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.

Eric Fowler Managing Director, Product Development, Envestnet, Inc.

Eric is responsible for the development of strategic platform products, services, and infrastructure alliances.

Prior to joining Envestnet, Eric was Vice President of the John Nuveen Company, where he was responsible for new product development. During his tenure at Nuveen, Eric led the development of various products and platform programs, including separate accounts, equity mutual funds, the IRA program, and insurance products. Prior to Nuveen, Eric worked nine years for IBM, where he was a systems engineer involved in technical marketing, product benchmarking, and project management of installation and support activities.

Eric earned his undergraduate degrees in Mathematics and Physics from Wheaton College. He also earned an M.S. in Structural Engineering from Northwestern University and an M.B.A. from the Northwestern Kellogg Graduate School of Management. Eric holds the FINRA Series 7 securities registration.

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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