Joseph W. Spatucci

Joseph W. Spatucci is an accomplished financial services professional with extensive experience in strategic relationship management, sales execution, and product development. Currently serving as Principal Director and Strategic Relationship Manager at Envestnet, Inc. since January 2022, Joseph focuses on increasing platform AUM and expanding product lines. Prior roles include Senior Tier 1 Account Manager at InvestCloud, Inc., where Joseph managed significant client relationships, and Senior Sales Executive at Tegra118, fostering partnerships in the wealth management sector. Notably, Joseph spent nearly three decades at BNY Mellon | Pershing, advancing from Manager of Private Client Services to Director of Global Strategy and Product Management, playing pivotal roles in various asset consolidation and lending initiatives. Joseph holds a degree in Management & Marketing from Saint Peter's University.