KATIE EVANS

Katie Evans is the Chief Operations Officer at Envestnet, where she oversees the company’s middle and back-office operations, including platform conversions, operational infrastructure, and client support services. A seasoned financial services executive with more than 25 years of experience, Katie has a proven track record in operations management, business integration, productivity enhancement, project execution, and client service. Her combination of technical acumen and strategic business insight is invaluable in helping her deliver scalable, high-impact operational solutions that advance Envestnet’s mission to empower advisors and drive better financial outcomes for clients. 

Katie joined Envestnet in 2011 through the acquisition of FundQuest, Inc., where she played a pivotal role in managing operations across trading, processing, billing, and quality assurance. Prior to FundQuest, she served as Director of Control Services at PFPC’s Retirement Division, overseeing reconciliation and trading activities for the 401(k) recordkeeping business. 

She holds a B.A. from the College of the Holy Cross in Worcester, Massachusetts.