Management Team

Envestnet is led by a team of experienced financial professionals who understand the business needs of the independent financial advisor. With an average of more than 20 years of industry experience, we are able to provide unusual clarity and vision in defining and delivering the products, technology, and services necessary for independent advisors to meet the growing expectations of affluent investors.

Our management team oversees more than 400 professionals at offices in Chicago, Denver, Los Angeles, New York, Silicon Valley, and Trivandrum, India.

Judson Bergman Chairman, Founder and Chief Executive, Envestnet

Jud is responsible for leading the Envestnet organization, and is focused on guiding the Company’s strategy, as well as organizational and business development. Under his direction the firm has grown to support more than $75 billion in total platform assets.*

Prior to founding Envestnet, Jud was the Managing Director, Nuveen Mutual Funds, for Nuveen Investments, a diversified investment manager with over $100 billion under management. In this role he was responsible for the profitable growth of Nuveen’s mutual fund business and was a member of Nuveen’s Investment Management Committee. From 1992 to 1997, Jud directed Nuveen’s Corporate Development activity, where he initiated the development of Nuveen’s separately managed account business and helped guide the firm’s expansion into a diversified investment manager beyond municipal investments.

Jud received a BA in English from Wheaton College, and earned his MBA in Finance and Accounting from Columbia University.

*as of 6.30.09 ($75 Billions includes assets under management and administration and licensing arrangements.)

bergman

Judson Bergman

Chairman and Chief Executive Officer

crager

Bill Crager

President

thomas

Brandon Thomas

Co-Founder, Co-President and CIO, Portfolio Management Consultants

tennant

Charles Tennant

Chief Operating Officer

grinis

Scott Grinis

Chief Technology Officer

d'arrigo

Pete D'Arrigo

Chief Financial Officer

o'brian

Shelly O'Brien

General Counsel

karen

Karen McCue

Executive Vice President, Operations

Lumberg

James Lumberg

Co-Founder, Executive Vice President, Enterprise Solutions

Babu

Babu Sivadasan

Executive Vice President, Engineering

Hardwick

Lori Hardwick

Executive Vice President, Managing Director, Advisory Services

Apker

Mike Apker

Managing Director, Strategic Development

Patrick

James Patrick

Managing Director, Advisor Managed Programs

Henkel

Michael Henkel

Managing Director, Retirement Services Group

Sterns

Timothy S. Stearns

Chief Compliance Officer

Mokkarala

Viggy Mokkarala

Executive Vice President, Client Implementations

Rubino

William Rubino Jr.

Chief Administrative Officer, Portfolio Management Consultants

Curtis

Chris Curtis

SVP, Treasurer

Fowler

Eric Fowler

Senior Vice President, Director of Product Development

Osmond

Mark Osmond

Managing Director, Institutional Services Group

 

Related Links

Envestnet Corporate Brochure (PDF)

Career Opportunities

 

 
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