William Crager

William Crager

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, which supports over 4,700 financial enterprises and 103,000 financial advisors who collectively manage more than $3.8 trillion in assets. Mr. Crager has served as a director of our company since March 2020. Previously, Mr. Crager served as our Interim Chief Executive Officer between October 2019 and March 2020, Chief Executive of Envestnet Wealth Solutions since January 2019, and President of Envestnet since 2002.

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 Managing Director of Marketing and Client Services at Rittenhouse Financial Services, Inc., an investment management firm affiliated with Nuveen Investments. While there, he developed a widely recognized initiative that integrated value-added investor communications with a technology-driven client service platform.

Mr. Crager graduated from Fairfield University, where he majored in Economics and English.

Pete D’Arrigo

Pete D’Arrigo

Chief Financial Officer

Mr. D'Arrigo 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.

D'Arrigo has 20 years of industry experience. Prior to joining Envestnet, D'Arrigo was Treasurer and VP/Managing Director at Nuveen Investments.

D'Arrigo earned his undergraduate degree in Applied Mathematics from Yale University and an M.B.A. in Finance from Northwestern University. Pete holds the FINRA Series 7, 24 and 63 securities registrations.

Stuart DePina

Stuart DePina

President

As President of Envestnet, Stuart DePina is responsible for the development and execution of the firm’s product roadmap, operations, and technology solutions to support its advisors, while continuing to expand the firm’s financial wellness network and unified advice platform. Mr. DePina oversees Envestnet’s Operations group, including the Data Utility, Portfolio Administration, and Client Experience teams, as well as the Relationship Management, Business Development, Marketing, and Product divisions. 

Prior to his current role, Mr. DePina served as Chief Executive, Envestnet Data & Analytics, where he was responsible for developing Envestnet’s overall data aggregation, enterprise data management, and analytics offerings. In this position, he also led Envestnet’s Technology group, which focuses on identifying solutions for the firm’s operations, technology, and data infrastructure needs. 

Before running Envestnet Data & Analytics, Mr. DePina managed the long-term growth strategy of Tamarac, first as the firm’s CEO from 2007 to 2012, and then as the Group President of Envestnet | Tamarac from 2012 to 2019, following Envestnet’s acquisition of Tamarac. Under Mr. DePina’s leadership, Tamarac has grown to become a market leader in integrated technology for more than 3,100 independent RIA firms of all sizes who collectively manage over $1.2 trillion in assets. 

Mr. DePina’s leadership is rooted in deep financial experience, and the belief that customer focus, commitment, and thoughtful business practices form the foundation of a solid organization. 

Before joining Tamarac, Mr. DePina served in a variety of leadership roles within the industry, most recently as Chief Executive Officer at Who’s Calling, where he drove profitability and doubled the company’s revenue base. Prior to leading Who’s Calling, Mr. DePina served as President and Chief Executive Officer of xSides Corporation; as Chief Financial Officer for Ticketmaster Corporation, Inc.; and as a Partner in the Big Four firm of KPMG LLP, where he provided consulting and assurance services to a number of clients in the financial services practice. 

Dawn Newsome

Dawn Newsome

Chief Business Operations Officer

Dawn joins Envestnet from TP ICAP the worlds largest inter-dealer broker where she was CEO of the Americas, and Global COO Liquidnet, a fully electronic agency broker which was acquired in the March 2021. In her CEO role Dawn was responsible for the overall management across business lines and support functions. She championed operational excellence and set the tone for conduct and culture in challenging times. During her time at TP ICAP, she has oversaw the implementation of a risk management program throughout the region and integration of legacy infrastructure. Her foresight and planning allowed the firm to quickly pivot to remote working, achieving record revenues in the first quarter of 2020. Dawn’s leadership has provided motivation and engagement to the region and employees as they navigated a global pandemic. As COO of Liquidnet Dawn was driving integration of the company and working on the expansion of Liquidnet’s Fixed Income offering.

Prior to joining TP ICAP she was an “In-business” CTO for Nomura’s Global Rates, and Americas Liquid Products organizations. In this role she drove the technology strategy and managed the electronic products offering to maximize profitability across the businesses. While at Nomura Dawn oversaw the rollout of their strategic electronic trading platform. This work resulted in Nomura consistently ranking in top 5 US Treasury dealers on Bloomberg and Tradeweb.

Before joining Nomura, Dawn held a number of roles at Natwest (formerly RBS). Notably she was Head of Rates E-Commerce and was responsible for the transition to comply with Dodd-Frank legislation including SEF trading mandates. Before moving to the business side, she was in the technology division leading development and support of RBS’ front to back derivatives systems.

Throughout her career Dawn has been passionately involved in efforts to attract and develop women in the workforce. She was co-chair of Nomura’s women’s network and at TP ICAP she is leading the Diversity and Inclusion strategy in the Americas. She enjoys any opportunity to speak to high school girls who are contemplating careers in science and technology.

Dawn earned her Bachelor’s degree in Chemistry and Computer Science from Bucknell University. Dawn started her career at JP Morgan in their Technology Analyst Program before she knew a “bond” was also a financial instrument.

Shelly O’Brien

Shelly O’Brien

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.

Judson Bergman

Judson Bergman

Beloved Founder & Visionary

Act Justly. Love Mercy. Walk Humbly.
In Loving Memory
Judson Bergman
1957-2019

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.