Chief Executive Officer
As Co-Founder and Chief Executive Officer of Envestnet, Bill Crager drives the ongoing expansion of the firm’s innovative financial wellness network.
In addition to leading Envestnet’s mission to make financial wellness a reality for more people, Mr. Crager is responsible for Envestnet’s Strategy, Finance, Legal, and Human Resources departments. He also oversees Envestnet | MoneyGuide, Envestnet | PMC and Envestnet Analytics, to empower advisors with better intelligence through a unified advice platform. Mr. Crager and the late Jud Bergman were among the first in the managed solutions industry to attempt to streamline independent advisors’ practices by offering a broad range of fee-based products side by side within an easily accessible, open-architecture portal. More than 20 years after its establishment, Envestnet, under the leadership of Mr. Bergman and Mr. Crager, has grown into the leading managed solutions service provider by total platform assets and number of advisors served—and is uniquely positioned to help advisors adapt to changes in how essential advice is defined (and delivered).
In 2015, the Money Management Institute bestowed its highest honor on Mr. Crager, naming him that year’s Industry Pioneer. He was voted one of the IA25 by readers of ThinkAdvisor and Investment Advisor magazine in 2020.
Prior to joining Envestnet, Mr. Crager served as a Managing Director at Nuveen (formerly Rittenhouse Financial Services). While there, he developed a widely recognized initiative that integrated value-added investor communications with a technology-driven client service platform. Mr. Crager received a BA from Fairfield University where he majored in economics and now serves on the Fairfield Board of Trustees.
Chief Financial Officer
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 acquisitions.
Prior to joining Envestnet, Mr. Warren served most recently as Managing Director and Global Head of Business Strategy for iShares and Index Investments for BlackRock from 2021-2023. Prior to his role in BlackRock's iShares and index investments business, Warren served as a Managing Director in BlackRock's Corporate Strategy and Development team, working with senior leaders at BlackRock to shape the vision, direction and execution of initiatives related to Aladdin, its tech platform that unifies the investment management process, and to drive the Aperio and eFront acquisitions. He also played a significant role in developing the strategic relationship between BlackRock and Envestnet in 2018. Warren has also been a member of the Board of Directors and the Audit & Risk Committee of iCapital, a fintech platform for alternative investments, from 2019-2023.
Prior to joining BlackRock in 2015, Warren's experience included roles at Barclays; Foros Group; the United States Department of the Treasury; Skadden, Arps, Slate, Meagher & Flom LLP; and working for former Senator John Kerry. He is a CFA charterholder and holds the Chartered Alternative Investment Analyst designation. Warren is a graduate of Dartmouth College and NYU Law School.
Chief Legal Officer, General Counsel and Corp. Secretary
Ms. O'Brien is responsible for oversight of the firm-wide legal and compliance function; coordination and implementation of firm strategic business development initiatives; and internal policies and procedures. Prior to joining Envestnet, O'Brien was General Counsel and Director of Legal and Compliance for ING (U.S.) Securities, Futures & Options Inc. (ING SF&O), which operated ING Barings' global exchange-traded derivatives activities. In addition to serving ING affiliates worldwide, ING SF&O served customers primarily in the professional and institutional sectors.
O'Brien earned her undergraduate degree in Political Science from Northwestern University. She earned a J.D. from Hamline University School of Law and an LL.M in Taxation from John Marshall Law School.
Beloved Founder & Visionary
Act Justly. Love Mercy. Walk Humbly.
In Loving Memory
Jud Bergman was the Chairman and Chief Executive Officer of Envestnet, Inc. He was a remarkable leader whose vision, brilliance and drive built the roadmap for our company’s success.
Jud founded Envestnet in 1999 on the premise that technology would change the financial advisor industry. However, he always understood there is an important role for the human advisor—as it is the combination of technology and the advisor that provides the best results for investors.
As the industry evolved, Jud’s vision remained unwavering on enhancing the financial wellbeing of the end investor. Delivering on this promise meant empowering advisors with the capabilities to deliver better financial outcomes and improve the lives of their clients.
Jud’s spirit will forever be the foundation of Envestnet.