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Our Partners

Envestnet | PMC


PMC partners with WealthShield to provide comprehensive CIO support services that enable our clients to achieve superior client outcomes. With a highly equipped team of 40 research analysts and strategists, PMC provides WealthShield with additional expertise in capital markets assumptions, asset allocation, due diligence, risk analysis, and access to managers and products otherwise not available to our firm. Leading members of this team are listed below:


Brandon Thomas Photo Brandon Thomas Hover Photo

Brandon Thomas

Co-Founder | Chief Investment Officer
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Mr. Thomas is responsible for all aspects of PMC's investment management and research capabilities. Primary among those responsibilities include the development of PMC's investment policy, implementation of the firm's investment management and research offerings, and the development of new investment products, including alternative investment strategies. Mr. Thomas is a member of the PMC Management Committee and also serves on PMC’s Investment Committee.

Prior to joining the firm in 1999, Mr. Thomas was Director of Equity Funds for The John Nuveen Company. For five years, Mr. Thomas was responsible for managing the firm's equity fund activities and served on the firm's New Products Committee. Prior to that, he was a portfolio manager with a Chicago-based money manager, and started his career as a securities analyst with a Wall Street investment management firm.

Mr. Thomas received an AB in Economics from Brown University, an MBA in Finance and Accounting from the University of Chicago, and a JD from DePaul University. He holds the FINRA Series 7, 24, and 63 securities registrations and the Series 65 investment advisor registration.

Michael Featherman Photo Michael Featherman Hover Photo

Michael Featherman

Managing Director | Head of Investment Specialists
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Mr. Featherman serves as the team leader for the PMC Advisor Facing Consulting Group and functions as the Key Account Liaison for the PMC Product Suite to Enterprise Clients. Additionally, Mr. Featherman serves as the Head of Investment Specialists and is responsible for consulting with financial advisors on asset allocation and investment manager selection for client portfolios. He offers investment insight as a liaison for the PMC Investment Research team and investment guidance to advisors to help them determine the appropriate portfolio strategies for their clients.

Prior to joining Envestnet | PMC in 2007, Mr. Featherman worked at Haverford Financial Services beginning in 2002, where his responsibilities included portfolio management, client relationship management, wholesaling to financial intermediaries, and equity and fixed income trading. He began his career in the financial services industry as a financial advisor for UBS Financial Services.

Mr. Featherman holds a BS degree in Biology with a minor in Economics from Bowdoin College. He holds the Series 7 securities registration and 65 advisor registration and is a CFA charterholder.

Erik Preus Photo Erik Preus Hover Photo

Erik Preus

Managing Director
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In his role, Erik Preus heads up a new Business Consulting initiative designed to bring Envestnet | PMC's institutional research, due diligence, investment solutions and consulting expertise to our clients to empower their financial advisors to enhance client outcomes. Mr. Preus joined PMC in 2014 via Envestnet’s acquisition of Placemark Investments, where he was head of enterprise sales and business development.

Mr. Preus has 24 years of experience in the investment services industry, with considerable time spent in both investment management and investment consulting firms. Prior to joining Placemark, Mr. Preus was President of the RBC Funds and Head of Strategic Relationships for RBC Global Asset Management. While at RBC, Mr. Preus also served as Director of Investment Consulting Services within RBC’s U.S. Wealth Management business. Prior to RBC, he held management and business development positions with Nicholas|Applegate, Delaware Investments, Jeffrey Slocum & Associates, and SEI Capital Resources.

Mr. Preus earned his Bachelor’s degree from the United States Air Force Academy, and he holds an MBA from the University of Dayton and an MA from the University of Hawaii. He is also a CFA charterholder.