CHICAGO--(BUSINESS WIRE)--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 WomenLeaders.
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 follow @ENVintel.