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Envestnet Adds Former Fixed Income Manager to BoardEnvestnet Adds Former Fixed Income Manager to Board

The new appointee brings decades of industry experience—and a former stint serving President Obama.

Samuel Steinberger, Senior Technology Editor

October 26, 2018

1 Min Read
Valerie Mosley
Valerie Mosley

Wealth management platform provider Envestnet has named Valerie Mosley to its Board of Directors, the company announced. Mosley will bring both industry experience and connections in philanthropy and among historically black colleges and universities.

The CEO of societal impact investment partnership Valmo Ventures and a board member at real estate investment trust Dynex Capital, Inc., Mosley previously managed client assets at Wellington Management Company, where she spent 20 years. Her tenure at the global money management firm, which now counts more than $1 trillion in assets under management, included directing fixed income portfolios for corporate and public pension funds, endowment funds and mutual funds.

In an industry that’s struggled to reflect the diversity of the U.S. population, the new Envestnet board member provides connections among women and in the black communities. Mosley served on President Barack Obama’s White House Initiative on Historically Black Colleges and Universities and on the Federal Reserve Bank of Boston’s Advisory Board for Diversity. She is currently on the board of the philanthropic venture firm New Profit.

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About the Author

Samuel Steinberger

Senior Technology Editor, WealthManagement.com

Samuel Steinberger is Senior Technology Editor for Informa Connect’s WealthManagement.com. In his role, Mr. Steinberger provides the publication’s wealth and financial technology coverage. 

Mr. Steinberger’s editorial insight and familiarity with technology accelerates Informa’s growth within the financial advisor and wealth management communities, providing in-depth news for advisors and financial professionals. 

Before joining Informa Connect, Mr. Steinberger produced documentaries with former CNN anchor Soledad O’Brien at Soledad O’Brien Productions (formerly Starfish Media Group). He specialized in research, shooting and editing, as well as finding distinct voices to explain topics like mental health, poverty and racial divide. 

Prior to joining Soledad O’Brien Productions, Mr. Steinberger managed multi-departmental technology projects for global legal technology leader Transperfect Legal Solutions. After obtaining his graduate degree in journalism from Columbia University, he completed his transition from technology management to media. 

Mr. Steinberger is an award-winning journalist, author and researcher who has written, edited and reported for a number of publications, including The New York Times, Financial PlanningAmerican Banker and PBS. He is founder of beverages publication Give Me Weird Drinks

Mr. Steinberger’s technology analysis and insight has been featured in several books on virtual and augmented reality. Mr. Steinberger has received awards and recognition for his reporting and research, including the American Business Media's prestigious Jesse H. Neal Award for editorial excellence.

Follow on Twitter: @slsteinberger