John Yackel

John C. Yackel Executive Managing Director, Head of Institutional Business Development

John oversees relationship development activities and leads efforts to help existing institutional client firms grow their business and increase sales.

A 20‐plus‐year veteran of the industry, John worked at Fortigent LLC before joining Envestnet. At Fortigent, he helped drive business development and develop new relationships with institutions and advisors who serve ultra‐high‐net‐worth clients. He has specific expertise working with banks, trust companies, registered investment advisors, and family offices.

Prior to Fortigent, John spent 15 years at SEI, serving in various leadership roles in sales management, business development, marketing, relationship management, and business strategy. He was instrumental in establishing SEI's Community Bank division, where he developed new outsourcing relationships with some of the country's most progressive banking institutions. Subsequently, he developed strategic outsourcing relationships within SEI's Money Manager division, which provided proprietary accounting, administrative services, compliance, and distribution solutions. He also worked in SEI's Advisor Network group, where he held two senior positions ‐ Midwest advisor business manager and director of sales. In these roles, he was responsible for consulting and recruiting SEI's Elite Select RIA clientele.

John earned a B.A. in economics from Bucknell University and maintains FINRA Series 7 and 63 securities designations, and a Series 65 Investment Advisor registration.