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
CHAIR AND INTERIM 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, STRATEGIC ADVISOR AND CO-FOUNDER
RICH ANESER
CHIEF STRATEGY OFFICER
![[Dana D'Auria]](/sites/default/files/2022-08/5-color.png)
![[Envestnet Dana D'Auria]](/sites/default/files/2022-08/5.png)
DANA D’AURIA, CFA
CO-CHIEF INVESTMENT OFFICER AND GROUP PRESIDENT, ENVESTNET SOLUTIONS
![[Farouk Ferchichi]](/sites/default/files/2022-08/6-color.png)
![[Envestnet Farouk Ferchichi]](/sites/default/files/2022-08/6.png)
FAROUK FERCHICHI
GROUP PRESIDENT, ENVESTNET DATA AND ANALYTICS
![[Shelly O'Brien]](/sites/default/files/2022-08/3-color.png)
![[Envestnet Shelly O'Brien]](/sites/default/files/2022-08/3.png)
SHELLY O’BRIEN
CHIEF LEGAL OFFICER, GENERAL COUNSEL, CORPORATE SECRETARY
Empowering 6K+ financial enterprises and 108K+ financial advisors with the industry's leading wealth management platform.
![[Sharon Rosenthal]](/sites/default/files/2022-08/10-color.png)
![[Envestnet Sharon Rosenthal]](/sites/default/files/2022-08/10.png)
SHARON ROSENTHAL
CHIEF HUMAN RESOURCES OFFICER
Our principles are grounded in making financial wellness a reality for everyone & strengthening the communities we serve.
BILL CRAGER, STRATEGIC ADVISOR AND CO-FOUNDER
![[Tom Sipp]](/sites/default/files/2022-08/4-color.png)
![[Envestnet Tom Sipp]](/sites/default/files/2022-08/4.png)
TOM SIPP
EXECUTIVE VICE PRESIDENT, BUSINESS LINES
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
ANDREW STAVARIDIS
CHIEF RELATIONSHIP OFFICER AND GROUP HEAD OF WEALTH SOLUTIONS DISTRIBUTION
JOSH WARREN
JOSH WARREN CHIEF FINANCIAL OFFICER
MOLLY WEISS
GROUP PRESIDENT, WEALTH MANAGEMENT PLATFORM
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
![[Bill Crager]](/sites/default/files/2022-08/1-color.png)
![[Envestnet Bill Crager]](/sites/default/files/2022-08/1.png)
BILL CRAGER
STRATEGIC ADVISOR, CO-FOUNDER, FORMER CHIEF EXECUTIVE OFFICER
IN MEMORIAM
JUD BERGMAN (1957-2019)
BELOVED FOUNDER & VISIONARY