Profilo
Mr. Edwin Zablan is an Assistant Vice President & Senior Investment Analyst at Envestnet Asset Management, Inc. He has over 15 years of manager research and due diligence experience.
He is responsible for reviewing and conducting due diligence on fixed income products and liquid alternatives.
Prior to joining Envestnet in 2015, Mr. Zablan was the Director of Manager Research at Watershed Investment Consultants Inc., an independent institutional consultant with over $4 billion in assets under advisement that caters to foundation/endowments, public pension plans and healthcare plans.
At Watershed, he led the Traditional Asset Class team where he designed and implemented new research due diligence initiatives, and chaired the monthly investment committee research meetings.
He was also responsible for client education and took part of new business opportunities.
He has appeared on several panels speaking to the institutional industry conferences including Mountain States Institutional Investor Forum, AIMSE, and Institutional Investor Roundtable.
Prior to joining Watershed, he worked at Rogers Casey in Darien, CT as a Research Analyst on fixed income and international equities.
He was also a member of Rogers Casey’s Manager Evaluation Committee which was responsible for evaluating and rating investment strategies.
Mr. Zablan received a BS in Finance and Accounting at Aurora University.
Precedenti posizioni note di Edwin Zablan
Società | Posizione | Fine |
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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. | Analista-Rendimento Fisso | 01/12/2022 |
Watershed Investment Consultants, Inc.
Watershed Investment Consultants, Inc. Investment ManagersFinance Watershed Investment Consultants, Inc. provides investment advice services. It provides sophisticated analytical tools and access to fundamental asset class-level statistics. The company is headquartered in Greenwood Village. CO. | Corporate Officer/Principal | - |
Formazione di Edwin Zablan
Aurora University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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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 |
Watershed Investment Consultants, Inc.
Watershed Investment Consultants, Inc. Investment ManagersFinance Watershed Investment Consultants, Inc. provides investment advice services. It provides sophisticated analytical tools and access to fundamental asset class-level statistics. The company is headquartered in Greenwood Village. CO. | Finance |
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