Envestnet
Karen Lanzetta is an accomplished finance professional with extensive experience in asset management and market research. Currently serving as Managing Director and Director of Market Research at Envestnet Asset Management since February 2010, Lanzetta specializes in retail wealth management trends, covering areas such as digital advice, technology regulation, advisory fees, and the fee-based advisory market. Previous roles include Principal at Karen Lanzetta Associates, Director in the Office of the President at Merrill Lynch, and Director in the Financial Institutions Group of Investment Banking. With a strong background in strategic analysis and client presentations, Lanzetta has a proven track record of identifying acquisition opportunities and providing critical insights for growth in financial services. An MBA and a BS in Business Administration from the New York Institute of Technology further underpin Lanzetta’s expertise in the field.
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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.