Issue link: https://resources.envestnet.com/i/1534950
10 FOR HOME OFFICE AND ADVISOR USE ONLY. Cal Bryant, CFA, Senior Vice President, PMC Overlay Services Cal Bryant, CFA, is Senior Vice President, PMC Overlay Services. In this role, he leads the PMC Overlay Services team, which is responsible for implementing PMC's Tax Overlay and Impact Overlay services for advisors and clients. Mr. Bryant has over 20 years of experience in the investment services industry. He joined Envestnet with the acquisition of Placemark Investments in October 2014. At Placemark, he held numerous roles, leading the Portfolio Management, Operations, and Trading teams. He also served on the Investment Committee. Mr. Bryant graduated from the University of South Carolina, Magna Cum Laude, with a B.S. in Business Administration and is a CFA Charterholder. Russell Colburn, Principal Director, High-Net Worth Solutions Russell Colburn serves as an investment specialist and is responsible for consulting with financial advisors on asset allocation and investment manager selection for client portfolios. He offers investment insight as a liaison for the Envestnet | PMC investment research team and provides investment guidance to advisors to help them determine the appropriate portfolio strategies for their clients. Mr. Colburn holds a BS degree in Finance from the Kelley School of Business at Indiana University and an MBA in Finance and Derivative Markets from Loyola University. Regan Ryan, Vice President, Senior Investment Specialist Mr. Ryan serves as a senior investment specialist and is responsible for providing analytical and research assistance to the Envestnet | PMC Consulting team. Additionally, he offers investment guidance to advisors to help them determine the appropriate portfolio strategies for their clients. Before joining PMC in April 2010, Mr. Ryan worked for five years as a senior trader on the Envestnet trading desk. Prior to that, he worked as an equity trader at Great Point Capital, beginning in 2003. Mr. Ryan holds a BS degree in Finance and an MBA from Purdue University. He also holds the FINRA Series 7, 24, 55, and 63 securities licenses and the Series 65 investment advisor registration. Enrique Gelpi, CIMA, MBA, Director, Investment Specialist Enrique Gelpi, CIMA, MBA serves as a senior investment specialist and is responsible for consulting with financial advisors on asset allocation and investment manager selection for client portfolios. He offers investment insight as a liaison for the Envestnet | PMC investment research team and provides investment guidance to advisors to help them determine the appropriate portfolio strategies for their clients. Prior to joining PMC, Mr. Gelpi was the manager of investment advisory services and consulting at Popular Securities (Banco Popular). Mr. Gelpi holds a BSE degree from Tulane University and an MBA from Georgetown University's McDonough School of Business. He is a Certified Investment Management Analyst (CIMA) and holds FINRA Series 7 and Series 66 registrations. Alan Kreuzberger, CFA, Director, Investment Specialist Alan Kreuzberger, CFA, serves as a senior investment specialist and is responsible for consulting with financial advisors on asset allocation and investment manager selection for client portfolios. He offers investment insight as a liaison for the Envestnet | PMC investment research team and provides investment guidance to advisors to help them determine the appropriate portfolio strategies for their clients. Prior to joining PMC in 2013, Mr. Kreuzberger worked at Fidelity Investments and Morgan Stanley Smith Barney as a financial advisor. Matthew Tripp, CFA, Director, Investment Product Consultant Matthew Tripp, CFA, serves as a product specialist and provides customized support and in-depth product knowledge on the full suite of Envestnet | PMC product offerings. He offers strategic product guidance to advisors to help them determine the appropriate portfolio strategies for their clients in partnership with the PWC investment specialist team. Prior to joining PMC in 2021, Mr. Tripp worked at Aegon Asset Management as a Client Portfolio Manager and Touchstone Investments as a Vice President of Institutional Sales.