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
DANA D’AURIA, CFA
CO-CHIEF INVESTMENT OFFICER AND GROUP PRESIDENT, ENVESTNET SOLUTIONS
FAROUK FERCHICHI
GROUP PRESIDENT, ENVESTNET DATA AND ANALYTICS
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
CHIEF HUMAN RESOURCES OFFICER
Empowering 6K+ financial enterprises and 108K+ financial advisors with the industry's leading wealth management platform.
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
CHIEF RELATIONSHIP OFFICER AND GROUP HEAD OF WEALTH SOLUTIONS DISTRIBUTION
JOSH WARREN
JOSH WARREN CHIEF FINANCIAL OFFICER
MOLLY WEISS
GROUP PRESIDENT, WEALTH MANAGEMENT PLATFORM
BILL CRAGER
STRATEGIC ADVISOR, CO-FOUNDER, FORMER CHIEF EXECUTIVE OFFICER
IN MEMORIAM
JUD BERGMAN (1957-2019)
BELOVED FOUNDER & VISIONARY