Private Wealth Team

1 FOR HOME OFFICE AND ADVISOR USE ONLY. Meet Our Team Whether you're an independent advisor, a broker-dealer or an institutional investor, Envestnet provides you with all the experience and solutions you need — from comprehensive manager research to portfolio consulting and portfolio management — to help you improve client outcomes. Research Todd Rais, CAIA, Principal Director, CIO Support & Research Mr. Rais serves as a Senior Institutional Consultant for Envestnet | PMC. Within this role, Mr. Rais and the Institutional Consulting team act as relationship support to Envestnet | PMC's enterprise clients and assist with the creation of custom wealth management solutions. Mr. Rais also spends a portion of his time on product management and client servicing related to Envestnet | PMC's Premium Research offering. Mr. Rais joined the Envestnet team in April 2012 when Prima Capital was acquired by Envestnet. Prior to joining Prima Capital in 2010, Mr. Rais was a Senior Analyst at Clayton Fixed Income Services in Denver, CO, where he was responsible for providing reporting and analysis on a number of private- and agency-issued mortgage-backed securities. Mr. Rais holds a B.S. degree in Business Administration with a concentration in Finance from Miami University in Ohio. He also holds his Series 65, the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association. David Hawal, CFA, Principal Director – Equity & Fixed Income Research Mr. Hawal is Principal Director of Equity & Fixed Income Investment Research for Envestnet | PMC. In this role, he oversees the firm's research and due diligence efforts on active equity and fixed income managers, and is responsible for the leadership, development, and organizational and administrative functions of the traditional research team. Mr. Hawal has over 15 years of investment industry experience and has been a member of the PMC Research Team since 2013, having performed manager research and due diligence on separate account, mutual fund, and ETF investment managers across a variety of asset classes. Mr. Hawal also serves on the investment committee for Envestnet | PMC. Mr. Hawal began his career at Envestnet in 2009 as a Senior Portfolio Specialist, where he managed trading responsibilities for client mutual fund wraps, separate accounts, and fund strategist portfolios. Prior to joining Envestnet, he worked as a trading specialist at Charles Schwab, beginning in 2007. In this role he primarily focused on equity and mutual fund trading. Mr. Hawal also served as a resolution manager on Schwab's client advocacy team. Mr. Hawal received a BBA degree from Loyola University Maryland with dual majors in International Business and Spanish, as well as an MBA in Finance from John Carroll University. Mr. Hawal has earned the right to use the Charted Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Colorado. He previously held the FINRA Series 7 and 63 licenses.

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