Estee Faranda

Director/Board Member at

YCharts, Inc.

Finance

Technology Services

Profile

Estee Faranda is currently a Director at YCharts, Inc. She previously worked as Director & Chief Executive Officer at PFS Investments, Inc. from 2020 to 2023, Managing Director at Envestnet, Inc. from 2015 to 2020, Vice President at Morningstar Investment Services LLC from 2006 to 2015, and Vice President at Abn Amro Trust Services Co. from 1998 to 2006.
She also worked as a Senior Client Services Representative at New England Financial from 1995 to 1998.

Estee Faranda active positions

Companies	Position	Start
YCharts, Inc. YCharts, Inc. Packaged SoftwareTechnology Services Operates as a web based financial research and analysis platform for asset managers and advisors	Director/Board Member	2021-01-31

All active positions of Estee Faranda

Former positions of Estee Faranda

Companies	Position	End
PFS Investments, Inc. PFS Investments, Inc. Investment ManagersFinance PFSI is responsible for administering the Program and provides the centralized technology platform on which it operates. The firm is also responsible for implementing the investment strategies in the accounts of the investors in the Program.	Chief Executive Officer	2023-08-31
ENVESTNET, INC.	Corporate Officer/Principal	2019-12-31
Morningstar Investment Services LLC Morningstar Investment Services LLC Investment ManagersFinance MIS is a valuation-driven investor that strives to minimize costs by investing for the long-term and taking a fundamental approach to find opportunities. The firm focuses extensively on the portfolio structure to maintain a careful balance between being allocated similarly to the portfolio benchmarks and one that reflects their assessment of the value available in the current market environment.	Corporate Officer/Principal	2015-02-28
Abn Amro Trust Services Co. Abn Amro Trust Services Co. Regional BanksFinance Provides trust services and asset management services	Corporate Officer/Principal	2005-12-31
New England Financial New England Financial Insurance Brokers/ServicesFinance Provides insurance and financial services	Corporate Officer/Principal	1997-12-31

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Linked companies

Private companies	6
Morningstar Investment Services LLC Morningstar Investment Services LLC Investment ManagersFinance MIS is a valuation-driven investor that strives to minimize costs by investing for the long-term and taking a fundamental approach to find opportunities. The firm focuses extensively on the portfolio structure to maintain a careful balance between being allocated similarly to the portfolio benchmarks and one that reflects their assessment of the value available in the current market environment.	Finance
PFS Investments, Inc. PFS Investments, Inc. Investment ManagersFinance PFSI is responsible for administering the Program and provides the centralized technology platform on which it operates. The firm is also responsible for implementing the investment strategies in the accounts of the investors in the Program.	Finance
New England Financial New England Financial Insurance Brokers/ServicesFinance Provides insurance and financial services	Finance
Abn Amro Trust Services Co. Abn Amro Trust Services Co. Regional BanksFinance Provides trust services and asset management services	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
Envestnet, Inc. Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform	Technology Services