James (Jim) Patrick serves as Executive Vice President for Envestnet Inc., based in New York City. Envestnet serves more than 40,000 financial advisors, and manages $800 billion for institutions, endowments, and foundations, primarily in the US and Canada. Mr. Patrick has responsibility for Envestnet | PMC fiduciary services including consulting and asset management.
Prior to joining Envestnet, Mr. Patrick was the co-head of US distribution for Allianz Global Investors and affiliated firms, having joined Nicholas Applegate in 1997. Mr. Patrick is a founder and Board Member of the Institute For The Fiduciary Standard, based in Washington, DC. He also serves on the board of the Otsego County Conservation Association (NY) and the University of New Hampshire's College of Liberal Arts board. Mr. Patrick was also a former executive board member of the Managed Money Institute, as well as Otsego 2000. He received a BS in Business Administration from the University of New Hampshire. Mr. Patrick holds the FINRA Series 7, 24, 26 and 63 securities registrations and the Series 65 investment advisor registration.
Mr. Patrick is married (1995) with three school-aged children. He serves on the Sugarloaf Ski Patrol and is active outdoor enthusiast.