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James Fox
Presidente presso
ENVESTNET, INC.
Profilo
James Lawrence Fox currently works at Envestnet, Inc., as Chairman from 2025, KGB, Inc., as Director, Madison CF UK Ltd., as Director, and Ultimus Financial Solutions LLC, as Director.
Mr. Fox also formerly worked at First Data Corp., as President & Chief Executive Officer, First Data Government Solutions LP, as President & Chief Executive Officer from 2001 to 2003, Shareholder Services Group, as President, Chief Executive Officer & Director, FundQuest, Inc., as Chief Executive Officer from 2010 to 2011, Envestnet Portfolio Solutions, Inc., as Interim Chief Executive Officer from 2024 to 2025, PFPC Worldwide, Inc., as Vice Chairman, BNY Mellon Investment Servicing (US), Inc., as Vice Chairman from 1999 to 2000, Pegasus Solutions Cos., as Director from 2006 to 2012, Rock of Ages Corp., as Director from 1997 to 2011, Brinker Capital Holdings, Inc., as Director from 2015 to 2020, FX Alliance, Inc., as Director, YCharts, Inc., as Director, The BISYS Group, Inc., as Chief Financial Officer & Executive Vice President from 2003 to 2005, Corporate Management Solutions, Inc., as President, and Gomez, Inc., as Chief Financial Officer & VP-Corporate Development from 2000 to 2001.
Mr. Fox received his Masters Business Admin degree in 1980 from Suffolk University and undergraduate degree in 1973 from The State University of New York.
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Posizioni attive di James Fox
| Società | Posizione | Inizio |
|---|---|---|
| ENVESTNET, INC. | Presidente | 30/03/2020 |
Ultimus Financial Solutions LLC | Direttore/Membro del Consiglio | - |
Madison CF UK Ltd.
 Madison CF UK Ltd. Finance/Rental/LeasingFinance Provides personal loans and credit card issuing services | Direttore/Membro del Consiglio | - |
KGB, Inc. | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di James Fox
| Società | Posizione | Fine |
|---|---|---|
Envestnet Portfolio Solutions, Inc.
 Envestnet Portfolio Solutions, Inc. Investment ManagersFinance Provides investment advice | Amministratore Delegato | 21/01/2025 |
Brinker Capital Holdings, Inc.
 Brinker Capital Holdings, Inc. Investment ManagersFinance Operates an investment management company | Direttore/Membro del Consiglio | 01/09/2020 |
FundQuest, Inc.
 FundQuest, Inc. Investment ManagersFinance FundQuest seeks to add value to clients' portfolios through active investment management. The firm strives to construct diversified portfolios of quality investments by utilizing a rigorous research process to balance return objectives and volatility considerations. Their ultimate goal is to help investors to realize their financial goals while minimizing risk. FundQuest provides institutional clients with discretionary portfolio management services. The firm constructs and manages portfolios that are customized to meet each clients needs. Their investment process in based on 4 steps: (1) asset allocation (2) tactical portfolio mix (3) security selection and (4) on-going portfolio monitoring. Portfolios are constructed to ensure each class of investor takes on an appropriate amount of risk. After setting the strategic allocation parameters, FundQuest creates a tactical portfolio mix. Within the equity and fixed-income asset classes, the firm includes several sub-asset classes and/or styles in the portfolio mix that include a variety of market-caps and valuations. The firm's security selection process includes a rigorous screening process to select and recommend best-of-breed money managers and mutual funds. FundQuest's investment committee meets regularly to review portfolio composition and performance, and to make investment change recommendations. FundQuest offers global managed account platforms that are customized to meet clients' unique needs. The firm's service and product solutions include: (1) Mutual Fund Advisory Programs (2) Unified Managed Accounts (3) Separate Account Programs (4) Active/Passive Portfolios (5) ETFs (6) Alternative Investments (6) Variable Annuities and (7) Offshore Funds. | Presidente | 13/12/2011 |
Rock of Ages Corp.
 Rock of Ages Corp. Construction MaterialsNon-Energy Minerals Manufactures and distributes granite blocks and memorials | Direttore/Membro del Consiglio | 19/01/2011 |
The BISYS Group, Inc.
