As chairman of Envestnet Institute On Campus (EIOC), I am fortunate to interact with students, spending time on college campuses, holding virtual seminars, and providing one-on-one counseling...
The Envestnet Scholarship: Supporting Aspiring CFP® Professionals From Underrepresented Populations In Financial Planning
Envestnet is committed to its goal of making financial wellness attainable for all individuals and families. Part of this mission involves making strides in addressing the underrepresentation of women and people of color in the financial services industry...
Making Financial Wellness More Accessible
I recently had the honor of participating in a panel at the 2019 National Historically Black Colleges and Universities Week Conference, a White House initiative.
Empowering Advisors Of The Future
At Envestnet, we work with advisors every day, seeking to make you more efficient and effective so that you can better serve your clients and thrive in your professions.