Issue link: https://resources.envestnet.com/i/1534950
4 FOR HOME OFFICE AND ADVISOR USE ONLY. Michael P. Manning, CFA, Senior Investment Analyst – Equity Research Mr. Manning serves as a Senior Investment Analyst for Envestnet | PMC. In this role, he conducts research and due diligence on investment products using qualitative and quantitative evaluation techniques. Mr. Manning covers primarily large cap growth, all cap growth, and energy-related equity strategies. He also researches ESG and impact-oriented investment strategies. Mr. Manning joined the Envestnet | PMC research team in 2015. Before joining Envestnet | PMC in Denver, Mr. Manning served in relationship management roles for six years at GW&K Investment Management in Boston. At GW&K, he managed a broad range of equity and fixed income portfolios for institutional, RIA, and private clients. Before GW&K, Mr. Manning was a Senior Loan Specialist at State Street Bank & Trust (formerly Investors Bank & Trust), where he was responsible for accounting on several large mutual funds. Mr. Manning earned a BA in Political Science from the College of the Holy Cross and a Masters of Science in Finance from Brandeis University's International Business School. He has earned the Chartered Financial Analyst designation and is a member of the CFA Institute, CFA Society Boston, and CFA Society Colorado. Mr. Manning also holds the CFA Institute Certificate in ESG Investing. Monica Sengelmann, CFA, Senior Investment Analyst – Equity Research Monica Sengelmann serves as a Senior Investment Analyst for Envestnet | PMC. In this role, she conducts quantitative and qualitative research, analysis, and due diligence on equity mutual fund and separate account managers. She primarily covers International and Global Equity managers and also conducts analysis on sustainable investment strategies. Mrs. Sengelmann joined the Envestnet | PMC research team in February of 2017. Prior to joining Envestnet | PMC, Mrs. Sengelmann was an Associate Vice President for two years with Callan Associates, an institutional consulting firm. At Callan, Monica provided analytical support to senior consultants in a variety of areas including investment manager research and monitoring, strategic planning and implementation, performance analysis, and other special projects. Before working at Callan, Mrs. Sengelmann was an Institutional Equity Portfolio Administrator at Denver Investments. Mrs. Sengelmann graduated magna cum laude with a BS in Finance from the University of Colorado at Boulder. She has earned the right to use the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Colorado. Tanner C. Howard, CFA, Senior Investment Analyst - Equity Research Tanner Howard, CFA is an Investment Analyst on the Envestnet | PMC research team, covering actively managed small and small/mid cap investment strategies. Prior to his current role, he served 4.5 years as an Institutional Consultant for Envestnet | PMC, helping create custom wealth solutions for a wide range of clients. Mr. Howard received a Bachelors' degree from The Colorado College, majoring in Economics. He is also a CFA Charterholder. Christine Kirk, CFA, Senior Investment Analyst - Multi-Asset Research Christine Kirk, CFA is an Investment Analyst for Envestnet | PMC. She is responsible for conducting research and due diligence on strategist managers on the firm's platform. Prior to joining Envestnet | PMC, Ms. Kirk was an investment analyst for an independent RIA. In this role, she assisted in the management of portfolios and plan line-ups and was a member of the Investment Committee. Additionally, she was responsible for trading, manager research, and performance reporting. She also worked directly with and presented portfolio and plan information to individuals and institutional clients and committees. Ms. Kirk holds a BS degree in Business Administration with a dual concentration in Finance and Real Estate from Colorado State University, where she graduated magna cum laude. She previously held the FINRA Series 7 and 63 licenses.