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Estee Faranda

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Estee Faranda

Board Member | YCharts

Louisville, Kentucky, United States

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Estee Faranda

Summary

Estee Faranda is a seasoned executive with over 25 years of leadership experience in the Financial Services sector, particularly in FinTech, Wealth Management, and Asset Management. As the former CEO of PFS Investments, she drove strategic growth and operational excellence while ensuring compliance and customer satisfaction. Estee currently serves on the board of YCharts, where she leverages her extensive industry knowledge to enhance investment solutions. Her previous roles include managing director at Envestnet, where she optimized engagement between asset managers and the platform. Estee is passionate about innovation and fostering a collaborative corporate culture. She is committed to diversity and empowering teams to reach their full potential, making her a strong advocate for inclusive leadership in the financial industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Estee Faranda

Work Experience

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Board Member at

YCharts

February 2021 - Present

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Chief Executive Officer at

PFS Investments

December 2019 - October 2023

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Managing Director, Head of Asset Manager Distribution & Engagement at

Envestnet, Inc

July 2016 - January 2020

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Senior Vice President, Manager Services at

Envestnet, Inc

March 2015 - January 2020

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Vice President, Relationship Management at

Morningstar Center Inc.

November 2006 - March 2015

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Vice President Relationship Management at

Abn Amro Trust Services

January 1998 - January 2006

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Senior Client Services Representative at

New England Financial

January 1995 - January 1998

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Estee Faranda

Education

Frequently Asked Questions about Estee Faranda

What is Estee Faranda email address?

Estee Faranda's primary email address is *****@ycharts.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Estee Faranda work for?

Estee Faranda is a Board Member at YCharts, a company specializing in Functions related to depository banking.

Where Estee Faranda graduated from?

Estee Faranda holds a degree in from Kean University.

How can I directly contact Estee Faranda?

To contact Estee Faranda directly, you can use the email address *****@ycharts.com. Complete contact information is available upon registration with Muraena.

Who is Estee Faranda?

Estee Faranda is a seasoned executive with over 25 years of leadership experience in the Financial Services sector, particularly in FinTech, Wealth Management, and Asset Management. As the former CEO of PFS Investments, she drove strategic growth and operational excellence while ensuring compliance and customer satisfaction. Estee currently serves on the board of YCharts, where she leverages her extensive industry knowledge to enhance investment solutions. Her previous roles include managing director at Envestnet, where she optimized engagement between asset managers and the platform. Estee is passionate about innovation and fostering a collaborative corporate culture. She is committed to diversity and empowering teams to reach their full potential, making her a strong advocate for inclusive leadership in the financial industry.

Estee`s contact details

mail

*****@ycharts.com

Colleagues

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Gene Romero

VP of Sales

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James Han

Chief Customer Officer

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Rushi Shah

VP of Product Management

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Lauck Olson

Vice President of Enterprise Sales

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Sam Ryder

Board Member

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Sean Brown

President and CEO

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Kara Hughes

Vice President of Marketing

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Klaidi Dhamo

Chief Technology Officer

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Dave Lubnik

Senior Vice President of Institutional Sales

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