Enterprise Relationship Management Team WA ID NV CA AK HI AZ UT CO WY MT ND MN IL IN OH MI PA NY ME VT NH CT RI NJ DE MD DC MA TN MS AL GA SC NC VA WV KY FL PR WI IA MO SD NE KS NM TX OK AR LA OR New York Courtney Robertiello VP, Senior Relationship Manager 212.642.7420 [email protected] Boston Kristin Allard AVP, Relationship Manager 617.692.9701 [email protected] Andy Simonetti VP, Relationship Manager 617.692.9751 [email protected] Denver Wiley Asher VP, Senior Relationship Manager 303.824.8113 [email protected] Management Team Andrew Stavaridis Managing Director, Head of Relationship Management 617.692.9754 [email protected] Michelle Garrett SVP, Director Enterprise Relationships 312.827.7026 [email protected] Katie Williams SVP, Director of Independent Advisor Network Relationships 312.827.3967 [email protected] The Enterprise Relationship Management team provides home office relationships with ongoing service and support. Our team is comprised of two divisions—the Enterprise Relationships team that supports broker dealer home office relationships and the Independent Advisor Network Relationships team that supports high-net-worth RIA’s and aggregators. The information provided is based on currently available information as of the date of this writing and may be subject to change at any time without prior notice. April 2014 © 2014 Envestnet, Inc. All rights reserved. www.envestnet.com Libby Chase VP, Senior Relationship Manager, Manager, Enterprise Support 312.827.3968 [email protected] Lucy Dolya Enterprise Liaison 312.601.2761 [email protected] Karle Flentge VP, Relationship Manager 312.827.3958 karle.fl[email protected] Andrea Istwan VP, Senior Relationship Manager 312.827.2811 [email protected] Nicola Perry VP, Relationship Manager 312-827-3982 [email protected] Lauren Roberts VP, Relationship Manager 312.827.7051 [email protected] Hok Taing AVP, Associate Relationship Manager 312.601.2753 [email protected] Amanda Warner AVP, Relationship Manager 312.827.2818 [email protected] Chicago

Enterprise Relationship Management Team · Andy Simonetti VP, Relationship Manager 617.692.9751 [email protected] Denver Wiley Asher VP, Senior Relationship Manager 303.824.8113

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Enterprise Relationship Management Team

UTCO

MT ND

IL INOH

VTNH

CT RI

DEMD

MS AL GA

VAWV

OKAR

New York

Courtney RobertielloVP, Senior Relationship [email protected]

Boston

Kristin Allard AVP, Relationship Manager [email protected]

Andy SimonettiVP, Relationship [email protected]

Denver

Wiley AsherVP, Senior Relationship Manager [email protected]

Management Team

Andrew StavaridisManaging Director, Head of Relationship [email protected]

Michelle GarrettSVP, Director Enterprise [email protected]

Katie WilliamsSVP, Director of Independent Advisor Network [email protected]

The Enterprise Relationship Management team provides home offi ce relationships with ongoing service and support. Our team is comprised of two divisions—the Enterprise Relationships team that supports broker dealer home offi ce relationships and the Independent Advisor Network Relationships team that supports high-net-worth RIA’s and aggregators.

The information provided is based on currently available information as of the date of this writing and may be subject to change at any time without prior notice. April 2014 © 2014 Envestnet, Inc. All rights reserved. www.envestnet.com

Libby ChaseVP, Senior Relationship Manager, Manager, Enterprise [email protected]

Lucy DolyaEnterprise [email protected]

Karle FlentgeVP, Relationship Manager312.827.3958karle.� [email protected]

Andrea Istwan VP, Senior Relationship [email protected]

Nicola PerryVP, Relationship [email protected]

Lauren RobertsVP, Relationship [email protected]

Hok TaingAVP, Associate Relationship [email protected]

Amanda WarnerAVP, Relationship [email protected]

Chicago