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 and Chief Executive Officer
Brandon Thomas
Co-Founder, Co-President and CIO, Portfolio Management Consultants
Charles Tennant
Chief Operating Officer
Scott Grinis
Chief Technology Officer
Pete D'Arrigo
Chief Financial Officer
Shelly O'Brien
General Counsel
Karen McCue
Executive Vice President, Operations
James Lumberg
Co-Founder, Executive Vice President, Enterprise Solutions
Babu Sivadasan
Executive Vice President, Engineering
Lori Hardwick
Executive Vice President, Managing Director, Advisory Services
Mike Apker
Managing Director, Strategic Development
James Patrick
Managing Director, Advisor Managed Programs
Michael Henkel
Managing Director, Retirement Services Group
Timothy S. Stearns
Chief Compliance Officer
Viggy Mokkarala
Executive Vice President, Client Implementations
William Rubino Jr.
Chief Administrative Officer, Portfolio Management Consultants
Chris Curtis
SVP, Treasurer
Eric Fowler
Senior Vice President, Director of Product Development
Mark Osmond
Managing Director, Institutional Services Group
Related Links
Envestnet Corporate Brochure (PDF)
Career Opportunities
