John Phoenix

Prior to founding WAGN, John was the National Sales Manager for the Institutional Business Development team at Envestnet. He was responsible for leading the new business efforts around large enterprise firms looking to deploy the Envestnet suite of services. John supported the firm’s efforts in the Bank, Independent Broker Dealer, Regional Broker Dealer and Registered Investment Advisor channels.

Most recently, John lead the High Net Worth Sales division at Envestnet working with RIAs, hybrid RIAs and Independent Advisor Networks that deployed Envestnet. John was CEO and Founder of Metamorphosis Money Management an RIA in Denver, Colorado a company that he eventually sold to Envestnet. Prior to M3, John worked for 6 years as a Managing Director for Alexander Capital Management Group, where he was head of sales and marketing. Prior to that, John was a Regional Director for Putnam Investments also served as a Regional Director for Kemper Financial Services in Atlanta, Georgia.

John earned his undergraduate degree in History from Washington and Lee University and holds a FINRA Series 65 security license. John lives in Denver with his wife and two children.