Research

Brooks Friederich, Principal Director, Investment Solutions Strategy

Mr. Friederich serves as Principal Director - Research Strategy at Envestnet | PMC and is responsible for providing strategic direction, project management, and functional oversight across the firm’s research and due diligence, portfolio management, and high net worth capabilities. He also serves on PMC's Investment Committee.

Mr. Friederich has been a member of the PMC Research Team since 2008, having historically performed manager research and due diligence on fund strategist portfolios, separate accounts, mutual funds, and ETFs across various asset classes.

Prior to joining the firm in 2008, Mr. Friederich was with Pitney Bowes, Inc., where he served as an Investment Specialist on the firm’s multi-billion dollar domestic and international pension investment portfolios. He holds a BS degree in Finance from the University of South Dakota and a MS in Finance from the University of Colorado at Denver.
 

David Hawal, CFA, Principal Director – Equity & Fixed Income Research

Mr. Hawal is Principal Director of Equity & Fixed Income Investment Research for Envestnet | PMC. In this role, he oversees the firm’s research and due diligence efforts on active equity and fixed income managers, and is responsible for the leadership, development, and organizational and administrative functions of the traditional research team. Mr. Hawal has over 15 years of investment industry experience and has been a member of the PMC Research Team since 2013, having performed manager research and due diligence on separate account, mutual fund, and ETF investment managers across a variety of asset classes. Mr. Hawal also serves on the investment committee for Envestnet | PMC.

Mr. Hawal began his career at Envestnet in 2009 as a Senior Portfolio Specialist, where he managed trading responsibilities for client mutual fund wraps, separate accounts, and fund strategist portfolios. Prior to joining Envestnet, he worked as a trading specialist at Charles Schwab, beginning in 2007. In this role he primarily focused on equity and mutual fund trading. Mr. Hawal also served as a resolution manager on Schwab’s client advocacy team.

Mr. Hawal received a BBA degree from Loyola University Maryland with dual majors in International Business and Spanish, as well as an MBA in Finance from John Carroll University. Mr. Hawal has earned the right to use the Charted Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Colorado. He previously held the FINRA Series 7 and 63 licenses.

Ling-Wei Hew, CFA, Principal Director – Multi-Asset Research

Ling-Wei Hew is a Principal Director at Envestnet | PMC. In this role, she oversees the team of analysts responsible for conducting research and due diligence on third-party, multi-asset, strategist managers featured on the firm’s platform, and enhancing the development of the firm’s research in this area. In addition, Ms. Hew also serves on the investment committee for Envestnet | PMC and Envestnet Retirement Solutions.

Prior to joining Envestnet | PMC in 2016, Ms. Hew spearheaded the research on ETF managed portfolio strategies at Morningstar, Inc. In this role, she was responsible for educating key industry players on best practice standards and industry trends through the publication of white papers, landscape reports, and firm and strategy due diligence.

Ms. Hew holds a BA in economics from Wellesley College and an MBA from UCLA. She has earned the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Los Angeles.

David Chandler, CFA, Senior Investment Analyst – Equity Research

Mr. Chandler is a Senior Investment Analyst for Envestnet | PMC. He has over 15 years of manager research and due diligence experience. He is currently responsible for conducting due diligence on equity managers primarily in the large cap value asset class.  

Prior to joining Envestnet in 2018 through the FolioDynamix acquisition, Mr. Chandler was a Managing Director at FolioDynamix, which he joined in 2003. In that role he was responsible for direct leadership of the firm’s investment research and overlay management teams. Before assuming these leadership roles he had primarily served the firm as its value research analyst. Mr. Chandler has also worked at Chi Asset Management and Siemens where he was an Equity Analyst and Advanced Programmer Analyst respectively.

Mr. Chandler received a BS degree in Computer Engineering from Pennsylvania State University, as well as an MBA from Villanova University.  He is additionally a CFA charterholder and member of both CFA Institute and the CFA Society of Sacramento.

Frank Wei, CFA, CAIA, Senior Investment Analyst - Alternatives Research

Mr. Wei is a Senior Investment Analyst on Envestnet | PMC’s Research team. Prior to joining PMC, Mr. Wei served as a portfolio manager and analyst at FundQuest and was responsible for the oversight of separately managed accounts, as well as the management of client assets. Before joining FundQuest in 2001, he held positions at Salomon Smith Barney and ABN AMRO Securities as a Research Analyst and Equity Analyst, respectively.

Mr. Wei has over 10 years of industry and investment management experience. He holds a BA in Economics from East China Normal University and an MBA from the Leonard N. Stern School of Business at New York University. He has earned the designations of Chartered Financial Analyst and Chartered Alternative Investment Analyst.

Beau Noeske, CFA, CAIA, Senior Investment Analyst – Equity Research

Beau Noeske is a Senior Investment Analyst at Envestnet | PMC and has over 15 years of manager research and due diligence experience. He is responsible for reviewing and conducting due diligence on Large Cap Core and All Cap equity managers.

Mr. Noeske started his career with FolioDynamix, where he served clients for more than a decade in the roles of Senior Investment Analyst, Director of Investment Analytics and Communication, and Portfolio Manager. As a Senior Investment Analyst, Mr. Noeske covered a broad spectrum of investment strategies across both equity and fixed income. As Director, he served as the Folio research team’s specialist in MSCI Barra program analytics and led tax optimization training sessions for clients. Additionally, he was a co-founder and Co-Portfolio Manager for Folio’s VisX program. Prior to joining Envestnet in 2018, Mr. Noeske was a Portfolio Manager with Logia Portfolio Management, where he researched investment opportunities, formulated capital market assumptions, and managed allocations for high net worth individuals.  

Mr. Noeske received a BBA in Banking and Financial Economics at the University of North Dakota and has earned the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. He is a member of the CFA Institute and CFA Society of Las Vegas.

