Jamie Green

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  Pershing to Launch NetX360 Mobile Update at Insite

  By Joyce Hanson, AdvisorOne  |  May 15, 2013

  Pershing leverages the deep, $2 billion pockets of its BNY Mellon parent in a way that many competitors can’t match.

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  2013 SMA Managers of the Year: Envestnet Prima’s Jessica Leoncini on Fixed Income Awards—Video

  By John Sullivan, AdvisorOne  |  May 3, 2013

  Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Envestnet | Prima Senior Investment Analyst Jessica Leoncini about the research behind the selection of the nominees and winners in the Fixed Income category.

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  2013 SMA Managers of the Year: Envestnet’s Jim Patrick on ‘Envestnet Intelligence’—Video

  By John Sullivan, AdvisorOne  |  May 3, 2013

  Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Envestnet Executive Vice President Jim Patrick about updates to “Envestnet Intelligence.”

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  2013 SMA Managers of the Year: Envestnet PMC’s Chris Devenney on Mid-Cap Awards—Video

  By John Sullivan, AdvisorOne  |  May 3, 2013

  Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Envestnet Investment Analyst Chris Devaney about the research behind the selection of the nominees and winners in the Mid-Cap Equity category.

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  2013 SMA Managers of the Year: Envestnet’s Ken Shaw on How Nominees Are Selected—Video

  By John Sullivan, AdvisorOne  |  May 3, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Envestnet Senior Vice President Ken Shaw about the research that goes into selecting the nominees and winners of the SMA Managers of Year.

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  2013 SMA Managers of the Year: Envestnet Tamarac’s Stuart DePina on CRM Updates—Video

  By John Sullivan, AdvisorOne  |  May 3, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Envestnet | Tamarac Group President Stuart DePina about changes to their CRM platform.

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  2013 SMA Managers of the Year: Wedgewood Partners’ David Rolfe, U.S. Equity Large-Cap—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with David Rolfe of St. Louis-based Wedgewood Partners about their award in the U.S. Equity Large-Cap Growth category.

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  2013 SMA Managers of the Year: Thomas White International ADR’s Tom White, International Equity—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Thomas White of Thomas White International ADR about their award in the International or Global Equity category.

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  2013 SMA Managers of the Year: Earnest Partners’ Paul Viera, U.S. Equity Mid-Cap—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Paul Viera of Earnest Partners about their award in the U.S. Equity Mid-Cap Core category.

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  2013 SMA Managers of the Year: Robeco Boston Partners’ David Pyle, U.S. Equity Large-Cap—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with David Pyle of Robeco Boston Partners about their award in the U.S. Equity Large-Cap Value category.