The executive team leading Envestnet’s financial wellness mission
EXECUTIVE TEAM

Empowering advisors to deliver better financial outcomes for more Americans
Chris Todd Color
Chris Todd

CHRIS TODD

CHIEF EXECUTIVE OFFICER

Envestnet equips advisors with scalable and customizable portfolio management solutions freeing time to enhance client relationships.”

DANA D’AURIA, CFA, CO-CHIEF INVESTMENT OFFICER AND GROUP PRESIDENT, ENVESTNET SOLUTIONS

Sue Burton
Sue Burton

SUE BURTON

CHIEF MARKETING OFFICER, ENVESTNET

Dana D'Auria
Dana D'Auria

DANA D’AURIA, CFA

CO-CHIEF INVESTMENT OFFICER AND GROUP PRESIDENT, ENVESTNET SOLUTIONS

Katie Evans
Katie Evans

KATIE EVANS

CHIEF OPERATIONS OFFICER

John Hofmann
John Hofmann

JOHN HOFMANN

CHIEF FINANCIAL OFFICER

Empowering 6K+ financial enterprises and 1/3 of all U.S. financial advisors with the industry's leading wealth management platform

The firms we work with want the most advanced and seamless technology experience for their advisors.

ANDREW STAVARIDIS, CHIEF RELATIONSHIP OFFICER AND GROUP HEAD OF WEALTH SOLUTIONS DISTRIBUTION

[Shelly O'Brien]
[Envestnet Shelly O'Brien]

SHELLY O’BRIEN

CHIEF LEGAL OFFICER, GENERAL COUNSEL, CORPORATE SECRETARY

Bhaskar Peddhapati
Bhaskar Peddhapati

BHASKAR PEDDHAPATI

CHIEF TECHNOLOGY OFFICER

Sue Quackenbush
Sue Quackenbush

SUE QUACKENBUSH

CHIEF PEOPLE OFFICER

Our mission is to deliver the tools and insights that advisors need to provide superior outcomes to their clients.

CHRIS TODD, CHIEF EXECUTIVE OFFICER

Andrew Stavaridis Color
Andrew Stavaridis

ANDREW STAVARIDIS

CHIEF RELATIONSHIP OFFICER AND GROUP HEAD OF WEALTH SOLUTIONS DISTRIBUTION

Jud Bergman

IN MEMORIAM

<p>Jud’s spirit will forever be the foundation of Envestnet</p>
Envestnet Jud Bergman

JUD BERGMAN (1957-2019)

BELOVED FOUNDER & VISIONARY