Envestnet Announces Winners of Essential Advisor Awards and First-Ever EIOC Vision Awards
Envestnet Announces Winners of Essential Advisor Awards and First-Ever EIOC Vision Awards
NEW ORLEANS, May 17, 2018 /PRNewswire/ -- As part of its ongoing commitment to helping ensure the success of the financial services industry, Envestnet (NYSE: ENV) today announced the winners of its first-ever Envestnet Institute on Campus (EIOC) Vision Awards and its Essential Advisor Awards at the annual Advisor Summit in New Orleans.
"Just as we provide the tools and resources to empower current financial advisors to navigate the complex industry, we are equally committed to developing and preparing future essential advisors," said Bill Crager, Envestnet President. "We're pleased to honor the multiple organizations and individuals who embody the values of both our Envestnet Institute on Campus and Essential Advisor programs, and further our commitment to bettering the wealth management industry."
Envestnet Institute on Campus is a program designed to develop a collaborative relationship between academia and industry-leading wealth and asset management firms in order to address the well-documented problem of the talent gap in the industry. Since its inception in spring 2015, more than 1,100 students have completed the EIOC program and 23 universities are participating in the program.
The new EIOC Vision Awards recognize individuals and firms who act as agents of change for the successful future of the wealth management industry. The inaugural award winners include:
-- University of North Carolina Wilmington (UNCW): Envestnet is recognizing
the University's leadership in bringing the world of business into the
world of academia. UNCW has formulated a unique model that Envestnet has
adopted as an example for other schools to blend academia and business.
One notable aspect of this model is UNCW's Annual Business Week,
sponsored by the Cameron School of Business, which brings its students
together with successful business professionals.
-- Paul Vladem, President, Associated Investor Services: Paul is truly
redefining hiring practices and the traditional definition of diversity.
He and Associated Investor Services have diverted from the usual method
of hiring and embraced the EIOC model as a component of succession
planning for their firm. Envestnet relies on their success and
experiences as a case study for other firms to reference.
"We are proud to honor our first-ever EIOC Vision Award winners for their outstanding contributions to the worlds of academia and business," said Jim Seuffert, Managing Director, Envestnet. "The asset and wealth management industry must harness our collective resources to make a major impact in solving the talent gap issue, and it's organizations like UNCW and individuals like Paul Vladem that are truly making a difference."
Envestnet also announced winners of the second annual Essential Advisor(TM) Awards during the Advisor Summit. These awards accompany the Essential Advisor(TM) Certification Program available at the Summit and are given to advisors who embody the values detailed in The Essential Advisor: Building Value in the Investor-Advisor Relationship, an insightful handbook for advisors looking to navigate the changing face of financial services, co-authored by Envestnet President Bill Crager. This year's recipients include:
-- Eric Cumley, Olympic Wealth Management: When Eric realized his clients
would be best served by true independence, he opened his own Registered
Investment Advisor (RIA) and utilized a fee-only service model, choosing
Envestnet as his platform. Since opening Olympic Wealth Management, Eric
has grown his assets significantly and has successfully brought on
clients given his knowledge and expertise of the Boeing Retirement Plan.
Eric collaborates with professionals in the field to ensure he can solve
for any client need, regardless of the complexity of their financial
situation, and firmly believes that he can best serve clients by
focusing on their goals, not his. Eric also utilizes complex financial
planning technology and software, and provides his clients with the
same, to better meet their needs.
-- Charlotte Dougherty, Dougherty & Associates: As founder and Managing
Partner of Dougherty & Associates, an award-winning, nationally
recognized financial planning and wealth management firm, Charlotte and
her team help individuals, families and businesses achieve their true
financial potential through the knowledge and guidance that results in
better outcomes. She provides customized, unbiased, intelligent guidance
and earns the trust of each of her clients. Charlotte is passionate
about helping people on their journey to realizing their financial goals
and takes the time to understand every client's full financial life,
their current timeline, their goals and the personal relationships that
affect their life choices.
-- Jill Lizzi, Bronfman Rothschild: As Director of Wealth Advisory, Jill
works closely with affluent families to provide comprehensive advice for
all aspects of their financial planning needs. She is an award winning
independent RIA managing more than $6 billion in client assets. Helping
her clients meet their financial goals is one of the most rewarding
aspects of Jill's job. She guides her clients through both simple and
complex issues that may arise, including estate planning, tax planning,
investment management and retirement planning. Jill is also a Tamarac
platform power user who is all about leveraging technology to free up
her time from operational issues and spend more time with clients. As an
early adopter of the client portal, Jill has been an advocate for the
security aspects and accessibility of the portal functionality from
Tamarac.
-- Dan Smith, Signature Wealth Advisors: As Managing Partner, Dan caters to
busy, family-oriented, successful business owners and professionals who
are seeking a full-service financial partnership by simplifying the
complexity of their financial lives. He has a unique ability to deliver
objective and unbiased financial solutions. Dan recognizes there is no
"one-size-fits-all" financial product, which is why he takes the time to
listen to what his clients are trying to achieve in order to develop a
financial plan designed to help them attain their goals with some of the
best managers and products the industry has to offer. He participated in
the Essential Advisor Program in 2017. Dan is also actively involved in
serving his community and has served on multiple boards for
organizations in Central Florida.
About Envestnet
Envestnet, Inc. (NYSE: ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.
Envestnet enables financial advisors to better manage client outcomes and strengthen their practices. Institutional-quality research and advanced portfolio solutions are provided through Envestnet | PMC, our Portfolio Management Consultants group. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. Envestnet | Tamarac provides leading rebalancing, reporting and practice management software for advisors. Envestnet | Retirement Solutions provides an integrated platform that combines leading practice management technology, research, data aggregation and fiduciary managed account solutions.
More than 87,000 advisors and 3,000 companies including: 16 of the 20 largest U.S. banks, 43 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisers, and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences and help drive better outcomes for enterprises, advisors and their clients.
For more information on Envestnet, please visit www.envestnet.com and follow @ENVintel.
CONTACT: Stephanie Schneider, sschneider@webershandwick.com, 1-312-988-2081
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