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.

Judson Bergman Chairman and Chief Executive Officer, Envestnet, Inc.

Jud is responsible for leading the Envestnet organization, and is focused on guiding the Company’s strategy, as well as organizational and business development.

Prior to founding Envestnet, Jud was the Managing Director, Nuveen Mutual Funds, for Nuveen Investments, a diversified investment manager. In this role he was responsible for the profitable growth of Nuveen’s mutual fund business and was a member of Nuveen’s Investment Management Committee. From 1992 to 1997, Jud directed Nuveen’s Corporate Development activity, where he initiated the development of Nuveen’s separately managed account business and helped guide the firm’s expansion into a diversified investment manager beyond municipal investments.

Jud received a BA in English from Wheaton College, and earned his MBA in Finance and Accounting from Columbia University.

bergman

Judson Bergman

Chairman and Chief Executive Officer

crager

Bill Crager

President

thomas

Brandon Thomas

Co-Founder and CIO, Envestnet | PMC

grinis

Scott Grinis

Chief Technology Officer

d'arrigo

Pete D'Arrigo

Chief Financial Officer

o'brian

Shelly O'Brien

General Counsel

Lumberg

James Lumberg

Co-Founder, Managing Director

Babu

Babu Sivadasan

Executive Vice President, Product Development

Hardwick

Lori Hardwick

Executive Vice President, Advisory Services

Apker

Mike Apker

Executive Vice President and Managing Director, Advisor Suite

Patrick

James Patrick

Managing Director, Advisor Managed Programs

Sterns

Timothy S. Stearns

SVP, Chief Compliance Officer

Mokkarala

Viggy Mokkarala

Managing Director, Strategic Development

Curtis

Chris Curtis

SVP, Treasurer

Fowler

Eric Fowler

Managing Director, Product Development

Osmond

Mark Osmond

Managing Director, Envestnet | PMC

Osmond

John D. Harris

Managing Director, Advisory Services

Osmond

Aaron Bauer

Managing Director, Client Implementations

Osmond

Josh Mayer

Executive Vice President and Director of Operations

Osmond

Dale Seier

Senior Vice President, Finance

Asnes

Marion Asnes

Managing Director, Chief Marketing Officer

Fiske

Ron Fiske

Managing Director, Strategic Partners

Phoenix

John Phoenix

Senior Vice President, Advisory Solutions

Kumar

Ajit Kumar K V

Senior Vice President and Director, Envestnet India

Ravi

Anilal Ravi

Senior Vice President and Director, Envestnet India

 

Related Links

Envestnet Corporate Brochure (PDF)

Career Opportunities

 

 
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