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September 27-29, 2021
The Diplomat Beach ResortHollywood, Florida

Tim Clift
Chief Investment Strategist at Envestnet/PMC

Profile

Mr. Clift serves as Chief Investment Strategist at Envestnet | PMC and is responsible for research and consulting services for the organization. He leads a team of analysts who are responsible for the selection and monitoring of investment managers and a team of consultants who support institutional and advisory clients. Mr. Clift serves on PMC’s Investment Committee and is instrumental in setting investment policy for the Company.

Prior to joining Envestnet | PMC, Mr. Clift was the Chief Investment Officer and Chairman of the Investment Committee at FundQuest. He joined FundQuest in 1994 and maintained overall responsibility for the firm’s investment management programs for separately managed accounts, mutual funds, alternative investments, exchange-traded funds, and annuities. As Chairman of the Investment Committee, he led a team of analysts and portfolio managers that produced the firm's research and recommendations.

Mr. Clift possesses over 25 years of industry and investment management experience. He received an MBA in Finance from Boston University and a BA in Economics from Allegheny College.

Agenda Sessions

  • Panel - Combining the Benefits of an Active Mutual Fund in 21st Century ETF Wrapper

    11:30am

Speakers at this event