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.
John Phoenix Senior Vice President, Advisory Solutions, Envestnet, Inc.
John is responsible for advisory solutions in the RIA channel and leads the efforts in the development and implementation of the firm’s tax management business and initiatives.
Most recently, John was CEO and President of Metamorphosis Money Management (M3) an RIA in Denver, Colorado specializing in tax transition/overlay and back office outsourcing for RIAs. Prior to M3, John worked for 6 years as a Managing Director for Alexander Capital Management Group, where he was head of marketing. Prior to that, John was a Regional Director for Putnam Investments where he led the sales and marketing efforts for the state of Florida. John also served as a Regional Director for Kemper Financial Services in Atlanta, Georgia.
John earned his undergraduate degree in History from Washington and Lee University and holds a Series 65 investment advisor registration.
