Private Wealth Team

14 FOR HOME OFFICE AND ADVISOR USE ONLY. Sonila Gjata, CFA, CAIA, Assistant Vice President, Senior Portfolio Manager Sonila Gjata is a Senior Portfolio Manager at Envestnet | PMC. She is a member of the Enterprise Portfolio Solutions team and is responsible for asset allocation, manager selection, research due diligence, and portfolio administration for multiple portfolios managed by PMC. Prior to joining the firm in October 2016, Sonila was an Investment Officer with BNY Mellon Wealth Management's Charitable Solutions group. In this role, she managed the planned giving portfolios of over 20 charitable organizations, including elite colleges and universities. Prior to that, she served as a Senior Investment Analyst for a boutique private equity company, where she oversaw all aspects of the firm's investment activity in illiquid securities. Sonila has over 10 years of industry and investment management experience. She holds a BS degree in Economics and Finance from the University of Parma, Italy, where she graduated summa cum laude. Sonila is a CFA charterholder and a member of the CFA Institute and Boston Security Analysts Society. She has also earned the Chartered Alternative Investment Analyst (CAIA) designation. Scott Keller, Portfolio Manager Scott Keller is a Portfolio Manager at Envestnet | PMC. He is a member of the Enterprise Portfolio Solutions team and is responsible for asset allocation, manager selection, research due diligence, and portfolio administration for multiple portfolios managed by PMC. Prior to joining Envestnet in August 2015, Mr. Keller worked at State Street Bank and Trust as a Custody Associate where he was responsible for the trading and reporting operations for a variety of hedge funds. Mr. Keller holds a BS in Economics from Brigham Young University – Idaho, and graduated from Bentley University where he earned a Master of Science in Finance. Rachel Mandeix, Portfolio Manager Rachel Mandeix is a Portfolio Manager at Envestnet | PMC. She is a member of the Enterprise Portfolio Solutions team and is responsible for asset allocation, manager selection, research due diligence, and portfolio administration for multiple portfolios managed by PMC. Ms. Mandeix joined Envestnet in June 2014 and previously served as an Investment Analyst on Envestnet | PMC's research team, where she was responsible for conducting research and due diligence on strategist managers on the firm's platform. Prior to joining Envestnet, Ms. Mandeix worked as a Client Services Administrator at the Raskin Planning Group, an affiliate of Lincoln Financial Advisors. She also previously served as a Marketing Coordinator at FundQuest Incorporated, prior to its acquisition by Envestnet. Mandeix holds a BA in Economics and Psychology from St. Lawrence University.

• Cover