Russell Colburn
Principal Director - High Net Worth Solutions at Envestnet, Inc
- Role
- Principal Director - High Net Worth Solutions at Envestnet
- Location
- Oak Park, IL, US
- LinkedIn followers
- 500 followers
About Russell Colburn
Experienced Senior Investment Specialist with a demonstrated history of working in the financial services industry. Strong finance professional skilled in Tactical Asset Allocation, Portfolio Development, Asset Management, ETFs, and Equities.
Experience
Principal Director - High Net Worth Solutions
Aug 2021 — Present · Chicago, IL, US
Education
Quinlan School of Business, Loyola University Chicago
MBA, Derivative Markets
2007 — 2009
Indiana University Bloomington
Bachelor in Science, Finance
2000 — 2004
Skills
- Wealth Management
- Investment Advisory
- Tactical Asset Allocation
- Investments
- Valuation
- Asset Allocation
- Mutual Funds
- Financial Modeling
- Investment Research
- Series 65
- Equities
- Etfs
- Portfolio Development
- Alternative Investments
- Separately Managed Accounts
- Asset Managment
- Asset Management
- Portfolio Management
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