Envestnet and Investment Advisor magazine presented honors to the winners of this year’s Asset Manager and Strategist of the Year Awards in mid-May at the Envestnet Advisor Summit in New Orleans.
Envestnet also announced the winners of its Essential Advisor Awards, whichrecognize advisors who embody the values detailed in a book co-authored by Envestnet President Bill Crager, “The Essential Advisor: Building Value in the Investor-Advisor Relationship.”
Winner Charlotte Dougherty is the founder and managing partner of Cincinnati-based Dougherty & Associates and leads her team in helping clients reach their true financial potential.
The group focuses on customized, unbiased, intelligent guidance and takes the time to understand every client’s full financial life, their current timeline, their goals and the personal relationships that affect their life choices.
Other winners of the second annual Essential Advisor Awards are:
- Eric Cumley, Olympic Wealth Management;
- Jill Lizzi, Bronfman Rothschild; and
- Dan Smith, Signature Wealth Advisors.