As a double major in psychology and media and society, Adrian Colmenares ’18 is perhaps a non-traditional candidate for a financial internship. But with the foundation of a liberal arts education, a long-time interest in the world of finance and now an internship opportunity to explore the industry, Colmenares thinks he has found his path.
In the fall, Colmenares connected with James Patrick P’20, executive vice president and head of advisor services at the Chicago, Ill.-based financial services firm Envestnet to discuss the wealth management industry. Patrick recommended Colmenares complete the company’s “Institute On Campus” course to see if the industry was right for him.
“After I successfully completed the course, I spoke with James and told him that I was very interested in learning more about his company,” Colmenares explains. “From there he helped me get in touch with a few people at Envestnet. I had a couple of phone calls and interviews after winter break, and eventually I was offered the internship.”
Now a few weeks into the internship, Colmenares has tackled an array of duties and been exposed to the inner workings of the company, a leading provider of integrated portfolio, practice management and reporting solutions to financial advisors and institutions. As of December 2016, Envestnet serves more than 2,000 enterprises in more than 15 countries, empowers 54,000 advisors, and has surpassed $1 trillion in total platform assets.
“I have already learned so much about the industry,” says Colmenares. “I hope to become a financial advisor so that I can help clients better invest their money.”
On campus, Colmenares has been a residential advisor and is a member of Theta Delta Chi. A member of the Statesmen soccer team, he has been named to the Liberty League all-conference first team and recognized as offensive performer of the week.