Envestnet
Jason Hoffman is a seasoned marketing professional with extensive experience in the financial services sector. Currently serving as the Senior Vice President and Head of Wealth Marketing at Envestnet, Inc. since October 2018, Jason leads efforts to enhance financial advice delivery and empower advisors through innovative technology. Prior to this role, Jason held the position of Senior Marketing Manager at Lincoln Financial Group from February 2011 to October 2018, where contributions were made towards helping Americans gain financial confidence. Earlier career experience includes various marketing roles at ING and Environmental Compliance Services, Inc., encompassing product and channel marketing as well as business development. Jason holds a degree from Millersville University of Pennsylvania, earned between 1994 and 1999.
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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.