Hunter Hager

Hunter Hager has worked in the financial services industry since 2013. In 2013, they were a Summer Research Intern at Envestnet, Inc. In 2014, they were an Intern at Foresters Financial Services and an Investment Analyst Intern at WealthSouth. From 2015 to 2019, they were a Relationship Manager, Asset Management at Envestnet, Inc. During this time, they managed 50+ strategic asset manager relationships, served as the main point of contact for any client matters, and guided asset managers through the onboarding process. In 2019, they moved to Vestwell, where they were a Manager, Client Success. In this role, they oversaw the implementation process for new clients onboarding with the company’s platform, served as the main point of contact for strategic clients, coordinated and sent out time-sensitive emails to clients, managed client expectations, and educated clients on how best to partner with the company. In 2021, they moved to SMArtX Advisory Solutions, where they are currently a Relationship Manager.

Hunter Hager attained a Bachelor of Business Administration (BBA) in Finance from the University of Kentucky between 2010 and 2014. In 2019 and 2020, they attended the Institute for Integrative Nutrition and studied Foods, Nutrition, and Wellness Studies, General. In January 2021, they obtained an Integrative Nutrition Health Coach (INHC) certification from the Institute for Integrative Nutrition.