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.

Chris Curtis SVP, Treasurer, Envestnet, Inc.

Chris is responsible for treasury operations, mergers and acquisitions, planning and analysis, insurance/risk management, and investor relations.

Prior to joining the firm, Chris served as Vice President, Corporate Affairs for Rewards Network, a leading provider of dining loyalty programs. In that role, Chris was responsible for investor and public relations, executive and internal communications, procurement, and real estate. Prior to Rewards Network, Chris was a Vice President with Ashton Partners, a strategic advisory firm, where he served as an expert resource to clients on GAAP and SEC issues, including Sarbanes-Oxley. Chris previously worked for RR Donnelley, a multi-billion dollar commercial printer. At RR Donnelley, he gained significant experience in accounting, finance, strategy and analysis, capital planning, and performance management. His tenure at RR Donnelley included serving as chief financial officer of a start-up internet joint venture. Chris began his career as an auditor for Ernst & Young.

Chris is a Certified Public Accountant and holds an M.B.A. in Finance and Entrepreneurship from the University of Chicago and a B.B.A. in Accounting and Finance from the University of Michigan.

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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