Envestnet
Nicholas Roberts has over nine years of experience in the finance and investment sectors. Currently serving as Director, Investment Specialist at Envestnet, Inc. since May 2021, Nicholas previously held the position of Investment Specialist. Prior to this role, Nicholas worked at Janus Henderson Investors U.S. as a Consultant Relations Associate from June 2018 to May 2021. Nicholas also gained experience as an Investment Analyst at Pavilion Advisory Group from October 2016 to September 2017 and at Slocum from June 2015 to September 2016. Nicholas began a career in finance as a Wealth Management Intern at Total Wealth Advisors, LLC in summer 2014. Nicholas holds a Bachelor’s degree in Finance from the University of Colorado at Boulder and participated in the CIMBA Undergraduate Program.
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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.