Private Wealth Team

2 FOR HOME OFFICE AND ADVISOR USE ONLY. Ling-Wei Hew, CFA, Principal Director - Multi-Asset & Alternatives Research Ling-Wei Hew is a Principal Director at Envestnet | PMC. In this role, she oversees the team of analysts responsible for conducting research and due diligence on third-party, multi-asset, strategist managers featured on the firm's platform, and enhancing the development of the firm's research in this area. In addition, Ms. Hew also serves on the investment committee for Envestnet | PMC and Envestnet Retirement Solutions. Prior to joining Envestnet | PMC in 2016, Ms. Hew spearheaded the research on ETF managed portfolio strategies at Morningstar, Inc. In this role, she was responsible for educating key industry players on best practice standards and industry trends through the publication of white papers, landscape reports, and firm and strategy due diligence. Ms. Hew holds a BA in economics from Wellesley College and an MBA from UCLA. She has earned the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Los Angeles. David Chandler, CFA, Senior Investment Analyst – Equity Research Mr. Chandler is a Senior Investment Analyst for Envestnet | PMC. He has over 15 years of manager research and due diligence experience. He is currently responsible for conducting due diligence on equity managers primarily in the large cap value asset class. Prior to joining Envestnet in 2018 through the FolioDynamix acquisition, Mr. Chandler was a Managing Director at FolioDynamix, which he joined in 2003. In that role he was responsible for direct leadership of the firm's investment research and overlay management teams. Before assuming these leadership roles he had primarily served the firm as its value research analyst. Mr. Chandler has also worked at Chi Asset Management and Siemens where he was an Equity Analyst and Advanced Programmer Analyst respectively. Mr. Chandler received a BS degree in Computer Engineering from Pennsylvania State University, as well as an MBA from Villanova University. He is additionally a CFA charterholder and member of both CFA Institute and the CFA Society of Sacramento. Frank Wei, CFA, CAIA, Senior Investment Analyst – Alternatives Research Mr. Wei is a Senior Investment Analyst on Envestnet | PMC's Research team. Prior to joining PMC, Mr. Wei served as a portfolio manager and analyst at FundQuest and was responsible for the oversight of separately managed accounts, as well as the management of client assets. Before joining FundQuest in 2001, he held positions at Salomon Smith Barney and ABN AMRO Securities as a Research Analyst and Equity Analyst, respectively. Mr. Wei has over 10 years of industry and investment management experience. He holds a BA in Economics from East China Normal University and an MBA from the Leonard N. Stern School of Business at New York University. He has earned the designations of Chartered Financial Analyst and Chartered Alternative Investment Analyst. Beau Noeske, CFA, CAIA, Senior Investment Analyst - Alternatives Research Beau Noeske is a Senior Investment Analyst at Envestnet | PMC and has over 15 years of manager research and due diligence experience. He is responsible for reviewing and conducting due diligence on Large Cap Core and All Cap equity managers. Mr. Noeske started his career with FolioDynamix, where he served clients for more than a decade in the roles of Senior Investment Analyst, Director of Investment Analytics and Communication, and Portfolio Manager. As a Senior Investment Analyst, Mr. Noeske covered a broad spectrum of investment strategies across both equity and fixed income. As Director, he served as the Folio research team's specialist in MSCI Barra program analytics and led tax optimization training sessions for clients. Additionally, he was a co-founder and Co-Portfolio Manager for Folio's VisX program. Prior to joining Envestnet in 2018, Mr. Noeske was a Portfolio Manager with Logia Portfolio Management, where he researched investment opportunities, formulated capital market assumptions, and managed allocations for high net worth individuals. Mr. Noeske received a BBA in Banking and Financial Economics at the University of North Dakota and has earned the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. He is a member of the CFA Institute and CFA Society of Las Vegas.

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