The executive team leading Envestnet’s financial wellness mission
EXECUTIVE TEAM
Leading our mission to make financial wellness a reality for everyone
![[Bill Crager]](/sites/default/files/2022-08/1-color.png)
![[Envestnet Bill Crager]](/sites/default/files/2022-08/1.png)
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
RICH ANESER
CHIEF STRATEGY OFFICER
![[Robert Coppola]](/sites/default/files/2022-08/9-color.png)
![[Envestnet Robert Coppola]](/sites/default/files/2022-08/9.png)
ROBERT COPPOLA
CHIEF TECHNOLOGY 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
Empowering 6K+ financial enterprises and 107K+ 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]](/sites/default/files/2022-08/8-color.png)
![[Envestnet Josh Mayer]](/sites/default/files/2022-08/8.png)
JOSH MAYER
CHIEF OPERATING OFFICER
![[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
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]](/sites/default/files/2022-08/10-color.png)
![[Envestnet Sharon Rosenthal]](/sites/default/files/2022-08/10.png)
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]](/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
JOSH WARREN
Chief Financial Officer
IN MEMORIAM
JUD BERGMAN (1957-2019)
BELOVED FOUNDER & VISIONARY