Tony has been at Envestnet MoneyGuide since its inception in 1997. As president, Tony is focused on overall growth strategy, execution and operations. He also has technical and management responsibility for the development of the MoneyGuidePro® systems, enterprise customer satisfaction, and is the system architect for all integrations and customized versions of our products.
Tony has over 25 years' experience designing and implementing computer systems for client companies, and over 15 years' experience in designing, developing, and supporting software systems in the financial services industry.
He is the most knowledgeable tech person for data integration in the financial services industry; we couldn't take a keyboard out of his hands if we tried.
Education:
B.S. in Computer Science and Information Systems from Appalachian State University in Boone, NC
Life before Envestnet MoneyGuide:
Tony was working at Compulife in 1991 overseeing product development, where he met Bob. Tony was also a System Engineer and Technical Project Manager for Unisys Corporation.
Family Life:
Tony resides in Powhatan County, Virginia with his wife Laura on their farm; home to several llamas, pigs, sheep, chickens, peacocks, bees, and their dog Nellie.
Joined the Envestnet MoneyGuide family in: 2009-2015, 2019
Years in the industry: 28+
Joe returns to the MoneyGuide family as Chief Operating Officer. A Certified Financial Planner, Joe brings to this role a distinctive set of financial planning industry experience, along with his passion for financial planning as exhibited during his entire career.
In this role, Joe is responsible for supporting the operations of MoneyGuide and the services delivered to clients. He works alongside the President and Chief Growth Officer to advance the organization’s vision, strategic priorities and growth goals.
During his time at MoneyGuide, Joe has been responsible for customer service and training, practice management and has made significant contributions to product design.
Education:
B.S. in Applied Economic and Business Management from Cornell University
Life before Envestnet MoneyGuide:
Joe led Financial Planning at UBS, including spending two years abroad in Zurich, Switzerland. Leaving MoneyGuide in 2015, Joe joined U.S. Bank as Head of Financial Planning and most recently Executive Director for Wealth Planning at BB&T Wealth. UBS, U.S. Bank and BB&T are MoneyGuide clients.
Family Life:
He lives in Virginia with his wife and three children.
Joined the Envestnet MoneyGuide family in: 2007
Years in the industry: 12+
Kevin has played a key role on the Envestnet MoneyGuide sales team in driving growth and building the company's overall sales capabilities. He progressed through a variety of sales roles, and was eventually promoted to EVP of Sales in 2017 then to Chief Growth Officer in October 2018.
As Chief Growth Officer, Kevin is responsible for driving strategic and operational initiatives to accelerate Envestnet MoneyGuide's growth, and overseeing sales and retention.
His passion is focusing on building long-term partnerships with customers to help them maximize the value they get from MoneyGuidePro® and MyBlocks.
He maintains an in-depth understanding of the requirements and demands of small and large organizations, and works closely with product development to create solutions that bring efficiency and results to business processes.
Life before Envestnet MoneyGuide:
Kevin focused on sales and relationship management in a variety of industries including advertising and music. Previous experience has given him a deep understanding of strategies and plans that help move consumers and businesses forward.
Family Life:
He resides in Virginia with his wife and two children. In his free time, he enjoys playing the guitar, drums, bass and keyboard. Along with trying to keep his kids out of trouble.
Joined the Envestnet MoneyGuide family in: 2015
Years in the industry: 25+
Matt joined Envestnet MoneyGuide as the company's Controller. He made an immediate impact by standardizing financial processes and improving Envestnet MoneyGuide's financial reporting and forecasting. Additionally, he implemented new programs across the company which resulted in significant expense savings.
As a result of all his contributions, Matt was promoted to Chief Financial Officer in January 2018.
In his position, Matt is responsible for the overall financial strategy and direction with the overall goal of accelerating innovation and driving market-based affordability efforts across the company.
Education:
B.S. in Finance and Economics from Towson University, and is a Certified Public Accountant
Life before Envestnet MoneyGuide:
Matt held various finance and accounting roles at the Federal Reserve, Genworth, Capital One, and Maxx Potential (CFO, Controller, Finance Leader, and Senior Manager).
Family Life:
He lives in Caroline County, Virginia with his wife and two kids, and is very active in his church and community. Matt teaches various levels of accounting classes at local universities, and actively tutors math, accounting, and finance at the high school and collegiate levels.
Joined the Envestnet MoneyGuide family in: 2013
Years in the industry: 15+
James has served as a great asset to business development by managing key relationships and continuously reaching sales goals. With over 15 years of financial and investment advisory experience, James focuses on helping our independent sales team with sales and licensing within the advisor market. He was promoted from Account Manager to VP of Independent Sales in October 2018.
As the VP of Independent Sales, James ensures his team meets key goals by coaching Account Managers and refining messaging for independent sales distribution channels.
