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.
Judson Bergman
Chairman and Chief Executive Officer
Brandon Thomas
Co-Founder and CIO, Portfolio Management Consultants
Scott Grinis
Chief Technology Officer
Pete D'Arrigo
Chief Financial Officer
Shelly O'Brien
General Counsel
James Lumberg
Co-Founder, Managing Director
Babu Sivadasan
Executive Vice President, Product Development
Lori Hardwick
Executive Vice President, Advisory Services
Mike Apker
Managing Director, Advisor Suite
James Patrick
Managing Director, Advisor Managed Programs
Timothy S. Stearns
Chief Compliance Officer
Viggy Mokkarala
Managing Director, Strategic Development
Chris Curtis
SVP, Treasurer
Eric Fowler
Managing Director, Product Development
Mark Osmond
Managing Director, Portfolio Management Consultants
John D. Harris
Managing Director, Advisory Services
Aaron Bauer
Managing Director, Client Implementations
Josh Mayer
Executive Vice President and Managing Director, Operations
Dale Seier
Senior Vice President, Finance
Marion Asnes
Managing Director, Chief Marketing Officer
Ron Fiske
Managing Director, Strategic Partners
John Phoenix
Senior Vice President, Advisory Solutions
Related Links
Envestnet Corporate Brochure (PDF)
Career Opportunities
