Org chart

Bill Crager
CEO & Co-Founder
Stuart DePina
Executive Advisor
Tony Leal
Group President, Envestnet WealthTech
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
Chief Business Development Officer
Dawn Newsome
Chief Business Operations Officer
Dana D’auria
Co-Chief Investment Officer & Group President, Envestnet Solutions
Molly Weiss
Chief Product Officer, WealthTech & Solutions

Board & Advisors

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