John Parsons, CIMA®, Senior Investment Analyst – Equity Research

John Parsons is a Senior Investment Analyst for Envestnet | PMC. In this role, he conducts quantitative and qualitative research, analysis, and due diligence on domestic small cap equity mutual fund and separate account managers. Mr. Parsons joined the Envestnet | PMC research team in January 2018 when FolioDynamix was acquired by Envestnet.

While at FolioDynamix, he was a Senior Investment Research Analyst responsible for ensuring that the firm’s research process was adhered to within the Investment Research Group, and conducting due diligence on domestic core equity mutual fund and separate account managers. Prior to joining a predecessor firm of FolioDynamix in 2000, Mr. Parsons was a Marketing Research Analyst with Franklin Templeton, where he was the lead research analyst responsible for producing data and statistical content for the sales and marketing material of the firm’s domestic equity mutual funds.

Mr. Parsons entered the investment industry in 1992, and graduated cum laude with a BS in Business Administration with a concentration in Honors Accounting from San Francisco State University. He holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute, and previously held the FINRA Series 6, 7, and 66 licenses. He is also a member of the CFA Institute and CFA Society of Sacramento.

Greg Richards, CFA, CFP®, Senior Investment Analyst – Multi-Asset Research

Mr. Richards is a Senior Investment Analyst for Envestnet | PMC. In this role, he is responsible for conducting research and due diligence on strategist managers on the firm’s platform.

Prior to joining Envestnet | PMC, Mr. Richards served as an investment analyst for an independent RIA where he was responsible for portfolio construction, manager due diligence, and trading. In this role, he also acted as Chair of the firm’s Investment Committee. Additionally, he regularly contributed economic commentary to the company website and client communications as well as prepared and delivered presentations to clients on investment and economic topics of interest.

Mr. Richards holds a BA in Political Science from the University of Kansas and an MBA from the University of Kansas. Mr. Richards has earned the Chartered Financial Analyst designation, the Certificate in ESG Investing from the CFA Institute, and is a Certified Financial Planner™.

Daniel Homan, CFA, Senior Investment Analyst – Equity Research

Daniel Homan is a Senior Investment Analyst for Envestnet | PMC. In this role, he conducts quantitative and qualitative research, due diligence and ESG analysis on International Large-Cap, International Small-Cap, and Emerging Markets managers. In addition, he writes commentary on economic, geopolitical, and market-related topics. Mr. Homan joined the Envestnet | PMC research team in March of 2016.

Prior to joining Envestnet | PMC, Mr. Homan was an Associate Vice President for two years with Callan Associates, an institutional consulting firm. At Callan, Dan provided analytical support to senior consultants in a variety of areas including investment manager research and monitoring, strategic planning, performance measurement, business development and other special projects. Before working with Callan, Mr. Homan was a Senior Analyst with Monticello Associates, an institutional investment consultant, for seven years in the performance department where he produced reports for clients.

Mr. Homan earned his BS with dual majors, Finance and Marketing, from Iowa State University.  He also holds a Masters of Business Administration from the University of Colorado at Denver with specializations in Investment Management and Financial Statement Analysis.  Mr. Homan has earned the right to use the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Colorado.

Eric Halverson, CFA, Senior Investment Analyst – Fixed Income Research

Eric Halverson

Mr. Halverson is a Senior Investment Analyst for Envestnet | PMC. Within this role, he conducts qualitative and quantitative due diligence on fixed income and ESG separate account and mutual fund investment managers.

Prior to transitioning to his current position, Mr. Halverson was a Senior Portfolio Specialist at Envestnet where he worked with broker-dealers and investment advisors to implement client portfolio strategies, while also supporting department management in trade-related inquiries.

Mr. Halverson holds a B.B.A. degree in Finance from the University of Wisconsin at Whitewater and a Master’s in Science of Finance degree with a specialization in Financial Analysis and Management from the University of Colorado at Denver. Mr. Halverson has earned the right to use the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Colorado.

Sarah Abernathy, CFA, CAIA, Senior Investment Analyst – Multi-Asset Research

Sarah Abernathy is responsible for conducting research and due diligence on multi-asset strategist managers on the firm’s platform. Prior to joining Envestnet | PMC, Ms. Abernathy served as the Director of Consulting Services for FDx Advisors. In that role, she consulted with advisors on custom proposals for high net worth clients, was a lead portfolio manager on the firm’s proprietary asset allocation program, and was a voting member of the Investment Research Group. Ms. Abernathy holds a bachelor’s degree with dual majors in Finance and Economics, and a minor in Spanish, from the University of Northern Iowa. She has earned the CFA and CAIA charters, and is a member of the CFA Institute, the CFA Society of Iowa, and the CAIA Association. 

Michael Wedekind, CFA, Senior Investment Analyst – Fixed Income Research

Michael Wedekind is a Senior Investment Analyst for Envestnet | PMC. In this role, he conducts quantitative and qualitative research on fixed income, listed real estate, listed infrastructure, and sustainable investment strategies. Mr. Wedekind joined the firm as an Associate Investment Analyst in February 2015.

Prior to joining the company, Mr. Wedekind held an internship at Shelter Insurance Companies where he researched and made recommendations on a portfolio of corporate, municipal, and mortgage-backed securities valued at over $3 billion. He also assisted in the evaluation of potential security purchases and trade execution.

A graduate of the University of Missouri, Mr. Wedekind holds a Bachelor of Science in Business Administration, as well as Bachelor of Arts degrees in Russian Language & Studies and International Studies. He has earned the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Colorado.

Michael P. Manning, CFA, Senior Investment Analyst – Equity Research

Mr. Manning serves as a Senior Investment Analyst for Envestnet | PMC. In this role, he conducts research and due diligence on investment products using qualitative and quantitative evaluation techniques. Mr. Manning covers primarily large cap growth, all cap growth, and energy-related equity strategies. He also researches ESG and impact-oriented investment strategies. Mr. Manning joined the Envestnet | PMC research team in 2015.

