Frank Wei
Analyst-Equity at Envestnet Asset Management, Inc.
Frank Wei active positions
| Companies | Position | Start | End |
|---|---|---|---|
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Analyst-Equity | - | - |
Career history of Frank Wei
Former positions of Frank Wei
| Companies | Position | Start | End |
|---|---|---|---|
FundQuest, Inc.
 FundQuest, Inc. Investment ManagersFinance Founded in 1993, FundQuest, Inc. is a registered Investment advisor headquartered in Boston. The firm is a subsidiary of BNP Paribas SA. They are a global provider of web-delivered wealth management services for financial institutions including Registered Investment Advisors, broker/dealers, banks, insurance companies, wealth management companies and trust companies. FundQuest provides connectivity to all major custodians and clearing firms and builds connectivity to institutions' existing self-clearing and trust accounting operations | Analyst-Equity | 13/10/2010 | 13/12/2011 |
| Analyst-Fixed Income | 13/10/2010 | 13/12/2011 | |
| Investment Committee Member | 13/10/2010 | 13/12/2011 | |
| ABN AMRO Securities (USA), Inc. | Corporate Officer/Principal | 31/12/1996 | 31/12/1996 |
| Salomon Smith Barney, Inc. | Corporate Officer/Principal | 31/12/2000 | 31/12/2000 |
Training of Frank Wei
| East China Normal University | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Statistics
International
| United States | 6 |
| China | 2 |
Operational
| Analyst-Equity | 2 |
| Corporate Officer/Principal | 2 |
| Analyst-Fixed Income | 1 |
Sectoral
| Finance | 5 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
FundQuest, Inc.
FundQuest, Inc. Investment ManagersFinance Founded in 1993, FundQuest, Inc. is a registered Investment advisor headquartered in Boston. The firm is a subsidiary of BNP Paribas SA. They are a global provider of web-delivered wealth management services for financial institutions including Registered Investment Advisors, broker/dealers, banks, insurance companies, wealth management companies and trust companies. FundQuest provides connectivity to all major custodians and clearing firms and builds connectivity to institutions' existing self-clearing and trust accounting operations | Finance |
| Salomon Smith Barney, Inc. | Finance |
| ABN AMRO Securities (USA), Inc. | Finance |
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Finance |
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