The executive team leading Envestnet’s financial wellness mission
EXECUTIVE TEAM
Empowering advisors to deliver better financial outcomes for more Americans
CHRIS TODD
CHIEF EXECUTIVE OFFICER
Envestnet equips advisors with scalable and customizable portfolio management solutions freeing time to enhance client relationships.”
DANA D’AURIA, CFA, CO-CHIEF INVESTMENT OFFICER AND GROUP PRESIDENT, ENVESTNET SOLUTIONS
DANA D’AURIA, CFA
CO-CHIEF INVESTMENT OFFICER AND GROUP PRESIDENT, ENVESTNET SOLUTIONS
KATIE EVANS
CHIEF OPERATIONS OFFICER
![[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
Clients expand with us, because our connected platform improves advisors’ day-to-day business and long-term success.
MOLLY WEISS GROUP PRESIDENT, WEALTH MANAGEMENT PLATFORM
Empowering 6K+ financial enterprises and 1/3 of all U.S. financial advisors with the industry's leading wealth management platform
![[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
At Envestnet, supporting the needs of advisors is our top priority.
MOLLY WEISS, GROUP PRESIDENT, WEALTH MANAGEMENT PLATFORM
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
The firms we work with want the most advanced and seamless technology experience for their advisors.
ANDREW STAVARIDIS, CHIEF RELATIONSHIP OFFICER AND GROUP HEAD OF WEALTH SOLUTIONS DISTRIBUTION
IN MEMORIAM
JUD BERGMAN (1957-2019)
BELOVED FOUNDER & VISIONARY