Estee Jimerson
Senior Vice President, Manager Envestnet
Estee Jimerson has 20 years of industry experience working for both manufacturers and distributors of managed accounts. At Envestnet, Estee heads up the team responsible for deepening relationships with Asset Managers across the Envestnet suite of services, and ensuring that these managers have the tools, training and knowledge they need to be successful distributors throughout the Envestnet ecosystem. Her duties include chairing Envestnet’s managed product acceptance committee, facilitating Envestnet’s strategic engagement with asset managers and advocating industry best practices. Prior to joining Envestnet, Estee spent eight years at Morningstar Investment Management, where she led the National Accounts team charged with expanding the adoption of Morningstar’s managed accounts across broker-dealers, custodians and platform providers. She has also held relationship management positions with ABN-AMRO and New England Financial.

Estee attended Kean University and spent six years in the United States Naval Reserve.