Before joining Envestnet | PMC in Denver, Mr. Manning served in relationship management roles for six years at GW&K Investment Management in Boston. At GW&K, he managed a broad range of equity and fixed income portfolios for institutional, RIA, and private clients. Before GW&K, Mr. Manning was a Senior Loan Specialist at State Street Bank & Trust (formerly Investors Bank & Trust), where he was responsible for accounting on several large mutual funds.

Mr. Manning earned a BA in Political Science from the College of the Holy Cross and a Masters of Science in Finance from Brandeis University’s International Business School. He has earned the Chartered Financial Analyst designation and is a member of the CFA Institute, CFA Society Boston, and CFA Society Colorado. Mr. Manning also holds the CFA Institute Certificate in ESG Investing.

Monica Sengelmann, CFA, Senior Investment Analyst – Equity Research

Monica Sengelmann serves as a Senior Investment Analyst for Envestnet | PMC. In this role, she conducts quantitative and qualitative research, analysis, and due diligence on equity mutual fund and separate account managers. She primarily covers International and Global Equity managers and also conducts analysis on sustainable investment strategies. Mrs. Sengelmann joined the Envestnet | PMC research team in February of 2017.

Prior to joining Envestnet | PMC, Mrs. Sengelmann was an Associate Vice President for two years with Callan Associates, an institutional consulting firm. At Callan, Monica provided analytical support to senior consultants in a variety of areas including investment manager research and monitoring, strategic planning and implementation, performance analysis, and other special projects. Before working at Callan, Mrs. Sengelmann was an Institutional Equity Portfolio Administrator at Denver Investments.

Mrs. Sengelmann graduated magna cum laude with a BS in Finance from the University of Colorado at Boulder. She has earned the right to use the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Colorado. 

Michael Pajak, CAIA, Investment Analyst – Multi-Asset Research

Michael Pajak is an Investment Analyst for Envestnet | PMC. In this role, he is responsible for conducting research and due diligence on strategist managers on the firm’s platform.

Before joining Envestnet | PMC in the Chicago office, Mr. Pajak served as an Investment Analyst at Raymond James for the Abuls, Bone & Eller Group. Mr. Pajak was responsible for managing the investment process, including portfolio construction, manager due diligence, macroeconomic analysis, and trading for the team’s proprietary model portfolios. He began his career at Morningstar, where he worked in a variety of roles. Mr. Pajak was the team leader for the mutual fund data analysts, where he led the team in the collection, quality assurance, and calculation of mutual fund statistics used in Morningstar’s products as well as other third party websites. 

Mr. Pajak holds a BS degree with dual majors in Finance and Business Administration from DePaul University. He also holds the Chartered Alternative Investment Analyst (CAIA) designation.  Mr. Pajak previously held the FINRA Series 7 and 66 licenses. 

Tanner C. Howard, CFA, Investment Analyst – Equity Research

Tanner Howard

Tanner Howard, CFA is an Investment Analyst on the Envestnet | PMC research team, covering actively managed small and small/mid cap investment strategies. Prior to his current role, he served 4.5 years as an Institutional Consultant for Envestnet | PMC, helping create custom wealth solutions for a wide range of clients. 

Mr. Howard received a Bachelors’ degree from The Colorado College, majoring in Economics. He is also a CFA Charterholder.

Ryan Knisely, Investment Analyst – Fixed Income Research

Mr. Knisely joined Envestnet | PMC as an Associate Investment Analyst in June of 2016 and was promoted to Investment Analyst in 2019. In this role, he conducts quantitative and qualitative research, due diligence, and analysis on mutual fund and separate account managers focusing on the fixed income space.

Prior to joining Envestnet, Mr. Knisely worked in a variety of roles at Charles Schwab & Co., Inc. for just under 9 years.  Past roles include trading specialist where he focused on equity and mutual fund trading for 2 years, as well as a 5 year role in Partner Support, providing dedicated operational and research support for Schwab Financial Consultants and their high net worth in practice clients. Additionally, he served in a compliance role in the Anti Money Laundering and Fraud Investigations Department identifying and assessing risk.

Mr. Knisely holds a BS in Business Administration and Biochemistry from University of Colorado - Boulder. He previously held the FINRA Series 7 and 63 licenses.

Brandon Rick, Investment Analyst – Equity Research

Mr. Rick joined Envestnet | PMC as an Associate Investment Analyst in December 2015 and was promoted to Investment Analyst in 2019. In this role, he conducts qualitative and quantitative due diligence on equity separate accounts and mutual funds with a focus on mid cap equities. 

Prior to joining Envestnet, Mr. Rick was an intern with the equity research team at PMC.

A graduate of the University of Nevada, Las Vegas and Metro State University of Denver, Mr. Rick holds a BA in Sociology and a BS in Finance.

Christine Kirk, CFA, Investment Analyst – Multi-Asset Research

Christine Kirk, CFA is an Investment Analyst for Envestnet | PMC. She is responsible for conducting research and due diligence on strategist managers on the firm’s platform.

Prior to joining Envestnet | PMC, Ms. Kirk was an investment analyst for an independent RIA. In this role, she assisted in the management of portfolios and plan line-ups and was a member of the Investment Committee. Additionally, she was responsible for trading, manager research, and performance reporting. She also worked directly with and presented portfolio and plan information to individuals and institutional clients and committees.   

Ms. Kirk holds a BS degree in Business Administration with a dual concentration in Finance and Real Estate from Colorado State University, where she graduated magna cum laude. She previously held the FINRA Series 7 and 63 licenses.

