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Andrew Stavaridis

Invest in Others Board Member
Joined January 2018

Chief Relationship Officer and Head of Wealth Solutions & PMC Asset Management Distribution
Envestnet
 
As Chief Relationship Officer and Head of Wealth Solutions and Asset Management Distribution Group, Andrew Stavaridis is responsible for all client relationship management and strategic business development. Additionally, he is responsible for distribution of Envestnet’s financial wellness solutions which include asset management, insurance, lending, estate planning services, and retirement.  

With more than 24 years of financial industry experience focusing on the insurance, bank, RIA and independent broker-dealer space, Andrew has worked to help advisors and institutions grow and develop successful advisory platforms and practices. Previously, he was Head of Enterprise Sales Channel, responsible for all client relationship management and consulting, institutional business development,  and advisor sales at Envestnet. Before joining Envestnet, he was Head of Relationship Management and Client Business Development at FundQuest, which Envestnet acquired in 2011. Andrew joined FundQuest in 1998, where he held responsibilities in advisor sales, institutional business development and relationship management.

Additionally, Andrew is a board member of the Invest in Others Charitable Foundation, an organization that recognizes individual advisors and firms that are making a different by donating their time and money to causes they care about.  He received his B.A. from Lake Forest College and holds a series 65 security license.