Envestnet
David Hein is an experienced compliance professional currently serving as Principal Director of Compliance at Envestnet, Inc. since April 2016, where the firm focuses on integrated portfolio and practice management solutions for financial advisors and institutions. Prior to this role, David held positions including Chief Compliance Officer at Kabouter Management, LLC, Compliance Advisor at Raymond James, Compliance Officer at Securities America Inc., and Regulatory Examiner at the National Futures Association. David holds a Bachelor of Business Administration in Finance from the University of Iowa.
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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.