• 30+ years of executive experience in wealth management
  • Contributing writer, providing content that supports Investopedia’s Impact Investing Platform and wealth management subject matter
  • Founder of an organization for executive women in the financial industry and sits on the boards of several nonprofits

Experience

Pamela has more than 30 years of executive experience in wealth management, retirement planning, financial advising, and investing. She is the executive managing director of Impact Investing at Envestnet, Inc.

At Envestnet she works to partner with clients on solutions that facilitate and broaden capabilities for impact investing in securities with the purpose of generating beneficial social, environmental, or other results. She is also involved in product development, education and training primarily focused on financial advisers. At Envestnet, Pamela formerly served as executive managing director of Envestnet’s Advisor Now, a digital advisor platform.

As a thought leader and impact investing industry influencer, Pamela has extensive domestic and international experience in the wealth management industry. Before working with Envestnet, she spent 15 years leading PFJ Consulting LLC, a firm she founded to focus on wealth management consulting services in the areas of strategic planning, product development, and industry solutions. Her clients included Envestnet as well as numerous national registered investment advisers, multifamily offices, broker-dealers, nonprofits, and asset managers.

Before founding PFJ, Pamela held leadership positions at SEI Investments, Fidelity Investments, and Thomson Reuters. She is a board member for the Moyer Foundation, a 501(c)(3) focused on helping families affected by grief and addiction. Pamela also sits on the advisory board for Benefunder, a group which connects researchers and philanthropists, and is the founder of Connected Women, a networking group for senior women in investment management.

Education

Pamela earned her Bachelor of Science in Marketing and Economics from the University of Maryland.