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.
Karen McCue, CFA Executive Vice President, Family Office Services
Karen is responsible for leading the efforts in the development of Envestnet's Family Office Services. She has over 25 years of experience in the investment management industry and 15 years of investing experience. Prior to this position, Karen was EVP, Operations Manager. During this time, she was responsible for creating the offshore operations division and managed the day-to-day operations for Envestnet’s U.S and India Operations. Before that, Karen was Co-Founder and Chief Operation Officer of Net Asset Management prior to its merger with Envestnet.
Prior to joining the firm in 2004, Karen served as the Director of Institutional Client Services and Product Development at NWQ Investment Management Company. Karen’s responsibilities included institutional client services, marketing, product development, performance analysis, and manager research for mergers and acquisitions.
Karen holds a B.A. from the University of California at Los Angeles, earned the Personal Financial Planning designation in 1983, and received the Chartered Financial Analyst designation in 1986. Karen is a member of the Association for Investment Management and Research (AIMR) and is also a member and past president of the Los Angeles Society of Financial Analysts.
