Ryan Tagal
Portfolio Manager-Equities at Envestnet Asset Management, Inc.
Profile
Mr. Ryan Tagal is a Director of Product Management at Envestnet Asset Management, Inc. In this role, he oversees all product management and development for PMC’s suite of product and service offerings.
This includes product oversight of PMC’s managed portfolios, consulting, and research offerings.
He also participates in the overall leadership and management of PMC, from a strategic positioning standpoint.
Prior to his current role, Mr. Tagal was a Vice President of Product Management for Envestnet’s Product Group, overseeing product ownership for areas of the Envestnet platform relating to Envestnet's separately managed account program and manager research.
He also acted as the Associate Portfolio Manager for PMC’s Paradigm Liquid Alternatives Portfolios and continues to serve on the firm’s liquid alternatives group.
He was a key member in the development of Envestnet’s classification and portfolio construction framework for mutual funds that employ alternative investment strategies.
Prior to joining Envestnet, he led Morningstar’s hedge fund initiative.
In this role, he oversaw the development of Morningstar’s hedge fund database, associated product development, and related research and methodology.
Before that, he was the Director of Quantitative Research at Cerulli Associates where he initiated Cerulli’s research in managed accounts, alternative investment products, and hedge funds in the mid-1990’s.
Mr. Tagal holds an SB in Physics from MIT and an MBA from the University of Chicago Booth School.
Ryan Tagal 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. | Portfolio Manager-Equities | 2009-12-31 |
Former positions of Ryan Tagal
Companies | Position | End |
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Cerulli Associates, Inc.
Cerulli Associates, Inc. Investment ManagersFinance Cerulli Associates, Inc. is an international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. The private company is based in Boston, MA and has subsidiaries in Singapore and United Kingdom. The company's analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments. The company was founded in 1992 by David Nadig, Kurt Cerulli. Kurt Cerulli has been the CEO since 1992. | Corporate Officer/Principal | - |
Training of Ryan Tagal
MIT Sloan School of Management | Undergraduate Degree |
The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
Private companies | 2 |
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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 |
Cerulli Associates, Inc.
Cerulli Associates, Inc. Investment ManagersFinance Cerulli Associates, Inc. is an international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. The private company is based in Boston, MA and has subsidiaries in Singapore and United Kingdom. The company's analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments. The company was founded in 1992 by David Nadig, Kurt Cerulli. Kurt Cerulli has been the CEO since 1992. | Finance |
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