Management Team

Envestnet is led by a team of experienced financial professionals who understand the business needs of the independent financial advisor. With an average of more than 20 years of industry experience, we are able to provide unusual clarity and vision in defining and delivering the products, technology, and services necessary for independent advisors to meet the growing expectations of affluent investors.

Our management team oversees more than 400 professionals at offices in Boston, Chicago, Denver, New York, Silicon Valley, and Trivandrum, India.

James Patrick Managing Director, Advisor Managed Programs

Jim is responsible for leading the efforts in the development and distribution of Envestnet’s advisor managed offerings.

Prior to joining the firm, Jim was the Co-Head of U.S. distribution for Allianz Global Investors. Before that, he worked at Nicholas-Applegate Capital Management since 1997, prior to their acquisition by Allianz Global Investors in 2001. Jim was also a former executive board member of the Managed Money Institute.

Jim received a B.S. in Business Administration from the University of New Hampshire.