"Building off the success of last year's Women Leaders in Finance event, this year our goals were both to recognize the growing influence women have in this industry, and to provide a forum for them to share their expertise with peers," said Jud Bergman, Chairman and Chief Executive Officer, Envestnet. "This unique event will provide participants with the tools and insights to achieve greater levels of success. It is a dynamic way for us to begin the 2013 Advisor Summit."
After the Women Leaders in Finance event, the Summit officially opened with a presentation by Bergman, as well as Bill Crager, President, Envestnet and Stuart DePina, Group President, Envestnet | Tamarac. Their remarks were followed by a keynote presentation, "Business and Management Lessons from Freakonomics and SuperFreakonomics," featuring the provocative and iconoclastic thinking of authors Stephen J. Dubner and Steven D. Levitt.
Breakout sessions throughout the day were moderated by members of Envestnet's leadership team, including Sam King, Vice-President, Professional Services, Envestnet|Tamarac; Andina Anderson, Senior Vice President, Client Relations, Envestnet|Tamarac; and Brandon Smith, CAIA, Vice President, Senior Investment Analyst, Envestnet|Prima. These sessions addressed issues concerning Advisor Rebalancing, Advisor Xi integrations, and international investing.
For more information about Envestnet, please contact Jami Schlicher at 973-850-7309 or firstname.lastname@example.org.ABOUT ENVESTNET (NYSE: ENV)Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and simplify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value. Envestnet solutions enable the transformation of wealth management into a transparent, objective, independent and fully-aligned standard of care, and empower advisors to deliver better results. Envestnet's Advisor Suite® software empowers financial advisors to better manage client outcomes and strengthen their practice. Envestnet provides institutional-quality research and advanced portfolio solutions through our Portfolio Management Consultants group, Envestnet | PMC®. Envestnet | Tamarac provides leading rebalancing, reporting and practice management software.
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