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.
Aaron Bauer Managing Director, Client Implementations, Envestnet, Inc.
Aaron is responsible for the overall quality of a client’s experience at Envestnet. In this capacity, Aaron manages various activities related to day-to-day interactions with advisors and is an integral part of client on-boarding, RIA and Family Office services, and strategic platform developments.
Aaron joined Envestnet in 2002 opening accounts within the Envestnet Operations department. Aaron then took a position as a Regional Representative in Client Services before becoming a Regional Consultant in the mid-Atlantic region. Prior to his current position, Aaron was the Director of Internal Sales and Services where he was responsible for managing the Regional Consultants team and Client Services department.
Aaron holds a Bachelor of Arts in Accounting from Lehigh and holds a Series 65 investment advisor registration.
