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.
Shelly O’Brien General Counsel, Envestnet, Inc.
Shelly is responsible for oversight of the firm-wide legal and compliance function; coordination and implementation of firm strategic business development initiatives; and internal policies and procedures.
Prior to joining Envestnet, Shelly was General Counsel and Director of Legal and Compliance for ING (U.S.) Securities, Futures & Options Inc. (ING SF&O), which operated ING Barings’ global exchange-traded derivatives activities. In addition to serving ING affiliates worldwide, ING SF&O served customers primarily in the professional and institutional sectors.
Shelly earned her undergraduate degree in Political Science from Northwestern University. She earned a J.D. from Hamline University School of Law and an LL.M in Taxation from John Marshall Law School.
