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 Boston, Chicago, Denver, New York, Silicon Valley, and Trivandrum, India.
John D. Harris Managing Director, Advisory Services
John is responsible for all client retention and distribution activity for the RIA and Independent Broker/Dealer marketplace by managing a team of 16 Regional Directors and Consultants to assist advisors through the entire managed money sales process as well as to provide education and training on how to best utilize the Envestnet Advisory Solutions Platform.
Prior to joining Envestnet, John was a Regional Vice President, Sales with Oberon Financial Technology, prior to its merger with Envestnet, since 2002. Prior to that, John also led the sales and marketing efforts in the south central region as a Consultant with AssetMark Investment Services. In this role, John was responsible for assisting advisors in identifying client needs, developing proposals and presenting recommendations. John also served as a Financial Planning Consultant with H.D. Vest Financial Services.
John earned his undergraduate degree from the University of Oklahoma and in 1998 earned the Certified Financial Planner designation through the College of Financial Planning in Denver. John also holds FINRA securities licenses Series 6, 7, 24, 52, 53, and 63.
