Meet the Speakers.

Move to that next level with ideas and best practices from these industry thought leaders. The complete 2020 speaker line-up will be announced later this year.

Keynotes

Brené Brown
Research professor at the University of Houston
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David Brooks
Major political and social analyst
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Speakers

Bill Crager
Interim Chief Executive Officer
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Stuart DePina
Chief Executive, Envestnet Data & Analytics
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Brené Brown
Research professor at the University of Houston
Dr. Brené Brown is a research professor at the University of Houston where she holds the Huffington Foundation - Brené Brown Endowed Chair at The Graduate College of Social Work.

She has spent the past two decades studying courage, vulnerability, shame, and empathy and is the author of five #1 New York Times bestsellers: The Gifts of Imperfection, Daring Greatly, Rising Strong, Braving the Wilderness, and her latest book, Dare to Lead, which is the culmination of a seven-year study on courage and leadership.

Brené's TED talk - The Power of Vulnerability - is one of the top five most viewed TED talks in the world with over 35 million views. She is also the first researcher to have a filmed talk on Netflix. The Call to Courage special debuted on the streaming service on April 19, 2019.

Brené lives in Houston, Texas with her husband, Steve. They have two children, Ellen and Charlie.
David Brooks
Major political and social analyst
David Brooks has a gift for bringing audiences face to face with the spirit of our times with humor, insight and quiet passion. He is a keen observer of the American way of life and a savvy analyst of present-day politics and foreign affairs.

He holds several prestigious positions as a commentator:
  • Bi-weekly Op-Ed columnist for the New York Times
  • Regular analyst on PBS NewsHour and NPR’s All Things Considered
David’s New York Times bestseller, The Road to Character, “explains why selflessness leads to greater success. He tells the story of ten great lives that illustrate how character is developed, and how we can all strive to build rich inner lives, marked by humility and moral depth. In a society that emphasizes success and external achievement, The Road to Character is a book about inner worth.”

In his most recent book, The Second Mountain: The Quest for a Moral Life (Random House), David explores the four commitments that define a life of meaning and purpose: to a spouse and family, to a vocation, to a philosophy or faith, and to a community. His previous books, The Social Animal: The Hidden Sources of Love, Character and Achievement, uses the story of a fictional American couple to explain the importance of neuroscience and sociology in understanding America’s politics, culture, and future. His other books, Bobos in Paradise and On Paradise Drive are in a style he calls “comic sociology”—descriptions of how we live and “the water we swim in” that are as witty and entertaining as they are revealing and insightful. Bobos in Paradise was a New York Times bestseller.

David is currently teaching a course at Yale University. He holds honorary degrees from Williams College, New York University, Brandeis University, Occidental College, among others. In 2010, Brooks became a member of the American Academy of Arts and Sciences.

David Brooks has worked at The Weekly Standard, joining the magazine at its inception and serving as senior editor. He has been a contributing editor at Newsweek and the Atlantic Monthly. He worked at The Wall Street Journal for nine years in a range of positions, including op-ed editor.
Bill Crager
Interim Chief Executive Officer
As a co-founder and Interim Chief Executive Officer of Envestnet, Bill Crager drives the development of our innovative financial wellness solutions and is responsible for the market growth of its comprehensive wealth management platform, which supports over 3,500 financial enterprises and more than 99,000 financial advisors, who collectively manage over $3.3T in assets.

Most recently, Crager served as the President of Envestnet and helped to lead the firm’s platform, product and marketing strategy, as well as the company’s relationship engagements. Along with Envestnet's late founder and visionary, Jud Bergman, he has been a driving force behind a firm that has become the leading managed solutions service provider in terms of total platform assets and number of financial advisors served. Crager and the team at Envestnet were first in the managed solutions industry to think more globally about how to streamline an independent advisor’s practice by offering a broad range of fee-based products side-by-side through an easily accessed, open-architecture portal. He was also named the 2015 Industry Pioneer by the Money Management Institute, the organization’s highest honor.

Before joining Envestnet, Crager served as a Managing Director at Rittenhouse Financial Services. There, he developed a widely recognized initiative that integrated value-added investor communications with a technology-driven client service platform. Crager is a graduate of Fairfield University, where he dual- majored in Economics and English, and currently serves on its Board of Trustees.
Stuart DePina
Chief Executive, Envestnet Data & Analytics
As Chief Executive of Envestnet Data & Analytics, Stuart DePina is responsible for developing the overall data aggregation, enterprise data management, and analytics offerings that support Envestnet’s wealth management, financial institution, and FinTech clients. Within this business unit, DePina also oversees the Envestnet Technology group, which focuses on finding solutions for Envestnet’s operations, technology, and data infrastructure needs.

