Greg Richards
Analyst-Equity at Envestnet Asset Management, Inc.
Profile
Mr. Greg Richards, CFA MBA, is a Senior Investment Analyst at Envestnet Asset Management, Inc. In this role, he is responsible for conducting research and due diligence on strategist managers on the firm’s platform.
He has over 12 years of industry and investment management experience.
Prior to joining Envestnet, Mr. Richards served as an investment analyst for an independent RIA.
In this role, he acted as chair of the firm’s Investment Committee.
He was responsible for portfolio construction, manager due diligence, and trading.
Additionally, he regularly contributed economic commentary to the company website and client communications as well as prepared and delivered presentations to clients on investment and economic topics of interest.
Mr. Richards holds a BA in Political Science from the University of Kansas and an MBA from the University of Kansas.
He has earned the Chartered Financial Analyst designation and is a Certified Financial Planner.
Greg Richards active positions
| Companies | Position | Start |
|---|---|---|
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. | Analyst-Equity | 2015-08-31 |
Training of Greg Richards
| University of Kansas | Masters Business Admin |
Experiences
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Connections
1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 1 |
|---|---|
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 |
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