Personalized Retirement Advice for Employees

In this video, Erik Preus, CFA, Group Head, Investment Solutions, talks about Envestnet's workplace personalized retirement accounts that provide employees with a custom saving and investment strategy.

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Erik Preus, CFA
Group Head, Investment Solutions, Envestnet

In his role, Erik Preus is responsible for the oversight and leadership of the investment solutions we offer to our clients in a variety of areas, including Tax Overlay, Sustainable Investing, Retirement Fiduciary Services, CIO Support, and packaged portfolio solutions. These solutions are designed to bring Envestnet | PMC's institutional research, due diligence, investment solutions and consulting expertise to our clients to empower their financial advisors to enhance client outcomes. Mr. Preus joined PMC in 2014 via Envestnet’s acquisition of Placemark Investments, where he was head of enterprise sales and business development.

Personalized Retirement Advice for Employees
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