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Jayaprakash Narayanan, Senior Vice President, PMC & Product Management

Mr. Narayanan serves as Senior Vice President at Envestnet India and is responsible for overseeing Envestnet | PMC Research and Product Management functions in Trivandrum, India. He provides the administrative leadership to PMC research team Trivandrum, India team and his roles also involve establishing, streamlining & automating processes, onboarding talents and scaling up to all the needs and requirements of support activities to be extended to US Research teams on a day to day basis.

Mr. Narayanan joined Envestnet India in 2002 and has held leadership positions across various multiple technical and  business  verticals in a span of around 20 years with Envestnet.  He led the efforts in setting up the product development team in India for advisor facing wealth management solutions and services. Apart from establishing the PMC Research team in India, he played an instrumental role in setting up various other offshore functions in Trivandrum, namely Product Management & Business Analysis, Product Documentation & Technical Writing, Innovations , Data Analytics, and Presales support for RFP & RFI. 

Mr. Narayanan has around 27 years of overall industry experience in Product Development, Business and Functional leadership.  He received his Master’s Degree in Mathematics from Calicut university, India and also holds a Master Diploma in Advanced Computing from Centre for Development of Advanced Computing (CDAC), Government of India.

Navaneeth Krishnan, Vice President, Investment Analyst

Mr. Krishnan joined Envestnet | PMC Research India in August of 2017. He is responsible for providing day-to-day leadership and management of PMC Research team in India. 

Prior to joining Envestnet, Mr. Krishnan worked with HSBC for six years undertaking research and due diligence on long-only mutual funds. At HSBC, he was primarily responsible for researching fixed income and multi asset mutual funds, as well as the leadership and administrative functions of the fixed income research team. Before his time at HSBC, he held trading and analyst roles across asset classes like commodities, currencies and equities at organizations such as Geojit BNP Paribas and HSBC Investdirect.

Mr. Krishnan received a Bachelors degree in Software Systems from Bharathiar University, Coimbatore. He is also a Post Graduate in Business Finance (MBF) from Indian Institute of Finance (IIF), Delhi and Certified in AFRM (Financial Risk) from Indian Institute of Management, Bangalore (IIMB). He is also pursuing the CAIA Charter, having passed Level I.
 

Parina Sharma, Investment Analyst

Parina Sharma joined Envestnet | PMC Research India as Investment Analyst in December of 2015. She is responsible for conducting research and due diligence on fixed income mutual fund and separate account managers. Prior to this, she was conducting research and due diligence on large cap equity mutual funds and separate accounts.

Prior to joining Envestnet, Mrs. Sharma worked as a Research Associate with Standard & Poor’s Global Market Intelligence, where she used internal and external research sources to collect, analyze, summarize, and synthesize financial, industry-specific market, and business information pertaining to global companies.

Mrs. Sharma is a Post Graduate in Management (PGDM) and holds a Bachelor’s degree in Business Economic from University of Delhi. She has also completed 18-month Management Development Program (MDP), focused on Women Leadership, from IIM Kozhikode
 

Deepankuran Kumarapuram, CFA, CAIA, Investment Analyst

Deepankuran Kumarapuram joined Envestnet | PMC Research India as an Investment Analyst in November 2016. In his current role, he conducts quantitative and qualitative research, due diligence, and analysis on US small and mid-cap equity, listed real estate, and liquid alternative strategies. 

Deepankuran earned his Post Graduation in Management from Indian Institute of Management (IIM), Kashipur in 2016. In addition, he has a bachelor’s degree in Economics from Calicut university. He has also earned the CFA and CAIA charters, and is a member of the CFA Institute, the CFA Society of India, and the CAIA Association.

Adithya Narayanan, FRM, Investment Analyst – Multi-Asset Research

Adithya Narayanan joined Envestnet | PMC Research India in May of 2021. He is responsible for conducting research and due diligence on multi-asset strategist managers on the firm’s platform.

Prior to joining Envestnet, Mr. Narayanan worked as a valuation consultant with PricewaterhouseCoopers, where he created valuation reports, financial models and performed in-depth research on capital markets, industries and comparable companies using discount cash flow, market multiple, market price and guideline transaction approaches to assist clients in strategic internal decision making, tax valuations and financial reporting purposes. He also has experience as a software engineer at Accenture, where he worked on predictive analysis and mainframe environments.

Mr. Narayanan holds an MBA from the Indian Institute of Management Trichy with a major in Finance. In addition, he has a Production Engineering degree from National Institute of Technology Calicut. He is a Certified Financial Risk Manager (FRM) and a CFA Level 3 candidate.

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Akhil Gopalakrishnan, CFA, Investment Analyst

Akhil Gopalakrishnan joined Envestnet | PMC Research India as an Investment Analyst in December of 2021. He conducts quantitative and qualitative research, due diligence, and analysis on large cap equity mutual fund and separate account managers. He also researches ESG focused investment strategies.

Prior to joining Envestnet, Mr. Gopalakrishnan worked as an analyst with CRISIL, initially on their South African Equity Strategy, and later in their European ESG research team. He is a post graduate in International Business from K. J. Somaiya Institute of Management, Mumbai and is a graduate in Electrical & Electronics Engineering from MA College, Ernakulam. He has also worked as an electrical engineer in Muscat, Oman after his graduation. He has earned the Chartered Financial Analyst designation and is a member of the CFA Institute and CFA Society India. Mr. Gopalakrishnan has also earned The Certificate in ESG Investing awarded by the CFA Institute.

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What We are Hearing and Seeing 8/12/22

Divya Jain, Investment Analyst

Divya Jain joined Envestnet | PMC Research India as an Investment Analyst in September of 2021. She conducts quantitative and qualitative research, due diligence, and analysis on fixed income mutual fund and separate account managers.

Prior to joining Envestnet, Ms. Jain worked as an Associate with Moody’s Analytics and was responsible for RFP and investment commentary writing and automation of tools for various asset managers. Prior to this, Ms. Jain worked with Northern Trust Corporation as an operations analyst within the income collections department. 

