Lee Chertavian

Former Chief Executive Officer at Placemark Investments, Inc.

Lee Chertavian

Lee Chertavian

Former Chief Executive Officer at Placemark Investments, Inc.

Overview
Career Highlights

Envestnet Asset Management, Inc.
Envestnet, Inc.
Placemark Investments, Inc.

RelSci Relationships

736

Number of Boards

5

Relationships
RelSci Relationships are individuals Lee Chertavian likely has professional access to. A relationship does not necessarily indicate a personal connection.

Former Chief Investment Officer & Co-Founder at EQIS Capital Management, Inc.

Relationship likelihood: Strong

Chief Executive Officer at Financial Gravity Cos., Inc.

Relationship likelihood: Strong

Partner at Long Ridge Equity Partners LLC

Relationship likelihood: Strong

Former Senior Director, Investment Consulting Group at Merrill Lynch & Co.

Relationship likelihood: Strong

Venture Partner at Ascent Venture Management Inc.

Relationship likelihood: Strong

Former President at Placemark Investments, Inc.

Relationship likelihood: Strong

General Partner at Ascent Venture Management, Inc.

Relationship likelihood: Strong

Former General Partner at North Hill Ventures

Relationship likelihood: Strong

Chief Executive Officer at Eqis Holdings, Inc.

Relationship likelihood: Strong

President, Chief Executive Officer & Member-Governors Board at Money Management Institute

Relationship likelihood: Strong

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Lee Chertavian
Former Chief Executive Officer at Placemark Investments, Inc.
Education
BA, cum laude

Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME.

MBA, with Distinction

Harvard Business School (HBS) is the graduate business school of Harvard University in Boston, Massachusetts, United States. The school offers a large full-time MBA program, doctoral programs, and many executive education programs. It owns Harvard Business School Publishing, which publishes business books, leadership articles, online management tools for corporate learning, case studies, and the monthly Harvard Business Review.

Career History
President
2014 - Prior

Envestnet Asset Management provides investment advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. For constructing Envestnet's proprietary strategies (PMC and Sigma strategies) and in assisting advisors with selecting asset allocations and portfolio construction Envestnet uses the capital markets assumptions construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes. Envestnet Asset Management can select investment strategies using a variety of search screens on the Envestnet technology platform that are configurable to create advisor specific selection criteria.

Group President
2014 - Prior

Envestnet, Inc. engages in the provision of intelligent systems for wealth management and financial wellness. It operates through the Envestnet and Envestnet/Yodlee business segments. The Envestnet segment provides wealth management software and services to empower financial advisors and institutions. The Envestnet/ Yodlee segment offers a data aggregation and data intelligence platform for digital financial services. The company was founded by Judson Taft Bergman, James Winfield Lumberg and Brandon Rockwell Thomas in 1999 and is headquartered in Chicago, IL.

Chief Executive Officer
2001 - 2014

Placemark Investments develops, implements and supports wealth solutions including Unified Managed Account platforms and retirement solutions for broker/dealers, registered investment advisors, banks and family offices. The firm is a leading independent overlay portfolio manager within the separate account industry. They coordinate multiple investment vehicles including separately managed accounts, mutual funds and ETFs into a single customized portfolio and provides solutions for firms seeking to expand and capture more fee-based business. Placemark Investments provides customized investment approaches designed to meet a variety of needs and risk tolerance.

Boards & Committees
Chairman
2001 - 2014

Placemark Investments develops, implements and supports wealth solutions including Unified Managed Account platforms and retirement solutions for broker/dealers, registered investment advisors, banks and family offices. The firm is a leading independent overlay portfolio manager within the separate account industry. They coordinate multiple investment vehicles including separately managed accounts, mutual funds and ETFs into a single customized portfolio and provides solutions for firms seeking to expand and capture more fee-based business. Placemark Investments provides customized investment approaches designed to meet a variety of needs and risk tolerance.

Member, Management Committee
Prior

Trans National Group Services LLC operates as a holding company. The company is headquartered in Boston, MA.

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