Nathan W. Behan

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.

Part of Envestnet, Inc., Portfolio Management Consultants, Inc. is a company that offers a connected ecosystem of solutions, intelligence, and technologies to help people achieve their long-term financial goals. The company is based in Denver, CO. The company equips advisors with the necessary tools and resources to provide impactful financial advice to their clients. The company was founded by Brandon Rockwell Thomas, Marc N. Geman.

Prima Capital Advisors LLC (Prima) is a registered investment advisory firm headquartered in Scarsdale, New York. The firm was founded by Gregory White in 2002. PCA provides investment advisory services to public pension systems, insurance companies, a sovereign wealth fund and an institutional client. In addition, the firm advises PMIT, a privately offered pooled investment vehicle, as well as some securitization trusts, which issue securities backed by various types of real estate debt investments. Investors in PMIT include public and corporate pension systems, charitable foundations, and high net worth individuals.