Ms. Jain holds a Master’s in International Finance from the Adam Smith Business School, Glasgow (UK) and a Bachelor’s of Commerce from Jain University, India. She also holds a Corporate and Organizational Strategy certificate from the London School of Economics.

Joe Samuel, Investment Analyst

Joe Samuel joined Envestnet | PMC Research India in June of 2021. He is responsible for conducting research and due diligence on large cap equity mutual funds and separate accounts. 

Prior to joining Envestnet, Mr. Samuel worked as a sell-side equity research analyst with Geojit Financial Services. At Geojit, he was the primary analyst covering companies within the Indian Healthcare and Chemical sectors. Mr. Samuel was also part of the management of Geojit’s in-house equity portfolios, for which he monitored performance and provided stock recommendations.

Mr. Samuel completed his Post Graduate Program in Securities Markets from the National Institute of Securities Markets, the educational institute of SEBI, India’s capital markets regulator. He is a CFA Level 2 candidate.
 

Consulting

Erik Preus, CFA, Head of Investment Solutions, Envestnet | PMC

Erik Prues

In his role, Erik Preus is responsible for the oversight and leadership of the investment solutions we offer to our clients in a variety of areas, including Tax Overlay, Sustainable Investing, Retirement Fiduciary Services, CIO Support, and packaged portfolio solutions. These solutions are designed to bring Envestnet | PMC's institutional research, due diligence, investment solutions and consulting expertise to our clients to empower their financial advisors to enhance client outcomes. Mr. Preus joined PMC in 2014 via Envestnet’s acquisition of Placemark Investments, where he was head of enterprise sales and business development.

Mr. Preus has over 25 years of experience in the investment services industry, with considerable time spent in both investment management and investment consulting firms. Prior to joining Placemark, Mr. Preus was President of the RBC Funds and Head of Strategic Relationships for RBC Global Asset Management. While at RBC, Mr. Preus also served as Director of Investment Consulting Services within RBC’s U.S. Wealth Management business. Prior to RBC, he held management and business development positions with Nicholas|Applegate, Delaware Investments, Jeffrey Slocum & Associates, and SEI Capital Resources.  Mr. Preus earned his Bachelor’s degree from the United States Air Force Academy, and he holds an MBA from the University of Dayton and an MA from the University of Hawaii. He is also a CFA charterholder.

Michael Featherman, CFA, Head of Investment Consulting and Distribution*

Mr. Featherman serves as the head of Envestnet|PMC’s investment consulting and distribution capabilities.  In this role Michael is responsible for leading Envestnet|PMC’s investment product and services distribution to advisors and their clientele.   Additionally, Michael leads Envestnet|PMC’s high net worth and institutional consulting services that are offered to financial advisors where Envestnet|PMC’s experience in asset allocation, investment manager selection, direct indexing and tax/ESG overlay capabilities is leveraged to enhance portfolio construction.  Finally, Michael and his team offer investment insight as a liaison for the Envestnet|PMC Investment Research team and investment guidance to advisors to help them determine the appropriate portfolio strategies for their clients.  

Prior to joining Envestnet | PMC in 2007, Mr. Featherman worked at Haverford Financial Services beginning in 2002, where his responsibilities included portfolio management, client relationship management, wholesaling to financial intermediaries, and equity and fixed income trading. He began his career in the financial services industry as a financial advisor for UBS Financial Services.  

Mr. Featherman holds a BS degree in Biology with a minor in Economics from Bowdoin College and is a CFA charterholder.

*non-voting member of the PMC Investment Committee

Michael Pescatore, CIMA®, Senior Vice President, Overlay Services Director

Michael Pescatore is responsible for advisor engagement for Overlay Services at Envestnet.  Mr. Pescatore manages a team of professionals who work with investment professionals supporting their practice through the use of Overlay Services.  In addition to his management responsibilities, he works with financial advisors and home offices educating financial professionals of the importance of Overlay Services.  Much of his time is spent working collaboratively with advisors to develop and deliver customized tax or impact strategies for their clients.  Mr. Pescatore has been working with advisors for over twenty years and began his career in the financial services industry at the Equitable as a Financial Consultant. Mr. Pescatore was the National Sales Manager for Placemark Investments at the time of the acquisition by Envestnet in October of 2014.  Mr. Pescatore graduated from Syracuse University with a Bachelor of Science degree in Marketing. He has obtained his CIMA® designation and holds a Certificate in Financial Planning from Merrimack College. 

Todd Rais, CAIA, Senior Vice President, Senior Institutional Consultant

Mr. Rais serves as a Senior Institutional Consultant for Envestnet | PMC. Within this role, Mr. Rais and the Institutional Consulting team act as relationship support to Envestnet | PMC’s enterprise clients and assist with the creation of custom wealth management solutions. Mr. Rais also spends a portion of his time on product management and client servicing related to Envestnet | PMC’s Premium Research offering. Mr. Rais joined the Envestnet team in April 2012 when Prima Capital was acquired by Envestnet.

Prior to joining Prima Capital in 2010, Mr. Rais was a Senior Analyst at Clayton Fixed Income Services in Denver, CO, where he was responsible for providing reporting and analysis on a number of private- and agency-issued mortgage-backed securities.

Mr. Rais holds a B.S. degree in Business Administration with a concentration in Finance from Miami University in Ohio. He also holds his Series 65, the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association.

Cal Bryant, CFA, Senior Vice President, PMC Overlay Services

Cal Bryant, CFA, is Senior Vice President, PMC Overlay Services. In this role, he leads the PMC Overlay Services team, which is responsible for implementing PMC’s Tax Overlay and Impact Overlay services for advisors and clients.

Mr. Bryant has over 20 years of experience in the investment services industry. He joined Envestnet with the acquisition of Placemark Investments in October 2014. At Placemark, he held numerous roles, leading the Portfolio Management, Operations, and Trading teams. He also served on the Investment Committee.

