As Group President, Envestnet Solutions and Co-Chief Investment Officer at Envestnet, Dana is responsible for wealth and asset management solutions across Envestnet's ecosystem, including its research, overlay, direct indexing, sustainable investing and retirement services, as well as partnerships...

Mr. Ferchichi is a CDO 4.0 pioneer with proven success transforming businesses to create new data analytics products, markets, and business models that enhance customer experience, loyalty, and profitability. He currently serves as the Group President, Envestnet Data and Analytics after serving in...

Mr. Leal serves as Group President, Envestnet WealthTech, and is focused on overall growth strategy, execution, and operations for WealthTech products across the Envestnet ecosystem. Mr. Leal has been at Envestnet | MoneyGuide since its inception in 1997, and has technical and management...

Mr. Mayer is responsible for supporting the operations, technology, and data infrastructure needs of Envestnet, including overseeing Envestnet’s premier data utility that expands the depth, quality, and value of data across our organization. Prior to being appointed Chief Operating Officer, Mr...

As Chief Technology Officer, Bob is responsible for leading all of Envestnet's client-facing technological innovations, furthering solutions philosophy, and defining our continuous technological improvement strategy. Prior to joining Envestnet, Bob was the Chief Information Officer at Cision, where...

Molly Weiss is a 15-year financial services veteran and drives Envestnet’s end-to-end technology and solutions ranging from portfolio management, financial planning, performance reporting, and digital account management tools. Molly has worked to integrate the firm’s acquisitions, and its growing...

James L. Fox became Interim CEO on April 1, 2024 and has served as a member of our Board since February 2015 and Chair of the Board since March 2020. Previously, Jim retired as Non-Executive Chairman of FundQuest, a leading provider of managed account programs upon its acquisition by Envestnet in...

As Chief Relationship Officer and Group Head of Wealth Solutions and Asset Management Distribution Group, Andrew is responsible for all client relationship management, advisor sales, and practice management. Additionally, he is responsible for distribution of Envestnet’s financial wellness solutions...

Mr. Warren is responsible for implementing and managing internal financial controls and budgets, managing the company's future capital investment requirements, cultivating relationships with outside financing sources, and helping to lead our major strategic initiatives, including mergers and...

Molly is a 20-year financial services veteran and drives Envestnet’s Wealth Tech and Solutions end-to-end technology and services ranging from portfolio management, financial planning, performance reporting, and digital account management tools. Molly’s focus has been on the integration of the firm...