Private Wealth Team

3 FOR HOME OFFICE AND ADVISOR USE ONLY. John Parsons, CIMA®, Senior Investment Analyst – Equity Research John Parsons is a Senior Investment Analyst for Envestnet | PMC. In this role, he conducts quantitative and qualitative research, analysis, and due diligence on domestic small cap equity mutual fund and separate account managers. Mr. Parsons joined the Envestnet | PMC research team in January 2018 when FolioDynamix was acquired by Envestnet. While at FolioDynamix, he was a Senior Investment Research Analyst responsible for ensuring that the firm's research process was adhered to within the Investment Research Group, and conducting due diligence on domestic core equity mutual fund and separate account managers. Prior to joining a predecessor firm of FolioDynamix in 2000, Mr. Parsons was a Marketing Research Analyst with Franklin Templeton, where he was the lead research analyst responsible for producing data and statistical content for the sales and marketing material of the firm's domestic equity mutual funds. Mr. Parsons entered the investment industry in 1992, and graduated cum laude with a BS in Business Administration with a concentration in Honors Accounting from San Francisco State University. He holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute, and previously held the FINRA Series 6, 7, and 66 licenses. He is also a member of the CFA Institute and CFA Society of Sacramento. Greg Richards, CFA, CFP®, Senior Investment Analyst – Multi-Asset Research Mr. Richards is a Senior Investment Analyst for Envestnet | PMC. In this role, he is responsible for conducting research and due diligence on strategist managers on the firm's platform. Prior to joining Envestnet | PMC, Mr. Richards served as an investment analyst for an independent RIA where he was responsible for portfolio construction, manager due diligence, and trading. In this role, he also acted as Chair of the firm's Investment Committee. Additionally, he regularly contributed economic commentary to the company website and client communications as well as prepared and delivered presentations to clients on investment and economic topics of interest. Mr. Richards holds a BA in Political Science from the University of Kansas and an MBA from the University of Kansas. Mr. Richards has earned the Chartered Financial Analyst designation, the Certificate in ESG Investing from the CFA Institute, and is a Certified Financial Planner™. Daniel Homan, CFA, Senior Investment Analyst – Equity Research Daniel Homan is a Senior Investment Analyst for Envestnet | PMC. In this role, he conducts quantitative and qualitative research, due diligence and ESG analysis on International Large-Cap, International Small-Cap, and Emerging Markets managers. In addition, he writes commentary on economic, geopolitical, and market-related topics. Mr. Homan joined the Envestnet | PMC research team in March of 2016. Prior to joining Envestnet | PMC, Mr. Homan was an Associate Vice President for two years with Callan Associates, an institutional consulting firm. At Callan, Dan provided analytical support to senior consultants in a variety of areas including investment manager research and monitoring, strategic planning, performance measurement, business development and other special projects. Before working with Callan, Mr. Homan was a Senior Analyst with Monticello Associates, an institutional investment consultant, for seven years in the performance department where he produced reports for clients. Mr. Homan earned his BS with dual majors, Finance and Marketing, from Iowa State University. He also holds a Masters of Business Administration from the University of Colorado at Denver with specializations in Investment Management and Financial Statement Analysis. Mr. Homan has earned the right to use the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Colorado. Eric Halverson, CFA, Senior Investment Analyst – Fixed Income Research Mr. Halverson is a Senior Investment Analyst for Envestnet | PMC. Within this role, he conducts qualitative and quantitative due diligence on fixed income and ESG separate account and mutual fund investment managers. Prior to transitioning to his current position, Mr. Halverson was a Senior Portfolio Specialist at Envestnet where he worked with broker-dealers and investment advisors to implement client portfolio strategies, while also supporting department management in trade-related inquiries. Mr. Halverson holds a B.B.A. degree in Finance from the University of Wisconsin at Whitewater and a Master's in Science of Finance degree with a specialization in Financial Analysis and Management from the University of Colorado at Denver. Mr. Halverson has earned the right to use the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Colorado.

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