Mr. Bryant graduated from the University of South Carolina, Magna Cum Laude, with a B.S. in Business Administration and is a CFA Charterholder.

Russell Colburn, Principal Director, High-Net Worth Solutions

Russell Colburn serves as an investment specialist and is responsible for consulting with financial advisors on asset allocation and investment manager selection for client portfolios. He offers investment insight as a liaison for the Envestnet | PMC investment research team and provides investment guidance to advisors to help them determine the appropriate portfolio strategies for their clients. Mr. Colburn holds a BS degree in Finance from the Kelley School of Business at Indiana University and an MBA in Finance and Derivative Markets from Loyola University. 

Kiley Miller, Principal Director, Sustainable Investing

Kiley leads Sustainable Investing at Envestnet. She is responsible for the strategic development of Envestnet’s sustainable investment offering, which includes the expansion of technology embedded into the Envestnet platform, as well as sustainable investment solutions, research and data, and providing education and guidance on how to incorporate sustainable investing into advisor practices.

Prior to joining PMC in 2019, Kiley was a senior client advisor at Sustainalytics, an ESG research, ratings and analytics firm. There she supported U.S. asset managers to integrate ESG research into the investment process. Kiley also previously worked at the UN-supported Principles for Responsible Investment.

Kiley holds an MS in Sustainability Management from Columbia University and a BS in Environmental Sustainability with a double minor in Business and Environmental Economics & Law from the University of Illinois at Urbana-Champaign.

Jacquelyn L. Esposito, VP, Senior Institutional Consultant

Jacquelyn L. Esposito serves as a Senior Institutional Consultant for Envestnet | PMC. Within this role, Jacquelyn and the Institutional Consulting team act as relationship support to Envestnet | PMC’s enterprise clients and assist with the creation of custom wealth management solutions. Ms. Esposito also spends a portion of her time on product management and client servicing related to Envestnet | PMC’s Premium Research offering. Jacquelyn joined the Envestnet team in August 2016 as an Enterprise Consultant working comprehensively with Envestnet’ s Institutional Enterprise client relationships.

Ms. Esposito has over 20 years of industry experience. Prior to joining Envestnet, Jacquelyn worked at Cerulli Associates where she was responsible for identifying client’s research and consulting needs focusing on Institutional, Product Development, Retirement and Wealth Management practices areas. Ms. Esposito also served on the Institutional Relationship Management team for The Boston Company a subsidiary of BNY. She began her career in the financial services industry at Fidelity Investments splitting her tenure between Institutional and Brokerage business units. She her Bachelor of Arts from the University of Rhode Island.
 

Regan Ryan, Vice President, Senior Investment Specialist

Mr. Ryan serves as a senior investment specialist and is responsible for providing analytical and research assistance to the Envestnet | PMC Consulting team. Additionally, he offers investment guidance to advisors to help them determine the appropriate portfolio strategies for their clients.

Before joining PMC in April 2010, Mr. Ryan worked for five years as a senior trader on the Envestnet trading desk. Prior to that, he worked as an equity trader at Great Point Capital, beginning in 2003.

Mr. Ryan holds a BS degree in Finance and an MBA from Purdue University. He also holds the FINRA Series 7, 24, 55, and 63 securities licenses and the Series 65 investment advisor registration.

Enrique Gelpi, CIMA, MBA, Director, Investment Specialist

Enrique Gelpi, CIMA, MBA serves as a senior investment specialist and is responsible for consulting with financial advisors on asset allocation and investment manager selection for client portfolios. He offers investment insight as a liaison for the Envestnet | PMC investment research team and provides investment guidance to advisors to help them determine the appropriate portfolio strategies for their clients. Prior to joining PMC, Mr. Gelpi was the manager of investment advisory services and consulting at Popular Securities (Banco Popular). Mr. Gelpi holds a BSE degree from Tulane University and an MBA from Georgetown University’s McDonough School of Business. He is a Certified Investment Management Analyst (CIMA) and holds FINRA Series 7 and Series 66 registrations.

Alan Kreuzberger, CFA, Director, Investment Specialist

Alan Kreuzberger

Alan Kreuzberger, CFA, serves as a senior investment specialist and is responsible for consulting with financial advisors on asset allocation and investment manager selection for client portfolios. He offers investment insight as a liaison for the Envestnet | PMC investment research team and provides investment guidance to advisors to help them determine the appropriate portfolio strategies for their clients. Prior to joining PMC in 2013, Mr. Kreuzberger worked at Fidelity Investments and Morgan Stanley Smith Barney as a financial advisor. 

Matthew Tripp, CFA, Director, Investment Product Consultant

Matthew Tripp, CFA, serves as a product specialist and provides customized support and in-depth product knowledge on the full suite of Envestnet | PMC product offerings. He offers strategic product guidance to advisors to help them determine the appropriate portfolio strategies for their clients in partnership with the PWC investment specialist team. Prior to joining PMC in 2021, Mr. Tripp worked at Aegon Asset Management as a Client Portfolio Manager and Touchstone Investments as a Vice President of Institutional Sales. 

Andrew Nigh, CFA, Director, Investment Product Consultant

Andrew Nigh, CFA, serves as a product specialist and provides customized support and in-depth product knowledge on the full suite of Envestnet | PMC product offerings. He offers strategic product guidance to advisors to help them determine the appropriate portfolio strategies for their clients in partnership with the PWC investment specialist team. Prior to joining PMC in 2022, Mr. Nigh worked at Frontier Partners and MSCI Barra as a client relationship manager.

