Career history of Elizabeth Mary Uhl
Former positions of Elizabeth Mary Uhl
| Companies | Position | Start | End |
|---|---|---|---|
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. | Corporate Officer/Principal | 2005-08-30 | 2005-08-30 |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | 1999-12-30 | 1999-12-30 |
Summit Portfolio Advisors LLC
 Summit Portfolio Advisors LLC Investment ManagersFinance Founded in 2005, Summit Portfolio Advisors LLC is a registered investment advisor headquartered in Bozeman, Montana. The firm offer discretionary investment management services via separately managed accounts. They offer ongoing portfolio management services to retail and institutional clients. | Chief Executive Officer | 2005-08-31 | - |
| Compliance Officer | 2005-08-31 | - | |
| Portfolio Manager-Equities | 2005-08-31 | - | |
| President | 2005-08-31 | - |
Training of Elizabeth Mary Uhl
| The University of Colorado | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Corporate Officer/Principal | 2 |
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Summit Portfolio Advisors LLC
Summit Portfolio Advisors LLC Investment ManagersFinance Founded in 2005, Summit Portfolio Advisors LLC is a registered investment advisor headquartered in Bozeman, Montana. The firm offer discretionary investment management services via separately managed accounts. They offer ongoing portfolio management services to retail and institutional clients. | Finance |
| American Express Financial Advisors, Inc. | |
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 |
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