Executive Management

  • 1
    Judson Bergman (1957-2019)
    Judson Bergman (1957-2019)
    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 i

    Beloved Founder & Visionary
  • 1
    Bill Crager
    Bill Crager
    Chief Executive Officer

    Mr. Crager is a co-founder of Envestnet and Chief Executive Officer since October 2019, as well as the Chief Executive of the Wealth Solutions Division, a position he has served since 2002. He leads Envestnet's platform, product, and relationship management efforts. Prior to joining Env

    Chief Executive Officer
  • 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 merg

    Chief Financial Officer
  • Stuart
    Stuart DePina
    Stuart DePina
    President

    Mr. DePina has served as President since March 2020. Previously, he was Chief Executive of Envestnet Data & Analytics. Prior to that, he was President of Tamarac, a company Envestnet acquired in 2012. Under DePina’s leadership, Tamarac has grown as the market leader in integrated RI

    President
  • Scott Grinis
    Scott Grinis
    Chief Technology Officer

    As Chief Technology Officer at Envestnet, Mr. Grinis is responsible for the overall development and technological infrastructure of the Envestnet platform. Grinis has more than 20 years of experience in technology, developing special expertise in building mission-critical enterprise sy

    Chief Technology Officer
  • Josh Mayer
    Josh Mayer
    Chief Operating Officer

    Mr. Mayer is responsible for all activities related to the operations of the Company’s technology platform as well as for the Company’s Human Resources, Facilities Management, and the Project Management, Implementation and Conversion teams. Prior to being appointed Chief Operating Offic

    Chief Operating Officer
  • 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 Lega

    Chief Legal Officer, General Counsel and Corp. Secretary
  • Brandon Thomas
    Brandon Thomas
    Co-Founder and CIO, PMC

    Mr. Thomas is responsible for all aspects of PMC's investment management and research capabilities. Primary among those responsibilities include the development of PMC's investment policy, implementation of the firm's investment management and research offerings, and the development of

    Co-Founder and CIO, PMC

Information is current only as of the date(s) indicated on the materials. We do not have any current intention, and expressly disclaim any obligation, to supplement, update or revise any of the information in these documents. The information contained in these documents should be considered accurate only as of the date of the relevant document. This information may change over time; therefore, visitors to this web site should not assume that the information contained in these documents remains accurate at a later time. Envestnet, Inc.'s press releases, presentations and printed remarks are included on this website for historical purposes only.

Except for historical information and discussions, statements set forth throughout this web site may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 or other applicable laws. These statements involve a number of risks, uncertainties, and other factors that could cause actual results to differ materially, as discussed in the company's filings with the U.S. Securities and Exchange Commission.

Envestnet, Inc.'s financial performance is subject to risks and uncertainties, some of which are discussed in forward-looking statements contained in its reports filed with the U.S. Securities and Exchange Commission. Actual results may differ materially from those described in the forward-looking statements. The stock data above is presented for informational purposes only and is not intended for trading purposes. Stock information may be delayed and reflects stock splits. Historical investment performance is not an indication of future performance.

The information provided on the Investor Relations pages is hosted by a third party. Envestnet, Inc. does not control and is not responsible for any third party content and makes no representations as to the timeliness or accuracy of such content.