Learn more about our Executive Leadership Team

Empowering advisors to deliver better financial outcomes for more Americans

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

DANA D’AURIA, CFA

CO-CHIEF INVESTMENT OFFICER AND GROUP PRESIDENT, ENVESTNET SOLUTIONS

KATIE EVANS

CHIEF OPERATIONS OFFICER

FAROUK FERCHICHI

GROUP PRESIDENT, ENVESTNET DATA AND ANALYTICS

Clients expand with us, because our connected platform improves advisors’ day-to-day business and long-term success.

MOLLY WEISS GROUP PRESIDENT, WEALTH MANAGEMENT PLATFORM

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

SHELLY O’BRIEN

CHIEF LEGAL OFFICER, GENERAL COUNSEL, CORPORATE SECRETARY

At Envestnet, supporting the needs of advisors is our top priority.

MOLLY WEISS, GROUP PRESIDENT, WEALTH MANAGEMENT PLATFORM

ANDREW STAVARIDIS

CHIEF RELATIONSHIP OFFICER AND GROUP HEAD OF WEALTH SOLUTIONS DISTRIBUTION

JOSH WARREN

CHIEF FINANCIAL OFFICER

MOLLY WEISS

GROUP PRESIDENT, 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

IN MEMORIAM

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

JUD BERGMAN (1957-2019)

BELOVED FOUNDER & VISIONARY

The executive team leading Envestnet’s financial wellness mission