Envestnet Portfolio Solutions

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Envestnet Portfolio Solutions — overview

Assets Under Management

Type

Wealth Manager

Location

Berwyn, PA, US

Alternative Asset Classes

-

About

Envestnet Portfolio Solutions is a wealth manager based in Chicago, Illinois. It provides investment advisory services to its clients. IT provides services to individuals, high-net-worth individuals, Advisors, banks, trusts, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, registered mutual funds, private investment funds, trust programs, sovereign funds, foreign funds such as UCITs, SICAV, other U.S. and international institutions.

Envestnet Portfolio Solutions - known decision makers (7)

Contact NamePositionLocationEmailTelephoneAsset Class
Managing Director & Chief Compliance OfficerChicago, USGEN
Chief Executive OfficerBoston, USGEN
Chief Legal Officer, General Counsel, Corporate Secretary & Member of the Executive TeamChicago, USGEN
Chief Relationship Officer & Group Head of Wealth Solutions and Asset Management Distribution GroupBoston, USGEN
Group President & Co-Chief Investment OfficerBerwyn, USGEN

Showing 5 of 7 known decision makers Envestnet Portfolio Solutions

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.