Rachel B. Mandeix
Gestionnaire de Portefeuille-Actions chez Envestnet Asset Management, Inc.
Profil
Ms. Rachel B.
Mandeix is a Portfolio Manager at Envestnet Asset Management, Inc. She is a member of the Enterprise Portfolio Solutions team and is responsible for asset allocation, manager selection, research due diligence, and portfolio administration for multiple portfolios managed by PMC.
Ms. Mandeix joined Envestnet in June 2014 and previously served as an Investment Analyst on Envestnet PMC’s research team, where she was responsible for conducting research and due diligence on strategist managers on the firm’s platform.
Prior to joining Envestnet, Ms. Mandeix worked as a Client Services Administrator at the Raskin Planning Group, an affiliate of Lincoln Financial Advisors.
She also previously served as a Marketing Coordinator at FundQuest Incorporated, prior to its acquisition by Envestnet.
She holds a BA in Economics and Psychology from St. Lawrence University.
Postes actifs de Rachel B. Mandeix
Sociétés | Poste | Début |
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Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Gestionnaire de Portefeuille-Actions | 01/12/2018 |
Formation de Rachel B. Mandeix
St. Lawrence University | Undergraduate Degree |
Expériences
Fonctions occupées
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Relations au 1er degré
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Entreprise privées | 1 |
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Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Finance |