Jennifer Appelbaum
Vice President, Product Marketing
jennifer.appelbaum@investpmc.com
Jennifer is responsible for the development and implementation of marketing strategies that address the needs of Portfolio Management Consultants, the investment arm of Envestnet. Working closely with the firm’s network of financial advisors and their affiliated firms, Jennifer delivers customized sales and marketing support to help communicate the solutions made available by partnering with PMC.
Prior to joining Envestnet, Jennifer served as AVP, Manager of Separate Account Marketing, Nuveen Investments, a Chicago-based investment manager with more than $58 billion in separately managed assets. At Nuveen, a market share leader in the managed account industry, she contributed to the firm’s marketing efforts of the development and distribution of product and educational materials for Nuveen’s separate account family: Rittenhouse Financial, NWQ, Nuveen Asset Management and Symphony Asset Management.
Jennifer received a B.S.N. from University of Delaware and holds a Series 65 securities license.
Michael Featherman, CFA
Vice President, Director of Portfolio Strategies
michael.featherman@investpmc.com
As a Director of Portfolio Strategies for PMC, Michael Featherman is responsible for positioning the fiduciary aspects of Portfolio Management Consultants to financial advisors. With extensive experience in developing investment management solutions, Michael consults with investment advisors on asset allocation and investment manager selection for client portfolios. Michael is also responsible for assisting advisors and their clients in better understanding PMC’s recommended asset management firms as well as PMC’s structured portfolio strategies.
Prior to joining PMC in 2007, Michael gained extensive investment experience while working for buy side asset management firms, including Haverford Financial Services. Michael performed portfolio management, client relationship management, wholesaling to financial intermediaries and equity and fixed income trading. Michael began his career in the financial services industry as a financial advisor for UBS Financial Services in the Philadelphia area.
Michael has an undergraduate degree in Biology with a minor in Economics from Bowdoin College. He holds Series 7 and 65 securities licenses and received the Chartered Financial Analyst designation in 2006.
Mark Gerard
Senior Vice President, Director of Portfolio Strategies
mark.gerard@investpmc.com
Mark is a Senior Vice President with Portfolio Management Consultants (PMC). As a Director of Portfolio Strategies, Mark acts as liaison between the financial advisor and PMC's Investment Research Team. Mark is responsible for developing strategic investment solutions using PMC's research and due diligence on independently owned hedge funds, mutual funds and separate account asset managers.
Prior to joining Envestnet (PMC) in 1999, Mark worked in the Retirement Plans Division of Scudder Kemper Investments. In this role, he worked with financial advisors in developing allocations and investment selections for defined contribution retirement plans. Previously, he handled the Compliance Testing and 5500 Tax-Filings for defined contribution plans at Gerard Asset Management, a Broker-Dealer/Third Party Administrator in Wisconsin.
Mark graduated from the University of Illinois, Champaign with a B.S. and holds Series 7, 63 and 65 securities licenses.
Seth Wager
Senior Vice President, Senior Investment Officer
seth.wager@investpmc.com
Seth is responsible for generating and implementing asset management policy and portfolio strategies for Portfolio Management Consultants, the investment arm of Envestnet. Prior to the Envestnet merger, Seth was a regional consultant servicing Portfolio Management Consultant's high-end advisors and institutional relationships. Before that, he worked for three years initially as a financial analyst and subsequently as a portfolio manager at Guerin Financial Services. Seth also worked as an account executive for two years at Jameson Dewitt and Associates.
Seth received a B.A. in Economics from the State University of New York at Binghamton. He holds Series 7 and 63 securities licenses.