As Group President, Jim Patrick oversees Envestnet’s portfolio consulting group, which provides research, consulting, and asset management for independent advisors, broker-dealers, and institutions. Jim also leads Envestnet Retirement Solutions (ERS), which empowers advisors with a complete suite of solutions to provide holistic financial advice.
Prior to joining Envestnet, Jim was Co-Head of U.S. Distribution for Allianz Global Investors. Before that, he worked at Nicholas-Applegate Capital Management until their acquisition by Allianz Global Investors in 2001. Mr. Patrick is a founder and board member of the Institute for the Fiduciary Standard and is a founder and Chairman of the Cavendish Impact Foundation. He also sits on the Bassett Medical Center board, the Otsego County Conservation Association board, and the University of New Hampshire College of Liberal Arts board.
Jim received a B.S. in Business Administration from the University of New Hampshire and holds the FINRA Series 7, 24, 26, and 63 securities registrations, as well as the Series 65 investment advisor registration.