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

Leading our mission to make financial wellness a reality for everyone
James L. Fox Color
James L. Fox

JAMES L. FOX

CHAIR AND INTERIM CHIEF EXECUTIVE 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

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

SHELLY O’BRIEN

CHIEF LEGAL OFFICER, GENERAL COUNSEL, CORPORATE SECRETARY

For 25 years, Envestnet's vision has been clear: empower advisors to deliver better advice and value to clients with top technology and solutions.

TOM SIPP, EXECUTIVE VICE PRESIDENT, BUSINESS LINES

[Sharon Rosenthal]
[Envestnet Sharon Rosenthal]

SHARON ROSENTHAL

CHIEF HUMAN RESOURCES OFFICER

Empowering 6K+ financial enterprises and 108K+ financial advisors with the industry's leading wealth management platform.

[Tom Sipp]
[Envestnet Tom Sipp]

TOM SIPP

EXECUTIVE VICE PRESIDENT, BUSINESS LINES

Envestnet provides an ecosystem to help advisors find new ways to engage clients, scale operations, increase productivity, and grow their business.

BILL CRAGER, STRATEGIC ADVISOR AND CO-FOUNDER

Andrew Stavaridis Color
Andrew Stavaridis

ANDREW STAVARIDIS

CHIEF RELATIONSHIP OFFICER AND GROUP HEAD OF WEALTH SOLUTIONS DISTRIBUTION

Josh Warren Color
Josh Warren

JOSH WARREN

JOSH WARREN CHIEF FINANCIAL OFFICER

Molly Weiss Color
Molly Weiss

MOLLY WEISS

GROUP PRESIDENT, WEALTH MANAGEMENT PLATFORM

[Bill Crager]
[Envestnet Bill Crager]

BILL CRAGER

STRATEGIC ADVISOR, CO-FOUNDER, FORMER CHIEF EXECUTIVE 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