Issue link: https://resources.envestnet.com/i/1534950
12 FOR HOME OFFICE AND ADVISOR USE ONLY. Jeremy Soister, CFA, Institutional Consultant Jeremy Soister, CFA serves as an Institutional Consultant for Envestnet | PMC. Within this role, Mr. Soister acts as a liaison for Envestnet | PMC's enterprise and RIA clientele through PMC's Premium Research and CIO Support Services offering. Mr. Soister works to create custom wealth management solutions for his clients, leveraging off of PMC's Portfolio Management and Research capabilities. Prior to joining Envestnet in December 2014, Mr. Soister worked as a Financial Representative for Northwestern Mutual. He earned a Bachelor's Degree in History and Classical Civilizations as well as a Master's Degree in Early Modern European History from Fordham University. Will Kemper, CFA, Investment Specialist Will Kemper serves as an internal investment specialist for Envestnet | PMC. Prior to joining PMC, Mr. Kemper worked for the Advisor Services Team and as Platform Consultant at Envestnet, providing help in operational matters. Mr. Kemper received his Bachelor of Arts degree from Denison University in Economics, minoring in Spanish. He is a CFA Charterholder. Nick Roberts, CFA, Investment Specialist Nick Roberts, CFA, serves as an Investment Specialist for the Envestnet | PMC. Prior to joining PMC, Mr. Roberts worked in Consultant Relations at Janus Henderson. In this role he helped drive ratings and opportunities with investment consultants for the firm's strategies. Mr. Roberts received his BS in Business Administration with an emphasis in Finance from the University of Colorado Boulder, minoring in Economics. He is a CFA Charterholder. Frank Sortino, CFA, Investment Specialist Frank Sortino, CFA, serves as an internal investment specialist for Envestnet| PMC. Prior to joining the investment specialist team, Frank was with Tax and Impact Overlay team at Envestnet| PMC since December 2018. Prior to joining Envestnet, Frank worked at JPMorgan Asset Management, specializing in Corporate Actions and assisting Portfolio Managers. Frank graduated magna cum laude from Saint Joseph's University in 2015 with a double major in Finance and Economics.