CHICAGO--(BUSINESS WIRE)--Oct. 25, 2018--
Envestnet (NYSE:ENV), a leading provider of intelligent systems for
wealth management and financial wellness, today announced the
appointment of Valerie Mosley to its Board of Directors.
Ms. Mosley is the CEO of Valmo Ventures, which specializes in
investments in companies and projects poised to benefit from notable
demographic or societal shifts. Ms. Mosley currently serves on the board
of directors of Dynex Capital, Inc., an internally managed mortgage real
estate investment trust, as well as Eaton Vance Management, a leading
global asset management company. Ms. Mosley is also on the board of New
Profit, a philanthropic venture firm as well as a founding member of the
American Red Cross of Massachusetts Bay Tiffany Circle Society of
Prior to founding Valmo Ventures, Ms. Mosley was Senior Vice President,
Partner, Portfolio Manager and Investment Strategist at Wellington
Management Company, LLP. Prior to joining Wellington Management in 1992,
she was Chief Investment Officer at P.G. Corbin Asset Management from
1990 to 1992. Mosely began her career at Chase Manhattan Bank, where she
was a Commercial Lending Officer for financial institutions from 1982 to
1984. Ms. Mosley holds a Bachelors of Art from Duke University and an
MBA from the Wharton School of Business.
“Valerie Mosley is a valuable addition to our Board, and we look forward
to benefiting from her extensive industry experience,” said Jud Bergman,
Chairman and CEO.
Envestnet, Inc. (NYSE:ENV) is a leading provider of intelligent systems
for wealth management and financial wellness. Envestnet's unified
technology enhances advisor productivity and strengthens the wealth
management process. Envestnet empowers enterprises and advisors to more
fully understand their clients and deliver better outcomes.
Envestnet enables financial advisors to better manage client outcomes
and strengthen their practices. Institutional-quality research and
advanced portfolio solutions are provided through Envestnet | PMC,
our Portfolio Management Consultants group. Envestnet | Yodlee is a
leading data aggregation and data analytics platform powering dynamic,
cloud-based innovation for digital financial services. Envestnet |
Tamarac provides leading rebalancing, reporting, and practice management
software for advisors. Envestnet | Retirement Solutions provides
retirement advisors with an integrated platform that combines leading
practice management technology, research and due diligence, data
aggregation, compliance tools, fiduciary solutions and intelligent
managed account solutions.
More than 88,000 advisors and more than 3,500 companies including: 15 of
the 20 largest U.S. banks, 43 of the 50 largest wealth management and
brokerage firms, over 500 of the largest Registered Investment Advisers,
and hundreds of Internet services companies,
leverage Envestnet technology and services. Envestnet solutions enhance
knowledge of the client, accelerate client on-boarding, improve client
digital experiences, and help drive better outcomes for enterprises,
advisors, and their clients.
For more information on Envestnet, please visit www.envestnet.com and
View source version on businesswire.com: https://www.businesswire.com/news/home/20181025006007/en/
Source: Envestnet, Inc.
Investor Relations, 312-827-3940