Janis Zvingelis
Director of Research - Equity at Envestnet Asset Management, Inc.
Profile
Dr. Janis Zvingelis is Senior Vice President & Director of Quantitative Research at Envestnet Asset Management, Inc. He is responsible for leading PMC's research efforts involving quantitative finance, such as capital market forecasts, asset allocation strategies, portfolio implementation, and tax optimization.
He brings knowledge of a variety of quantitative and statistical techniques to the analysis of financial research projects.
He is a member of both the PMC and Envestnet Retirement Solutions Investment Committees.
Prior to joining Envestnet Asset Management, Dr. Zvingelis was a research consultant with Mesirow Financial and Ibbotson Associates.
Dr. Zvingelis earned his PhD in Finance from The University of Iowa.
He also holds a MA degree in Economics/Econometrics and an MSc degree in statistics, both from the University of Iowa as well as an MSc in Financial Mathematics from The University of Chicago.
He obtained his BA degree summa cum laude in Economics from Central College in Pella, Iowa.
He is a CFA Charter holder.
Janis Zvingelis active positions
| Companies | Position | Start |
|---|---|---|
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. | Director of Research - Equity | 2008-05-31 |
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The company is based in Chicago, IL. The CEO of the company is William C. Crager. | Director of Research - Equity | 2019-12-31 |
Former positions of Janis Zvingelis
| Companies | Position | End |
|---|---|---|
Mesirow Financial, Inc.
 Mesirow Financial, Inc. Investment ManagersFinance A subsidiary of Mesirow Financial Holdings, Inc., Mesirow Financial, Inc. is a broker/dealer headquartered in Chicago with an additional office in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Mesirow was founded in 1937 by Norman Mesirow. | Corporate Officer/Principal | - |
Training of Janis Zvingelis
| University of Iowa | Doctorate Degree |
| Central College | Undergraduate Degree |
| The University of Chicago | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
Mesirow Financial, Inc.
Mesirow Financial, Inc. Investment ManagersFinance A subsidiary of Mesirow Financial Holdings, Inc., Mesirow Financial, Inc. is a broker/dealer headquartered in Chicago with an additional office in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Mesirow was founded in 1937 by Norman Mesirow. | Finance |
QRG Capital Management, Inc.
QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The company is based in Chicago, IL. The CEO of the company is William C. Crager. | Finance |
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