The executive team leading Envestnet’s financial wellness mission

EXECUTIVE TEAM

Leading our mission to make financial wellness a reality for everyone

[Bill Crager]
[Envestnet Bill Crager]

BILL CRAGER

CO-FOUNDER AND CHIEF EXECUTIVE OFFICER

At Envestnet, we believe the age of the intelligent connected financial life is what is next for our industry. And we are ready to empower it.

BILL CRAGER, CO-FOUNDER AND CEO

Leadership Rich Aneser
Leadership Rich Aneser

RICH ANESER

CHIEF STRATEGY OFFICER

[Robert Coppola]
[Envestnet Robert Coppola]

ROBERT COPPOLA

CHIEF TECHNOLOGY OFFICER

[Dana D'Auria]
[Envestnet Dana D'Auria]

DANA D’AURIA, CFA

CO-CHIEF INVESTMENT OFFICER AND GROUP PRESIDENT, ENVESTNET SOLUTIONS

[Farouk Ferchichi]
[Envestnet Farouk Ferchichi]

FAROUK FERCHICHI

GROUP PRESIDENT, ENVESTNET DATA AND ANALYTICS

Empowering 6K+ financial enterprises and 108K+ financial advisors with industry-leading technology, solutions, and intelligence.

Our principles are grounded in a single aspiration: making financial wellness a reality for everyone & strengthening the communities we serve.

BILL CRAGER, CO-FOUNDER AND CEO

[Josh Mayer]
[Envestnet Josh Mayer]

JOSH MAYER

CHIEF OPERATING OFFICER

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

SHELLY O’BRIEN

CHIEF LEGAL OFFICER, GENERAL COUNSEL, CORPORATE SECRETARY

Rose Palazzo
Rose Palazzo

ROSE PALAZZO

GROUP PRESIDENT, ENVESTNET FINANCIAL PLANNING

The Intelligent Financial Life is personal for each client, offering advisors scalable portfolio customization to support business growth.

DANA D’AURIA, CO-CHIEF INVESTMENT OFFICER

[Sharon Rosenthal]
[Envestnet Sharon Rosenthal]

SHARON ROSENTHAL

CHIEF HUMAN RESOURCES OFFICER

Envestnet provides an ecosystem to help advisors find new ways of engaging clients, scale operations and execute on strategies...and, grow their business.

Bill Crager, Co-Founder and CEO

[Tom Sipp]
[Envestnet Tom Sipp]

TOM SIPP

EXECUTIVE VICE PRESIDENT, BUSINESS LINES

Josh Warren
Josh Warren BW

JOSH WARREN

Chief Financial Officer

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