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.

Viggy Mokkarala Managing Director, Strategic Development, Envestnet

Viggy is the Managing Director of Strategic Development at Envestnet. Viggy is also one of the three co-founders of Oberon Financial Technology, a pioneer in asset management software. Oberon was acquired by Envestnet in 2004.

During his five-year tenure at Oberon, Viggy ran sales and marketing, and oversaw the more than hundred-fold growth of Oberon’s assets under management from $10 million to $1.6 billion. Viggy is responsible for several of the company’s largest institutional client relationships.

Viggy holds a B.S. in electrical engineering and an M.S. in computer sciences from the University of Wisconsin, Madison. Prior to founding Oberon, he worked for Applied Materials, Silicon Graphics, Inc., and Hewlett-Packard in corporate management roles.

bergman

Judson Bergman

Chairman and Chief Executive Officer

crager

Bill Crager

President

thomas

Brandon Thomas

Co-Founder and CIO, Portfolio Management Consultants

grinis

Scott Grinis

Chief Technology Officer

d'arrigo

Pete D'Arrigo

Chief Financial Officer

o'brian

Shelly O'Brien

General Counsel

Lumberg

James Lumberg

Co-Founder, Managing Director

Babu

Babu Sivadasan

Executive Vice President, Product Development

Hardwick

Lori Hardwick

Executive Vice President, Advisory Services

Apker

Mike Apker

Managing Director, Advisor Suite

Patrick

James Patrick

Managing Director, Advisor Managed Programs

Sterns

Timothy S. Stearns

Chief Compliance Officer

Mokkarala

Viggy Mokkarala

Managing Director, Strategic Development

Curtis

Chris Curtis

SVP, Treasurer

Fowler

Eric Fowler

Managing Director, Product Development

Osmond

Mark Osmond

Managing Director, Portfolio Management Consultants

Osmond

John D. Harris

Managing Director, Advisory Services

Osmond

Aaron Bauer

Managing Director, Client Implementations

Osmond

Josh Mayer

Executive Vice President and Managing Director, Operations

Osmond

Dale Seier

Senior Vice President, Finance

Asnes

Marion Asnes

Managing Director, Chief Marketing Officer

Fiske

Ron Fiske

Managing Director, Strategic Partners

Phoenix

John Phoenix

Senior Vice President, Advisory Solutions

 

Related Links

Envestnet Corporate Brochure (PDF)

Career Opportunities

 
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