Scott Liddell, CFA, Director, Investment Product Consultant

Scott Liddell, CFA, serves as a product specialist and provides customized support and in-depth product knowledge on the full suite of Envestnet | PMC product offerings. He offers strategic product guidance to advisors to help them determine the appropriate portfolio strategies for their clients in partnership with the PWC investment specialist team. Previously, Scott was a Managing Regional Director and Portfolio Consultant for Natixis Investment Managers covering wire-house and RIAs clients in New York City. Before that, he was a Senior Director on the John Hancock Asset Allocation team which manages John Hancock’s target-risk and target-date funds. Scott began his career on the institutional fixed income desk at UBS. 

Andrea McAndrew, CFA , Director, Investment Specialist

Andrea McAndrew, CFA, serves as a senior investment specialist and is responsible for consulting with financial advisors on asset allocation and investment manager selection for client portfolios. She offers investment insight as a liaison for the Envestnet | PMC investment research team and provides investment guidance to advisors to help them determine the appropriate portfolio strategies for their clients. Prior to joining PMC in 2022, Andrea worked at Fiducient Advisors as a consultant and research analyst.  She holds a BS in Industrial Engineering from Lehigh University and is a CFA charterholder.

Anup Sharma, Director, Sustainable Investment Solutions

Anup is a part of the Envestnet (“ENV”) Sustainable Investment Team and is responsible for all Enterprise & Home office engagements across current clients and prospects. His primary functions include driving ENV’s overall Sustainable Investment strategy as well as working closely with our Sales and Relationship Management teams to offer customized sustainable solutions to our clients. Anup began his career with Envestnet in 2019 as a senior member of our Service/ Relationship Management Team. Prior to ENV, Anup spent over 13 years with a leading Private Markets firm across Institutional Client Relationship Management, Fundraising, and Product Management functions. A lion’s share of Anup’s previous experience has been centered around the creation, launch, and ongoing relationship management for Impact/Sustainable investment solutions for institutional investors globally.   

Carlee Griffeth, Research Analyst, Sustainable Investing

Carlee Griffeth is an ESG Data and Research Analyst for Envestnet | PMC’s Sustainable Investing Team. Her work is focused on ESG and thematic impact due diligence. She is also responsible for sourcing and analyzing ESG data to support the development of sustainable products and reporting tools for advisors. Prior to Envestnet, Carlee served in the federal government for eight years, including the White House and both chambers of Congress. She earned her Master’s Degree in Urban Planning at Harvard University, where she focused her studies on sustainable development and decarbonized infrastructure.

Monique Harake, Investment Specialist

Monique Harake serves as an internal investment specialist for Envestnet | PMC. Prior to joining PMC, Ms. Harake worked at Applied Medical as an Instructional Designer specializing in projects relating to statistics, engineering, and information technology. Ms. Harake received her Bachelor of Arts degree from California State University in Economics, minoring in Mathematics and a Master of Science in Applied Quantitative Finance from the University of Denver. She holds the Chartered SRI Counselor™ designation.

Jeremy Dziedzina, Institutional Consultant

Jeremy Dziedzina serves as an Institutional Consultant for Envestnet|PMC.  Within this role, Mr. Dziedzina acts as a liaison for Envestnet | PMC’s enterprise and RIA clientele via PMC’s Premium Research and CIO Support Services offering. Mr. Dziedzina works to create custom wealth management solutions for his clients, leveraging off of PMC’s Portfolio Management and Research capabilities.

Prior to joining Envestnet in January 2015, Mr. Dziedzina worked at Curian Capital as a Portfolio Management Analyst, helping in the management of Curian Capital’s separate account strategies and fund strategist portfolios. He started his career in investment management at RDA Financial Network.

Mr. Dziedzina holds a BS degree in Business Administration with a concentration in Finance from the University of Iowa and an MBA from the University of Colorado at Denver. He also holds the FINRA Series 63 securities license.

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Jeremy Soister, CFA, Institutional Consultant

Jeremy Soister, CFA serves as an Institutional Consultant for Envestnet | PMC. Within this role, Mr. Soister acts as a liaison for Envestnet | PMC’s enterprise and RIA clientele through PMC’s Premium Research and CIO Support Services offering. Mr. Soister works to create custom wealth management solutions for his clients, leveraging off of PMC’s Portfolio Management and Research capabilities.

Prior to joining Envestnet in December 2014, Mr. Soister worked as a Financial Representative for Northwestern Mutual.  He earned a Bachelor’s Degree in History and Classical Civilizations as well as a Master’s Degree in Early Modern European History from Fordham University.

Will Kemper, CFA, Investment Specialist

Will Kemper serves as an internal investment specialist for Envestnet | PMC. Prior to joining PMC, Mr. Kemper worked for the Advisor Services Team and as Platform Consultant at Envestnet, providing help in operational matters. Mr. Kemper received his Bachelor of Arts degree from Denison University in Economics, minoring in Spanish. He is a CFA Charterholder.

Nick Roberts, CFA, Investment Specialist

Nick Roberts, CFA, serves as an Investment Specialist for the Envestnet | PMC. Prior to joining PMC, Mr. Roberts worked in Consultant Relations at Janus Henderson.  In this role he helped drive ratings and opportunities with investment consultants for the firm’s strategies. Mr. Roberts received his BS in Business Administration with an emphasis in Finance from the University of Colorado Boulder, minoring in Economics. He is a CFA Charterholder.

Frank Sortino, CFA, Investment Specialist

Frank Sortino, CFA, serves as an internal investment specialist for Envestnet| PMC. Prior to joining the investment specialist team, Frank was with Tax and Impact Overlay team at Envestnet| PMC since December 2018. Prior to joining Envestnet, Frank worked at JPMorgan Asset Management, specializing in Corporate Actions and assisting Portfolio Managers. Frank graduated magna cum laude from Saint Joseph’s University in 2015 with a double major in Finance and Economics.

Portfolios

Brandon Thomas, Chief Investment Officer

Mr. Thomas co-chairs the PMC Investment Committee, and has responsibilities that include the development and implementation of PMC’s investment policy. He also leads the firm’s Quantitative Research Group (“QRG”) and QRG Capital Management, Inc., a wholly-owned unit of Envestnet, Inc.

