The executive team leading Envestnet’s financial wellness mission
EXECUTIVE 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
JOHN HOFMANN
CHIEF FINANCIAL OFFICER
SHELLY O’BRIEN
CHIEF LEGAL OFFICER, GENERAL COUNSEL, CORPORATE SECRETARY
Empowering 6K+ financial enterprises and 1/3 of all U.S. financial advisors with the industry's leading wealth management platform
BHASKAR PEDDHAPATI
CHIEF TECHNOLOGY OFFICER
SUE QUACKENBUSH
CHIEF PEOPLE OFFICER
ANDREW STAVARIDIS
CHIEF RELATIONSHIP OFFICER AND GROUP HEAD OF WEALTH SOLUTIONS DISTRIBUTION
IN MEMORIAM
JUD BERGMAN (1957-2019)
BELOVED FOUNDER & VISIONARY