Executive Managing Director,
Envestnet | Tamarac
What are your top accomplishments from the past year, and
how did you accomplish them?
When Envestnet adapted its organizational structure last
year, to place itself in a stronger position to create a premier
Financial Wellness Network, I assumed responsibility for
leading Envestnet | Tamarac, our premium platform solution for RIAs. When I started with Tamarac in 2008, we had
five employees; today we have over 380 staff between our
Seattle and Raleigh, N.C., offices, specifically supporting the
Under my leadership, Envestnet | Tamarac rolled out a new
portfolio management solution, PortfolioCenter Hosted, to
streamline daily operations and enrich client reporting for
Envestnet acquired PortfolioCenter around the time we
were evolving our broader organization, and one of my key
objectives last year was to focus on providing PortfolioCenter’s
existing users with elevated, best-in-class reporting insights
through the Tamarac platform, along with high-touch support.
I also managed the integration of PortfolioCenter into
the Tamarac offering, which significantly expands the audience of emerging RIAs that we can help to grow and scale
their businesses within a secure cloud-based solution at an
With the addition of PortfolioCenter, we added over 2,000
RIA firms to our growing Tamarac client base, totaling over
3,100 RIA clients managing over $1.2 trillion in collective
assets. As a side note, the total client AUM was only $10 million
when I started with the organization in 2006. My colleagues
and I are proud to be able to provide smaller and emerging
RIAs with a foundation to help deliver better outcomes, and
financial wellness, to clients.
How can more women become part of Wealth Tech/innovation?
I encourage women to avoid limiting themselves to what they
envision their careers will look like when they enter the workforce, and to think outside of the boundaries of their college
major or previous employment history.
The financial services industry is extremely broad and continuously evolving, with different areas that cross over. There
are many paths to explore.
My background wasn’t in technology specifically — it was
finance and marketing, so I never envisioned myself working for
a Wealth Tech company. Technological innovation has brought
all areas of financial services closer together, so everything we
learn and do can be applied to many parts of the industry.
Financial services companies can also support nonprofit
organizations that expose young women to Wealth Tech, and
educate them about the industry and career opportunities.
Envestnet supports Her Spark, a nonprofit located near our
Tamarac offices in Raleigh, which seeks to resolve the gender
disparity in computer science, engineering, and technology by
equipping girls with the STEM skills and opportunities they
need to succeed in the careers of tomorrow.
We also support Black Girls Code, a foundation which aims
to empower and train more women of color for digital technology careers. Black Girls Code exposes African-American girls
between ages 7 and 17 to computer science and technology,
and gives them the skills to become innovators in STEM fields.
What advice would you give your younger self and/or other
women starting out in their careers?
Don’t limit yourself based on your initial perceptions of where
you think your career will take you. When we’re younger, we
often think the choice we make today is the one we have to
be happy with for the next 30 years — but it’s not. You can
always change course. People change, and so do companies
Look for opportunities to pursue your interests and passions, and be open to trying new things. You may surprise yourself with how much a new experience or subject appeals to you.
Make sure you’re open to taking risks. My background
wasn’t in technology, but I followed my instincts and joined
Envestnet | Tamarac because I knew in my gut that it was the
right place for me. By stretching outside your comfort zone
you’ll meet new friends, develop new interests, and learn
What are your top sources of insights and inspiration?
My mother has been an inspirational role model for me. She
began her professional journey running an accounting business. Then, she decided to make a change in her life and study
entomology — and went back to school for her bachelor’s
degree, master’s degree and Ph.D., and began a new career. My
mom is a prime example of how your career choices don’t have
to be lifelong decisions. She taught me you can always go a different route to find happiness and fulfillment.
Also, the corporate culture we maintain throughout
Envestnet creates a supportive, people-focused environment
where listening to customers, and developing ways to meet
their needs through our ongoing technology enhancements, is
at the heart of what we do.
Envestnet’s goal is to give advisors best-in-class tools and
insights to help them improve financial outcomes for their
clients, and enable those clients to achieve financial wellness.
Every member of our team is aware of this mission, and being
part of such a healthy workplace inspires us every day to work
with our customers so they can help make financial wellness a
reality for more people.