Education:
B.S. from Virginia Polytechnic Institute and State University
Life before Envestnet MoneyGuide:
James was an Investment Counselor at BB&T. Previous experience also includes investment advisory at Village Bank and First Market Bank.
Family Life:
Resides in Virginia with his wife and two daughters.
Joined the Envestnet MoneyGuide family in: 2008
Years in the industry: 15+
From his days as a client service specialist to the Head of Training, Matt is known for his dynamic and humorous speaking style (and the occasional dad joke).
In his professional training career, he has been successful in applying blended instructional design techniques and methodologies using virtual and face to face delivery methods including e-learning, classroom-based workshops, and interactive webinars.
As the Head of Training, Matt is responsible for the development and delivery of all live and virtual MoneyGuide training. He and his team provide value-added learning and training programs to thousands of advisors, institutional clients, and Envestnet MoneyGuide employees.
Matt has spoken with over 45,000 advisors to ensure they have a comprehensive understanding of the MoneyGuide methodology, functionality and best practices relevant to the industry and applicable to helping them grow their practice and establish lasting relationships with their clients.
Education:
B.S. in Marketing Management from Virginia Tech
Life before Envestnet MoneyGuide:
Matt spent five years as a Financial Services Advisor at a regional bank.
Family Life:
He resides in Powhatan County, Virginia with his wife and three children, and coaches his son's baseball team.
Joined the Envestnet MoneyGuide family in: 2014
Years in the industry: 13+
Jessica and her team, which has tripled in size over the last few years, work collaboratively to deliver an excellent customer service experience to all MoneyGuide users.
In her role, she serves as a customer advocate, partnering with other departments and leadership to transform the customer experience.
Jessica oversees all client service operations including phone, email and chat, in addition to other key touch points and service channels.
Her focus is to build trust and strong long term relationships with our customers.
Education:
B.S. in Finance from Colorado Technical University
Certified Contact Center Manager
Life before Envestnet MoneyGuide:
Jessica worked with Edward Jones and Wells Fargo supporting advisors and their clients.
Family Life:
Resides in Virginia with her three children and dog, Tillman.
Joined the Envestnet MoneyGuide family in: 2015
Years in the industry: 10+
As the Head of Client Success, Tyler, and his team, help drive the success of MoneyGuide users. They are responsible for developing customer relationships and educating advisors on how financial planning will benefit their practice.
His practical approach to support and product implementation is rooted in first-hand experience from his time as a member of the Client Services team.
Tyler is focused on client success activities (i.e. on-boarding, support, adoption, and advocacy) and outcomes (i.e. retention and renewals), and leading a world-class client success team.
He continues to inspire client success across the company, and is dedicated to building and developing relationships with customers, both in the office and in the field.
Education:
B.A. in Political Science from LeMoyne College
Life before Envestnet MoneyGuide:
Tyler spent five years as a financial services professional and had a career as a PGA professional.
Family Life:
Resides in Virginia with his wife and their two dogs, Packer and Cassady.
Bob founded Envestnet MoneyGuide, formerly known as PIEtech, Inc., in 1997. He has over 30 years of experience as an innovator in the software industry and has been designing financial planning software for the financial services industry for the past 25 years. He is a leader in developing easy-to-use, interactive software for use by advisors and their clients.
Bob serves as lead designer of Envestnet MoneyGuide's MoneyGuidePro© financial planning software. At its debut, MoneyGuidePro® was one of the first financial planning programs created for interactive, web-based use.
Under Bob's leadership, MoneyGuidePro© became the #1 financial planning software in the United States and is currently used by over 45,000 financial service professionals and finance students at the high school and collegiate level.
Bob has received recognition by Financial Planning magazine for his contributions to the industry; in 2009, he was selected as one of six industry "Movers and Shakers," and in 2012, he received the Tech Innovator award.
His focus is on strengthening Envestnet MoneyGuide's core business – it's only business – providing innovate financial planning software, while also working to lead our mission of Everyone needs and deserves a quality financial plan.
Education:
B.S. in Finance from Lehigh University in Bethlehem, PA
Publications:
"Monte Carlo Mania," published in Retirement Income Redesigned: Master Plans for Distribution, by Bloomberg Press in April, 2006.
"The Future of Financial Planning Software," published in Technology Tools for Today's High-Margin Practice, by Bloomberg Press in 2013.
Family Life:
Bob and his wife Karla reside in Powhatan, Virginia where they are active members of the community, supporting multiple charities and community initiatives.
Harold is President of Evensky & Katz a fee only financial advisory firm based in Coral Gables, Florida . Prior to forming his own company, he served as a Vice President of Investments with major investment banking firms.
Education:
B.S. and M.S. from Cornell University
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