Issue link: https://resources.envestnet.com/i/1534950
9 FOR HOME OFFICE AND ADVISOR USE ONLY. Consulting Erik Preus, CFA, Head of Investment Solutions, Envestnet | PMC In his role, Erik Preus is responsible for the oversight and leadership of the investment solutions we offer to our clients in a variety of areas, including Tax Overlay, Sustainable Investing, Retirement Fiduciary Services, CIO Support, and packaged portfolio solutions. These solutions are designed to bring Envestnet | PMC's institutional research, due diligence, investment solutions and consulting expertise to our clients to empower their financial advisors to enhance client outcomes. Mr. Preus joined PMC in 2014 via Envestnet's acquisition of Placemark Investments, where he was head of enterprise sales and business development. Mr. Preus has over 25 years of experience in the investment services industry, with considerable time spent in both investment management and investment consulting firms. Prior to joining Placemark, Mr. Preus was President of the RBC Funds and Head of Strategic Relationships for RBC Global Asset Management. While at RBC, Mr. Preus also served as Director of Investment Consulting Services within RBC's U.S. Wealth Management business. Prior to RBC, he held management and business development positions with Nicholas|Applegate, Delaware Investments, Jeffrey Slocum & Associates, and SEI Capital Resources. Mr. Preus earned his Bachelor's degree from the United States Air Force Academy, and he holds an MBA from the University of Dayton and an MA from the University of Hawaii. He is also a CFA charterholder. Michael Featherman, CFA, Head of Investment Consulting and Distribution* Mr. Featherman serves as the head of Envestnet|PMC's investment consulting and distribution capabilities. In this role Michael is responsible for leading Envestnet|PMC's investment product and services distribution to advisors and their clientele. Additionally, Michael leads Envestnet|PMC's high net worth and institutional consulting services that are offered to financial advisors where Envestnet|PMC's experience in asset allocation, investment manager selection, direct indexing and tax/ESG overlay capabilities is leveraged to enhance portfolio construction. Finally, Michael and his team offer investment insight as a liaison for the Envestnet|PMC Investment Research team and investment guidance to advisors to help them determine the appropriate portfolio strategies for their clients. Prior to joining Envestnet | PMC in 2007, Mr. Featherman worked at Haverford Financial Services beginning in 2002, where his responsibilities included portfolio management, client relationship management, wholesaling to financial intermediaries, and equity and fixed income trading. He began his career in the financial services industry as a financial advisor for UBS Financial Services. Mr. Featherman holds a BS degree in Biology with a minor in Economics from Bowdoin College and is a CFA charterholder. * non-voting member of the PMC Investment Committee Michael Pescatore, CIMA®, Senior Vice President, Overlay Services Director Michael Pescatore is responsible for advisor engagement for Overlay Services at Envestnet. Mr. Pescatore manages a team of professionals who work with investment professionals supporting their practice through the use of Overlay Services. In addition to his management responsibilities, he works with financial advisors and home offices educating financial professionals of the importance of Overlay Services. Much of his time is spent working collaboratively with advisors to develop and deliver customized tax or impact strategies for their clients. Mr. Pescatore has been working with advisors for over twenty years and began his career in the financial services industry at the Equitable as a Financial Consultant. Mr. Pescatore was the National Sales Manager for Placemark Investments at the time of the acquisition by Envestnet in October of 2014. Mr. Pescatore graduated from Syracuse University with a Bachelor of Science degree in Marketing. He has obtained his CIMA® designation and holds a Certificate in Financial Planning from Merrimack College.