Envestnet

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Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is transforming the way financial advice and wellness are delivered. Their mission is to empower advisors and financial service providers with innovative technology, solutio... Read more

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Bill Crager
CEO & Co-Founder

Bill Crager

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Ellen Dugan
Chief Marketing Officer
Farouk Ferchichi
Chief Data & Analytics Officer
Rich Aneser
Chief Strategy Officer
Shelly O’Brien
Chief Legal Officer, General Counsel, and Corporate Secretary
James Patrick
EVP & Head of Advisor Services
Jillian Munro
Group Head of Technology, Data & Analytics
Neel Ray
Head of M&A
Tom Sipp
EVP, Business Lines
Ron Ransom
Group Head of ESG
Dawn Newsome
Chief Business Operations Officer
Dana D’auria
Co-Chief Investment Officer & Group President, Envestnet Solutions
Molly Weiss
Chief Product Officer, WealthTech & Solutions
Arun Anur
Chief Operating Officer, Envestnet | Yodlee
Robert Coppola
Chief Technology Officer