Mr. Thomas received an A.B. in Economics from Brown University, an M.B.A. in Finance and Accounting from the University of Chicago and a J.D. from DePaul University.

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Greg Classen, CFA, Senior Vice President, Senior Portfolio Manager

Greg Classen, CFA, is a Senior Vice President, Portfolio Manager at Envestnet | PMC. He joined the firm in December 2011 and is lead portfolio manager for the enterprise solution programs. Prior to joining the firm, he was Director of Research at FundQuest, and was responsible for the research of mutual funds, exchange-traded funds, variable annuities, and offshore funds as well as the management of client assets.

Mr. Classen has over 15 years of industry and investment management experience. He holds a BA in Economics from Williams College and is a CFA charterholder.

Ryan Tagal, Director of Product Management, Envestnet | PMC*

Ryan Tagal is the Director of Product Management at Envestnet ৷PMC (PMC). In this role, he oversees all product management and development for PMC’s suite of product and service offerings. This includes product oversight of PMC’s managed portfolios, consulting, and research offerings. He also participates in the overall leadership and management of PMC, from a strategic positioning standpoint.

Prior to his current role, Mr. Tagal was a Vice President of Product Management for Envestnet’s Product Group, overseeing product ownership for areas of the Envestnet platform relating to Envestnet's separately managed account program and manager research. Mr. Tagal also acted as the Associate Portfolio Manager for PMC’s Paradigm Liquid Alternatives Portfolios and continues to serve on the firm’s liquid alternatives group. He was a key member in the development of Envestnet’s classification and portfolio construction framework for mutual funds that employ alternative investment strategies.

Prior to joining Envestnet, Mr. Tagal led Morningstar’s hedge fund initiative. In this role, he oversaw the development of Morningstar’s hedge fund database, associated product development, and related research and methodology. Before that, Mr. Tagal was the Director of Quantitative Research at Cerulli Associates where he initiated Cerulli’s research in managed accounts, alternative investment products, and hedge funds in the mid‐1990’s.

Mr. Tagal has frequently been quoted in financial publications such as The Wall Street Journal, Barron’s, and BusinessWeek as an expert in emerging trends in the hedge fund and managed account industries. He holds an SB in Physics from MIT and an MBA from the University of Chicago Booth School.

*non-voting member of the PMC Investment Committee

Tim Murphy, Vice President, Senior Portfolio Manager

Tim Murphy is a Vice President, Senior Portfolio Manager at Envestnet | PMC. He has been with the firm for over eight years, re-joining in January 2014 as a portfolio manager for the Enterprise Portfolio Solutions team. In addition to the Enterprise Portfolios, Mr. Murphy manages the PMC ActivePassive Portfolios, blending active management with low-cost passive strategies. Prior to joining the firm, he worked as a Research Analyst for Securities Finance Trust covering the banking sector and global capital markets. Mr. Murphy worked at FundQuest, for five years prior to its acquisition by Envestnet, as an Investment Analyst and Head Trader, and was responsible for the research and due diligence of mutual fund managers and exchange-traded funds, as well as the management of client assets.

Mr. Murphy possesses over 12 years of industry and investment management experience. He received an MBA from Thunderbird School of Global Management at Arizona State University and a BA in Political Science from Bridgewater State University.

Sonila Gjata, CFA, CAIA, Assistant Vice President, Senior Portfolio Manager

Sonila Gjata is a Senior Portfolio Manager at Envestnet | PMC. She is a member of the Enterprise Portfolio Solutions team and is responsible for asset allocation, manager selection, research due diligence, and portfolio administration for multiple portfolios managed by PMC.

Prior to joining the firm in October 2016, Sonila was an Investment Officer with BNY Mellon Wealth Management’s Charitable Solutions group. In this role, she managed the planned giving portfolios of over 20 charitable organizations, including elite colleges and universities. Prior to that, she served as a Senior Investment Analyst for a boutique private equity company, where she oversaw all aspects of the firm’s investment activity in illiquid securities.

Sonila has over 10 years of industry and investment management experience. She holds a BS degree in Economics and Finance from the University of Parma, Italy, where she graduated summa cum laude. Sonila is a CFA charterholder and a member of the CFA Institute and Boston Security Analysts Society. She has also earned the Chartered Alternative Investment Analyst (CAIA) designation.

Scott Keller, Portfolio Manager

Scott Keller is a Portfolio Manager at Envestnet | PMC. He is a member of the Enterprise Portfolio Solutions team and is responsible for asset allocation, manager selection, research due diligence, and portfolio administration for multiple portfolios managed by PMC. Prior to joining Envestnet in August 2015, Mr. Keller worked at State Street Bank and Trust as a Custody Associate where he was responsible for the trading and reporting operations for a variety of hedge funds.

Mr. Keller holds a BS in Economics from Brigham Young University – Idaho, and graduated from Bentley University where he earned a Master of Science in Finance. 

Rachel Mandeix, Portfolio Manager

Rachel Mandeix is a Portfolio Manager at Envestnet | PMC. She is a member of the Enterprise Portfolio Solutions team and is responsible for asset allocation, manager selection, research due diligence, and portfolio administration for multiple portfolios managed by PMC.

Ms. Mandeix joined Envestnet in June 2014 and previously served as an Investment Analyst on Envestnet | PMC’s research team, where she was responsible for conducting research and due diligence on strategist managers on the firm’s platform.

Prior to joining Envestnet, Ms. Mandeix worked as a Client Services Administrator at the Raskin Planning Group, an affiliate of Lincoln Financial Advisors. She also previously served as a Marketing Coordinator at FundQuest Incorporated, prior to its acquisition by Envestnet. Mandeix holds a BA in Economics and Psychology from St. Lawrence University.