Focus Financial Annual Summit
A dynamic firm-wide event designed for learning, networking, and celebrating achievements.
Envestnet
Chad Edwards
Presentation and Supplimental Materials
Bio
Chad Edwards, Regional Director, VP supports new and existing financial advisors as a lead relationship manager, coordinating resources and providing advisors with a thorough introduction and orientation to the platform. He is available to travel to meet with advisors, help them identify client opportunities, provide assistance at the point of sale and offer aid with marketing opportunities. Areas of expertise include:
- Maintaining and scaling a fee-based practice
- Leveraging robust platform tools including research, overlay services, and reporting
- UMA model creation and management
- Product insight for strategic, dynamic and tactical solutions
- Modern portfolio construction concepts
- Asset Consolidation Stratégies
Chad Edwards has been with Envestnet since 2007 and previously worked for Old Mutual Capital where he was an internal wholesaler involved in selling Old Mutual’s funds and SMA’s to retail clients. Chad also has a BA. in Finance from Fort Lewis College.
