Cheryl Nash

As President, APL at InvestCloud, an established and trusted leader in wealth technology, I drive the strategic vision for our award-winning wealth tech solutions. I 'grew up' in this industry and have held roles in nearly every business functional area, giving me true insight and appreciation for the contributions of the talented individuals I now lead. I deeply value the enduring relationships I've cultivated over the years and am committed to pushing the boundaries of what's expected in wealth management with future-forward technology innovation. As a passionate advocate of diversity and inclusion, I am dedicated to doing my part to drive positive change by educating, empowering and championing others.

My ‘proud’ moments include receiving numerous awards for my contributions, advocacy and achievements including Money Management Institute’s Pioneer Award (2009); Stevie® Gold Award for Women in Business (2016); Family Wealth Report’s Women in Wealth Management—Individual Contributor award (2017); MMI/Barron’s Industry award to Envestnet Institute on Campus in the ‘Doing Good’ category, a program for which Cheryl Nash was a key contributor (2017, 2018); InvestmentNews Women to Watch honoree (2017); the FTF News 2018 Editor’s Choice Award; ThinkAdvisor’s 2019 Top Women in WealthTech; Savvy Ladies 2019 Change Maker of the Year; Stevie® 2020 Bronze Award for Women-Run Workplace of the Year; Markets Choice Awards Women in Finance 2020 CEO of the Year; and 2023 Women in Wealth Management Award for Career Excellence.

Specialties: Leadership, Product Management, Client Relationships, Strategic Planning; 3-5 year planning, managed account products and solutions, mergers and acquisitions, Marketing, Client Management, P&L, Business Development, Diversity and Inclusion, Thought Leadership, Women in Wealth Management