Prior to leading the Envestnet Data & Analytics business unit, DePina managed the long-term growth strategy of Tamarac, first as the firm’s CEO in 2007, and then as the President of Envestnet | Tamarac from 2012 to 2019. Under DePina’s leadership, Tamarac has grown as the market leader in integrated RIA technology.

DePina’s balanced leadership is rooted in deep financial experience and the belief that customer focus, commitment, and thoughtful business practices are the foundation of a solid organization. Throughout his distinguished career, DePina has led firms through stages of development ranging from initial public offerings and acquisitions.

Before joining Tamarac, DePina served in a variety of leadership roles, most recently as Chief Executive Officer at Who’s Calling, where he drove profitability and doubled the company’s revenue base. In the years before leading Who’s Calling, DePina served as President and Chief Executive Officer of xSides Corporation; as Chief Financial Officer for Ticketmaster Corporation, Inc.; and as a partner in the Big Four firm of KPMG LLP, where he provided consulting and assurance services to a number of clients in the firms' financial services practice.
Kevin Hughes
Chief Growth Officer
Kevin has played a key role on the Envestnet MoneyGuide sales team in driving growth and building the company's overall sales capabilities. He progressed through a variety of sales roles, and was eventually promoted to EVP of Sales in 2017 then to Chief Growth Officer in October 2018.

As Chief Growth Officer, Kevin is responsible for driving strategic and operational initiatives to accelerate Envestnet MoneyGuide's growth, and overseeing sales and retention.

His passion is focusing on building long-term partnerships with customers to help them maximize the value they get from MoneyGuidePro® and MyBlocks.

He maintains an in-depth understanding of the requirements and demands of small and large organizations, and works closely with product development to create solutions that bring efficiency and results to business processes.

Life before Envestnet MoneyGuide: Kevin focused on sales and relationship management in a variety of industries including advertising and music. Previous experience has given him a deep understanding of strategies and plans that help move consumers and businesses forward.
Andina Anderson
Executive Managing Director, Envestnet | Tamarac
Andina Anderson has been in the financial industry since 1999. Prior to Tamarac, she worked for Ragen MacKenzie as an Institutional Equity Sales Trader. Andina has been with Tamarac since February of 2006 when she was brought in to lead client support. Her efforts have led to the creation of the client implementation process and the support structure for the company. Her contributions also include the design of a number of key Tamarac software features and input into a new user interface founded on client feedback. She has been instrumental in building Tamarac's Consulting services.

Anderson holds a B.A. with double concentration in Marketing and Finance from the University of Washington, a M.B.A. from the University of Adelaide (Australia), and is Vice President of the Seattle Security Trader's Association.
Jim Patrick
Group President, Envestnet PMC
As Group President, Jim Patrick oversees Envestnet’s portfolio consulting group, which provides research, consulting, and asset management for independent advisors, broker-dealers, and institutions. Jim also leads Envestnet Retirement Solutions (ERS), which empowers advisors with a complete suite of solutions to provide holistic financial advice.

Prior to joining Envestnet, Jim was Co-Head of U.S. Distribution for Allianz Global Investors. Before that, he worked at Nicholas-Applegate Capital Management until their acquisition by Allianz Global Investors in 2001. Mr. Patrick is a founder and board member of the Institute for the Fiduciary Standard and is a founder and Chairman of the Cavendish Impact Foundation. He also sits on the Bassett Medical Center board, the Otsego County Conservation Association board, and the University of New Hampshire College of Liberal Arts board.

Jim received a B.S. in Business Administration from the University of New Hampshire and holds the FINRA Series 7, 24, 26, and 63 securities registrations, as well as the Series 65 investment advisor registration.
Molly Weiss
Head of Product for Envestnet Wealth
Molly Weiss is a 15 year financial services veteran and drives Envestnet’s end-to-end technology and solutions ranging from portfolio management, financial planning, performance reporting, and digital account management tools. Molly has worked to integrate the firm’s acquisitions, its growing network of integrations with 3rd party partners and maintains a focus on investor and advisor user experience.

She holds an MBA from Santa Clara University and is based in Envestnet’s Silicon Valley offices.
Brandon Rembe
Senior Vice President of Products
Brandon Rembe is the Senior Vice President of Products for Envestnet | Yodlee. Brandon has been with Envestnet since 2003, running product development as the Chief Technology Officer at Tamarac, and Managing Director at Envestnet | Tamarac. During his tenure at Envestnet | Tamarac, Brandon worked in and managed many aspects of the business from development to sales. In addition to overseeing the continual development of the company's portfolio and client management platform, Tamarac, Brandon played a hands on role in building out Tamarac's first portfolio rebalancing application, Tamarac Trading.
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