My role is to oversee the investment process while working closely with both our internal investment team and external investment committee. I have worked in the financial services industry for 14 years beginning in 2005 at Mt. Yale, where I served as an investment analyst. In 2007, I joined Envestnet|PMC where I served in various positions in consulting, product and portfolio management. Most recently, I served as Senior Vice President, Portfolio Management, where I was responsible for developing and managing various discretionary portfolios for our clients. Throughout my career, my focus has been on working closely with financial advisors to help them meet their clients’ objectives and goa