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.
Josh Mayer Executive Vice President and Managing Director, Operations
Josh is responsible for managing all activities related to the operations of Envestnet’s technology platform across the firm as well as our client service and trading teams. His efforts help to manage for scale while ensuring production quality and controls for risk.
Prior to joining Envestnet, Josh was the Director of Operations for Oberon Financial Technology, prior to its merger with Envestnet, since 2000. In this role, Josh designed the SMA delivery systems that now support hundreds of strategists and money managers and thousands of "Advisor as Portfolio Managers", managing billions in assets, on the Envestnet platform.
Josh holds a Bachelors of Arts and Sciences from Georgetown University.
