Envestnet Advisor Summit 2019 | Envestnet | 1 May 2019 | Austin Convention Center, 500 E Cesar Chavez St, Austin, TX 78701, USA

Hear from recognized thought leaders and Envestnet executives about the latest trends shaping the wealth management industry.

2019 Speakers

Ajay Agrawral
Envestnet

Alex Harlan
J.P. Morgan Asset Management

Amy Magnotta
Senior Vice President, Head of Discretionary Portfolio, Brinker Capital

Andrew Abel
Senior Operations Analyst , CliftonLarsonAllen Wealth Advisors, LLC

Andrew Beer
Founder and Managing Member , Dynamic Beta investments (DBi)

Ashwin Alankar
Head of Global Asset Allocation | Portfolio Manager , Janus Henderson Investors

Babu Sivadasan
Envestnet

Beau Noeske
Senior Investment Analyst , Envestnet

Ben Littman
Founding Member / Director of Trading, Pure Financial Advisors, Inc.

Bill Crager
Chief Executive Envestnet Wealth Solutions, Envestnet

Blake Kannady
VP Product Director - User Experience, Envestnet

Bob Shea
Co-Chief Investment Officer & Portfolio Manager, W.E. Donoghue & Co

Brendan Clark
Chief Executive Officer , Clark Capital Management Group

Brent J Pytlewski
Senior Vice President, Director of Municipal Fixed Income, RNC Genter

Bret Caling
Consultant , Envestnet | Tamarac

Brian Daley
Senior Consultant, Envestnet | Tamarac

Brian Harlan
AVP Business Development Partnerships, Envestnet

Brooks Frederich
Director of Research Strategy, Envestnet

Cameron Thomas
Consultant, Envestnet | Tamarac

Carlye Mattsson
VP, Strategist, BlackRock Multi-Asset Strategies

Chris Dillon
Investment Specialist, Multi-Asset Division, T. Rowe Price Group

Chris Peterson, Senior Vice President and head of the Strategy Research Group, First Trust

Christopher Jenks, Client Portfolio Manager, Disciplined Equities , BMO Global Asset Management

Christopher Petrosino, Managing Director, Quantitative Strategies Group, Manning & Napier

Conrad Smith
Senior Portfolio Manager, Thrivent

Corey Walther
Head of Business Development, Allianz

Cory Jackmuff
Operations Specialist, BLB&B Advisors

Curt Rouser
Senior Consultant, Envestnet

Cynthia Crandall
Senior Investment Analyst , Envestnet

Dan Miller
VP Product Development , Envestnet | Tamarac

Dan O’Toole
Senior Vice President, Head of Third-Party Distribution, Meeder Investment Management

Dana Malesky
VP Strategic Solutions, Jackson National

Daniel Homan
Investment Analyst , Envestnet

Darby Nowak
Consultant, Envestnet | Tamarac

David Bridges
Research Analyst, Fidelity Investments

David Haviland
Managing Partner and Portfolio Manager, Beaumont Capital Management (BCM)

Don Vigil
Assistant Vice President, Client Relationship Management, Envestnet

Donaldson Scott
Senior Investment Strategist, Vanguard Investment Strategy Group

Douglas M Baker
Portfolio Manager, Head of Preferred Securities Sector Team, Nuveen

Dr Charles Chaffin, PhD
Director of Academic Programs and Initiatives, CFP Board

Dr Charles Lieberman
Co-Founder / Chief Investment Officer, Advisors Capital Management

E. Luke Farrell
Fixed Income Investment Director , Capital Group

Ed Zablan
Senior Investment Analyst , Envestnet

Edmond Walters
Chief Executive Officer, Apprise Labs

Eric Halverson
Investment Analyst , Envestnet

Eric Varela
Product Engagement, Envestnet

Evan Vladem
Financial Advisor, Associated Investor Services

Frank Coates
Envestnet

Frank Pape
Director, Consulting Services, Russell Investments

Gary M. Basso
Head of Institutional Sales, Goldman Sachs Select

Gary Miller
Founding Principal , Frontier Asset Management

Greg Morel
Head of Advisory Solutions, Partner, Belle Haven

Greg Richards
Senior Investment Analyst , Envestnet

Guillaume Mascotto
Vice President, Head of ESG and Investment Stewardship, American Century Investments

Hezekiah Ross
Associated Investor Services

James Hodapp
Senior Vice President and Portfolio Specialist, Spectrum

Jay Eisenhardt
Senior Sustainable Investing Product Manager, Northern Trust Asset Management

JB Golden
Executive Director, Portfolio Management , Advisors Asset Management

Jean Dunn
Client Loyalty Insights Leader, T.Rowe Price

Jeff Kilburg
CEO, KKM Financial

Jeremy Schwartz
Global Head of Research, WisdomTree

Jesse Krieger
Product Manager, Envestnet

Jessica Barnett
Product Management, Envestnet

Jim Raker
Senior Advisory Resources Liaison , Capital Group

Jim Seuffert
Envestnet Managing Director of Practice Management and Education Programs, Envestnet

