Envestnet
Michael Manning, CFA, currently serves as Director and Senior Investment Analyst in Equity Research at Envestnet, Inc., where responsibilities include sourcing and due diligence on external managers and strategies alongside research coverage for large-cap equity mutual funds. Prior to this role, Michael held various positions at GW&K Investment Management, including AVP and Investment Analyst, where contributions involved managing substantial institutional and private client accounts totaling over $1 billion in assets under management. Additional experience includes roles at State Street Bank and Investors Bank & Trust, focusing on bank loan analysis. Michael holds a Master of Science in Finance from Brandeis International Business School and a Bachelor of Arts in Political Science from the College of the Holy Cross.
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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.