Halley Bondy | Sept 18, 2019 From undocumented immigrant to Wall Street: Julissa Arce shares her remarkable journey. In honor of Hispanic Heritage Month, Arce offered advice from her own experience as an undocumented immigrant on how to achieve success. read more>...
Asia Martin | Nov 12, 2020 Dana Wilson found a simple unmet need in wealth management—the ability for retail investors to search specifically for Black and Hispanic advisors. read more>
Ins & Outs of an Independent Financial Advisor Monica Lupinetti, Partner, Wealth Advisor, McLaughlin Asset Management, Inc. shares her advice for young aspiring financial professionals and what a wealth management professional skillset should include to be...
By Ginger Szala | April 22, 2020 Cheryl Nash, CEO of Tegra118, began her career as an intern at the same firm which — several iterations later — she now runs. A graduate in communications at Eastern Illinois University, Nash got an internship at Security APL, an...
~Meet Aarya Rijal~ A 2019 graduate of Envestnet Institute On Campus.
What Does Gender Equality Mean to You? Cheryl Nash, CEO Tegra118 Having a seat at the table Lifting everyone up Bringing everyone in It’s a human right not a female fight
Published Jan 31, 2018 by Laurence Bradford, a Forbes Contributor Many successful people attribute at least part of their success to having a mentor. The right mentor can provide advice and connections that help their mentee reach heights that would be...
Conversation Starter: Our own Cheryl Nash commented on an article posted by Pamela Popp of InvestmentNews.com- 'Great article-Diversity of thought, plus a culture of inclusion equals a prosperous future. Yes it does!' read more>
Jean Heath, has 22 years of diverse experiences within the managed account and advisory business and has held leadership roles in key account management, consultative sales, strategic marketing, branding, and channel development. Currently, she is responsible for the investment products on the Envestnet platform and determines and optimizes the economic model and engagement between Envestnet and its asset manager partners. Her team is responsible for deepening relationships with asset managers across the Envestnet suite of services, and ensuring that these managers have the tools, training, and knowledge they need to be successful distributors throughout the Envestnet ecosystem. She is the Chair of Envestnet’s managed product acceptance committee and advocates industry best practices. She has been an active mentor to young women professionals and also leads the Envestnet Institute on Campus Women in Wealth Management Mentorship program. In 2017, Jean was named one of Profiles in Diversity Journal Women Worth Watching. Learn More>
We have an obligation and a responsibility to be investing in our students and our schools. We must make sure that people who have the grades, the desire and the will, but not the money, can still get the best education possible.
Strive not to be a success, but rather to be of value.