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...

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...
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...
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.
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.