 The BISYS Group, Inc. Data Processing ServicesTechnology Services Provides data technology outsourcing services | Direttore Finanziario/CFO | 01/10/2005 |
Formazione di James Fox
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
62
Relazioni di 1° grado
21
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 21 |
|---|---|
First Data Corp.
 First Data Corp. Miscellaneous Commercial ServicesCommercial Services Provides electronic commerce and payment services | Commercial Services |
The BISYS Group, Inc.
The BISYS Group, Inc. Data Processing ServicesTechnology Services Provides data technology outsourcing services | Technology Services |
Pegasus Solutions Cos.
 Pegasus Solutions Cos. Regional BanksFinance Provides transaction processing and electronic commerce services to hotel industry | Finance |
Rock of Ages Corp.
Rock of Ages Corp. Construction MaterialsNon-Energy Minerals Manufactures and distributes granite blocks and memorials | Non-Energy Minerals |
Corporate Management Solutions, Inc.
 Corporate Management Solutions, Inc. Financial ConglomeratesFinance Operates as a development stage company | Finance |
First Data Government Solutions LP
 First Data Government Solutions LP Miscellaneous Commercial ServicesCommercial Services Provides electronic commerce and payment services | Commercial Services |
Shareholder Services Group
 Shareholder Services Group Finance/Rental/LeasingFinance Automated loan recovery systems | Finance |
Gomez, Inc.
 Gomez, Inc. Information Technology ServicesTechnology Services Provides website management services | Technology Services |
PFPC Worldwide, Inc.
 PFPC Worldwide, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides fund administration and accounting services | Miscellaneous |
Suffolk University
 Suffolk University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Brinker Capital Holdings, Inc.
Brinker Capital Holdings, Inc. Investment ManagersFinance Operates an investment management company | Finance |
The State University of New York
 The State University of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FundQuest, Inc.
FundQuest, Inc. Investment ManagersFinance FundQuest seeks to add value to clients' portfolios through active investment management. The firm strives to construct diversified portfolios of quality investments by utilizing a rigorous research process to balance return objectives and volatility considerations. Their ultimate goal is to help investors to realize their financial goals while minimizing risk. FundQuest provides institutional clients with discretionary portfolio management services. The firm constructs and manages portfolios that are customized to meet each clients needs. Their investment process in based on 4 steps: (1) asset allocation (2) tactical portfolio mix (3) security selection and (4) on-going portfolio monitoring. Portfolios are constructed to ensure each class of investor takes on an appropriate amount of risk. After setting the strategic allocation parameters, FundQuest creates a tactical portfolio mix. Within the equity and fixed-income asset classes, the firm includes several sub-asset classes and/or styles in the portfolio mix that include a variety of market-caps and valuations. The firm's security selection process includes a rigorous screening process to select and recommend best-of-breed money managers and mutual funds. FundQuest's investment committee meets regularly to review portfolio composition and performance, and to make investment change recommendations. FundQuest offers global managed account platforms that are customized to meet clients' unique needs. The firm's service and product solutions include: (1) Mutual Fund Advisory Programs (2) Unified Managed Accounts (3) Separate Account Programs (4) Active/Passive Portfolios (5) ETFs (6) Alternative Investments (6) Variable Annuities and (7) Offshore Funds. | Finance |
FX Alliance, Inc.
 FX Alliance, Inc. Investment Banks/BrokersFinance Operates as a holding company with interest in providing electronic foreign exchange trading solutions | Finance |
BNY Mellon Investment Servicing (US), Inc.
 BNY Mellon Investment Servicing (US), Inc. Investment ManagersFinance Provides processing and technology services to the financial sector | Finance |
YCharts, Inc.
 YCharts, Inc. Packaged SoftwareTechnology Services Operates as a web based financial research and analysis platform for asset managers and advisors | Technology Services |
KGB, Inc. | |
Envestnet, Inc.
 Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform | Technology Services |
Envestnet Portfolio Solutions, Inc.
Envestnet Portfolio Solutions, Inc. Investment ManagersFinance Provides investment advice | Finance |
Madison CF UK Ltd.
Madison CF UK Ltd. Finance/Rental/LeasingFinance Provides personal loans and credit card issuing services | Finance |
Ultimus Financial Solutions LLC |
