Cheryl Nash

Cheryl Nash is the Chief Customer Executive at InvestCloud. With over 30 years of experience, Cheryl has deep expertise and understanding of industry trends, priorities and challenges, and is a highly sought–after subject matter expert. Her consultative approach has yielded enduring client partnerships and relationships.

Cheryl’s credentials include being President of Fiserv Investment Services for 12 years, and CEO ofTegra118 and InvestCloud Financial Supermarket for 3.5 years. Cheryl was on the Money Management Institute (MMI) board of governors and was co–chair of the MMI DE&I Community. As a former Envestnet Institute on Campus advisory board member, she founded and led the Women in Wealth Management initiative, an award–winning program dedicated to inspiring, advising, and educating career–focused women. Cheryl is on the Females and Finance Advisory Board. Cheryl currently serves as an Executive Advisory Board Member of Next Chapter, which focuses on education and better tools for Advisors helping their clients plan for and live in retirement.

Cheryl has received numerous awards for her 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);Investment News Women to Watch honoree(2017); the FTF News 2018 Editor’s Choice Award;ThinkAdvisor’s2019 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.