John Clifford
VP Product Management, Envestnet

John Lagowski
Research Analyst, Carillon Tower

John McGarry
VP Product Management, Envestnet

John Yackel
Executive Managing Director, Envestnet

Jon Christensen
Portfolio Manager and Senior Research Analyst, Kayne Anderson Rudnick Investment Management, LLC

Jordan Farris
Managing Director, Head of ETF Product Development, Nuveen Asset Management

Josh Hampton
Senior Consultant, Envestnet | Tamarac

Jud Bergman
Chairman and Chief Executive Officer, Envestnet

Kenneth Sleeper
Co-Founder, Managing Director, Portfolio Manager, Sierra Investment Management

Kent Bonniwell
SVP Strategic Development, Envestnet

Kyle Faszholz
VP Product Management, Envestnet

Ling-Wei Hew
Senior Investment Analyst , Envestnet

Liz Schloemer
Director, BlackRock

Luisana Sawyer
Senior Consultant, Envestnet | Tamarac

Maneesh S. Deshpande
Managing Director and Head of US Equity Strategy and Global Equity Derivatives Strategy , Barclays

Marcus Brooks
Founder & Principal, Kapstone Consulting, LLC

Marie Strolin
RFP Specialist, Retirement Solutions, Envestnet

Mark Griffith
Sr. Vice President, Product Development, Envestnet

Mark Paris
Chief Investment Officer, Head of Municipal Strategies, Invesco Fixed Income

Marta Norton
Portfolio Manager, Head of U.S. Outcome-Based Strategies, Morningstar Investment Management group

Matt Erickson
Regional Director, Envestnet

Matthew Goulet
Senior Vice President, Model Portfolios, Fidelity Investments

Michael Carapucci
Deputy Chief Investment Officer and Portfolio Manager, S&P Global

Michael Kitces
Partner , Pinnacle Advisory Group

Michael McCarthy
Chief Operating Officer, Financial Consulate

Michael Pajak
Investment Analyst , Envestnet

Mike Damas
President, Maryland Capital

Mike Manning
Investment Analyst , Envestnet

Nate Johnson
Senior Consultant, Envestnet | Tamarac

Nathan Behan
Senior Vice President in Investment Research , Envestnet

Nathan Thooft
Head of global asset allocation , John Hancock Asset Management

Patrick Gaul
Senior Consultant, Envestnet | Tamarac

Paul J. Vladem
CPA/PFS

Paula Nelson
President & Managing Director, Global Atlantic

Pete Stanton
Chief Executive Officer, Advisor Credit Exchange

Peter Miars
Senior Consultant, Envestnet | Tamarac

Phil Buchanan, CFP, CWS
Executive Chairman of the Board, Cannon Financial Institute

Rob Chateauneuf
VP Tamarac CRM Services, Envestnet | Tamarac

Rob Kron
Founder, Leading Perspective and Practice Management Consultant, Envestnet

Rob Nestor
President, Direxion

Robbie Cannon
President & CEO, Horizon Investments

Robert Goldstein
Senior Managing Director, BlackRock

Robert Spencer
Senior Portfolio Strategist , State Street Global Advisors

Ross Znavor
Managing Director, BlackRock

Ryan Clark
Envestnet

Ryan Murphy
Portfolio Strategist, PIMCO

Sarah Jensen
Operations Manager - Trading, Larsen Allen

Serge Lavrentyev
Senior Consultant, Envestnet | Tamarac

Stephen Mennella
VP Product Management, Envestnet

Stuart DePina
Chief Executive Envestnet Data & Analytics, Envestnet

Susanna Gutkin
Envestnet

Tanner Howard
AVP, Investment Analyst, Envestnet

Tim Paulson
Lord Abbett

Toby Stannard
Quantitative Equity Strategist, Northern Trust Asset Management

Todd Buck
Managing Director, Head of Sales & Service , Envestnet

Todd Cooper
Senior Vice President, Institutional Business Development, Envestnet

Tom Handza
VP Product Director – Financial Planning, Envestnet

William Foss
Advisor Services Representative, Retirement Solutions, Envestnet

2019 Sponsors

ELITE SPONSOR:
• BlackRock

PLATINUM SPONSORS:
• Capital Group
• Fidelity Investments

GOLD SPONSORS:
• AAM
• Advisors Capital Management
• American Century Investments
• Appraise Labs
• Barclays
• Beaumont
• Belle Haven
• BMO
• Brinker Capital
• Carillon
• Clark Capital
• Direxion
• Federated
• First Trust
• Frontier
• Horizon Investments
• IMG
• Invesco
• Forlines Global
• Janus Henderson
• John Hancock
• J.P Morgan
• Lord Abbett
• Manning & Nappier
• Meeder
• Morningstar
• Northern Trust
• Nuveen
• Ocean Park
• PIMCO
• Principal
• RNC Center
• Russells Investments
• S&P Global
• State Street
• T.owe Price
• Thrivet Mutual Funds
• Vanguard
• Virtus
• Wisdom Tree