David Kamerman Email & Phone Number

Canada

Formally Prudential, Wealth Management Solutions, our division became a part of Envestnet in July of 2013. Envestnet, Inc. is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Our open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources. I lead the team of Wealth Management Consultants across Canada where we promote the unified managed account (UMA) program for one of Canada's largest full service brokerage firms to its Investment Advisors. UMA programs are customized portfolios comprised of separately managed accounts, mutual funds and exchange traded funds. We consult with the firm's Advisors to thoroughly understand their business model and to identify opportunities to leverage UMA programs to ensure they are following a prudent investment process and to improve the scalability and profitability of their business while delivering better solutions and outcomes for their clients. Our Advisor support focuses on training and practice management, new business development, case review and analysis, institutional manager research, portfolio construction, proposal creation and presentations to high net worth clients, foundations and non-profit organizations.

I managed the Canadian relationship for Placemark Investments, who specialized in the construction and implementation of unified managed accounts (UMA). I worked extensively with one of the largest full service investment firms in Canada to promote their UMA program to their Investment Advisors across the country through a consultative sales approach, focusing on generating assets under management.

Mba, Business

Ba, Administrative And Commercial Studies