Direct Indexing and the Shift to Personalized Portfolios

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Speakers

Brandon Thomas
Co-Founder and Co-CIO
Envestnet, Head of QRG

As QRG’s Managing Principal and Chief Investment Officer, Mr. Thomas is responsible for the firm’s strategy and oversees portfolio management capabilities. Mr. Thomas is also a co-founder of Envestnet and the Chief Investment Officer of Envestnet | PMC.

Mr. Thomas received an AB in Economics from Brown University, an MBA in Finance and Accounting from the University of Chicago, and a JD from DePaul University.

Michael Featherman, CFA
Head of Investment Consulting
Envestnet | PMC

Mr. Featherman serves as the Head of PMC’s advisor-facing consultants on both the Investment Specialist team as well as the Investment Product Consultant team. Mr. Featherman is also responsible for overseeing Envestnet’s High Net Worth investment offerings at both the enterprise and advisor level.

Prior to joining Envestnet | PMC in 2007, Mr. Featherman worked at Haverford Financial Services beginning in 2002, where his responsibilities included portfolio management, client relationship management, wholesaling to financial intermediaries, and equity and fixed income trading. He began his career in the financial services industry as a financial advisor for UBS Financial Services.

Mr. Featherman holds a BS degree in Biology with a minor in Economics from Bowdoin College. He holds the Series 7 securities registration and 65 advisor registration and is a CFA charterholder.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.