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.

Scott Grinis Chief Technology Officer, Envestnet

As Chief Technology Officer at Envestnet, Scott is responsible for the overall development and technological infrastructure of the Envestnet platform.

Scott has more than 20 years of experience in technology, developing special expertise in building mission-critical enterprise systems. Prior to joining Envestnet, Scott founded Aion, a company that developed expert systems and whose advanced inference engine and object technology were used by financial services and insurance firms to develop risk-scoring and underwriting applications. Aion was acquired by Platinum Technology in 1999. At Platinum, he acted as Chief Architect and Head of Engineering, managing a staff of more than 20 software development engineers. In 2000, he helped form Oberon Financial Technology and created Oberon’s integrated model-based trade order management, performance reporting, and portfolio accounting system.

Scott holds a B.S. and an M.S. degree in electrical engineering from Stanford University.

bergman

Judson Bergman

Chairman and Chief Executive Officer

crager

Bill Crager

President

thomas

Brandon Thomas

Co-Founder and CIO, Portfolio Management Consultants

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

Managing Director, Advisor Suite

Patrick

James Patrick

Managing Director, Advisor Managed Programs

Sterns

Timothy S. Stearns

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, Portfolio Management Consultants

Osmond

John D. Harris

Managing Director, Advisory Services

Osmond

Aaron Bauer

Managing Director, Client Implementations

Osmond

Josh Mayer

Executive Vice President and Managing Director, 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

 

Related Links

Envestnet Corporate Brochure (PDF)

Career Opportunities

 

 
PMC - Portfolio Management Consultants Advisor Blog Advisory Services Team Map
Advisor Login
Back to Top