Envestnet
Janet Lucas is a seasoned professional with extensive experience in the financial services industry. Currently serving as Vice President of Operations and Manager of Institutional Client Services at Envestnet Asset Management since October 2005, Janet oversees managed account services for over 10,000 financial institutions and investment advisors. Prior to this role, Janet held positions as AVP, Institutional Client Services Manager, and Senior Operations Specialist at Charles Schwab from 2000 to 2005. Janet holds a Bachelor of Arts in Communications from Colorado State University, obtained between 1986 and 1991.
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Envestnet
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Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is transforming the way financial advice and wellness are delivered. Their mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone. Nearly 108,000 advisors and more than 6,000 companies including: 17 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of FinTech companies, leverage Envestnet technology and services that help drive better outcomes for enterprises, advisors and their clients.