Management Team
Envestnet is led by a team of experienced financial professionals who understand the business needs of the independent financial advisor. With an average of more than 20 years of industry experience, we are able to provide unusual clarity and vision in defining and delivering the products, technology, and services necessary for independent advisors to meet the growing expectations of affluent investors.
Our management team oversees more than 400 professionals at offices in Boston, Chicago, Denver, New York, Silicon Valley, and Trivandrum, India.
William Rubino Jr. Chief Administrative Officer, Portfolio Management Consultants
William (Billy) is responsible for setting the direction of the manager research, selection, and due diligence processes and controls at PMC, Envestnet's Portfolio Consulting Group. Billy is also responsible for the portfolio management of a number of PMC investment product solutions.
Prior to joining the firm in 2002, Billy was the Director of Equity Research at the Private Equity Group of WestAM, a $30 billion global asset management firm. At WestAM, he was responsible for investment product research, development, decision process design, and controls. Prior to that, Billy was Vice President of Product Engineering and Quantitative Analysis for Forstnmann-Leff International, a $7 billion hedge and institutional funds advisor in New York. In this position, he played an integral part in building leading-edge operational and analytic processes and systems covering portfolio construction methods, performance measurement and attribution, and risk control. In 1992, Billy founded Investment Systems Integration (ISI) where his responsibilities included the search, evaluation, and implementation of portfolio management and quantitative systems. Prior to that, Billy worked for Amoco Corporation for 15 years, most recently as a Quantitative Portfolio Manager and Quantitative Analyst.
Billy holds a B.S. in accounting from the University of Illinois and an M.B.A. in finance and management information systems from Northwestern Kellogg Graduate School of Management. He is also a member of the Investment Analysts Society of Chicago.
