Aptus Capital Advisors Announces Addition of Brian Jacobs, CFA, and Brett Bennett, CFA [Yahoo! Finance]
Envestnet, Inc (ENV)
Last envestnet, inc earnings: 2/20 04:05 pm
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US:NYSE Investor Relations:
investor.envestnet.com/investor-overview
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Source: Yahoo! Finance
FAIRHOPE, Ala., March 13, 2024 BUSINESS WIRE Aptus Capital Advisors (Aptus) is pleased to welcome Brett Bennett, CFA and Brian Jacobs, CFA to its investment team. These additions come during a period of growth for Aptus, alongside its acquisition of LibertyFi, a tech and operations consultancy for RIAs. Launched in 2013, Aptus aims to help advisors achieve better client outcomes by supporting their needs in portfolio design, due diligence and documentation, and client acquisition and messaging. The addition of LibertyFi in January has strengthened the firm's ability to deliver a turnkey solution for outsourced investment management, technology, and operations. Brett Bennett, CFA , focuses on portfolio reviews and fund due diligence at Aptus. He brings experience from Envestnet and Schwab, where he worked in money manager research and investment advice. Bennett earned his MBA from the University of Colorado-Denver and a bachelor's degree in Finance from Bentley University. Brian
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ENV
Earnings
- 2/22/24 - Beat
ENV
Sec Filings
- 4/5/24 - Form DEF
- 3/28/24 - Form 8-K
- 3/27/24 - Form 4
- ENV's page on the SEC website