Management Team

Envestnet is led by a team of experienced financial professionals who understand the business needs of the independent financial advisor. With an average of more than 20 years of industry experience, we are able to provide unusual clarity and vision in defining and delivering the products, technology, and services necessary for independent advisors to meet the growing expectations of affluent investors.

Our management team oversees more than 400 professionals at offices in Boston, Chicago, Denver, New York, Silicon Valley, and Trivandrum, India.

Bill Crager President, Envestnet, Inc.

Bill is President of Envestnet and has been with the company since its founding in 2000. He leads Envestnet's platform, product, and relationship management efforts. Prior to joining Envestnet, Bill served as Managing Director at Nuveen Investments beginning in 1997 and prior to that for Rittenhouse Financial Services beginning in 1994, a leader in the managed account industry.

Bill received his B.A. from Fairfield University in 1986 with a dual major in Economics and English and his M.A. from Boston University in 1990. Bill is frequently cited in industry publications and research regarding innovation and trends in the investment advisory marketplace.