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Envestnet, Inc. is an American financial technology corporation which develops and distributes wealth management software and products to financial advisors and institutions. The company's main product is an advisory platform that integrates the services and software used by financial advisors in wealth management.
John G. Taft is an American financier and writer. He is currently a Vice Chairman of Baird and member of the firm's executive committee.
Thomas C. Naratil is an American business executive in the financial industry. After serving as president of both UBS Wealth Management Americas and UBS Americas since early 2016, Naratil was appointed CEO of UBS Americas Holding LLC and became co-president of Global Wealth Management of UBS Group AG and UBS AG in early 2018.
References
- ↑ "[barrons.com article]". 2011-02-05. Retrieved 2012-05-21.
- ↑ "[ubs quarterly report]" (PDF). 2009-11-03. Retrieved 2012-05-21.
- ↑ "[bergencountysociety]". Archived from the original on 2012-07-28. Retrieved 2012-05-21.