James Patrick — Executive VP & Head of Advisor Services at Envestnet

Mr. James Patrick, also known as Jim, has been Executive Vice President and Head of Advisor Services at Envestnet, Inc. since February 11, 2016. Mr. Patrick served as an Executive Vice President of PMC Product and Marketing at Envestnet, Inc. until February 11th 2016. Mr. Patrick has responsibility for Envestnet | PMC fiduciary services including consulting and asset management. He served as an Executive Vice President of Advisor Managed Programs at Envestnet, Inc. Mr. Patrick served as the Managing Director of Advisor Managed Programs at EnvestNet Asset Management, Inc. He is responsible for leading the efforts in the development and distribution of Envestnet's advisor managed offerings. He served as the Co-Head of U.S. distribution at Allianz Global Investors. Before that, Mr. Patrick worked at Nicholas-Applegate Capital Management since 1997. He serves as Non-Executive Chairman at Cavendish Global LLC. He serves on the board of the Otsego County Conservation Association and the University of New Hampshire college of liberal arts board. He was a executive board member of the Managed Money Institute as well as Otsego 2000. He serves on the Sugarloaf Ski Patrol and is active outdoor enthusiast. He holds the FINRA Series 7, 24, 26 and 63 securities registrations and the Series 65 investment advisor registration. Mr. Patrick received a B.S. in Business Administration from the University of New Hampshire.