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, solutions and intelligence to make financial wellness a reality for everyone. Nearly 108,000 advisors and more than 6,000 companies including: 17 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of FinTech companies, leverage Envestnet technology and services that help drive better outcomes for enterprises, advisors and their clients.

Finance

Envestnet

James L. Fox

Molly Weiss

Dana D’auria

Tom Sipp

Jillian Munro

Farouk Ferchichi

Neel Ray

Sharon Rosenthal

Arun Anur

Shelly O’Brien

Andrew Stavaridis

Josh Warren

The current leadership team at Envestnet has experience working in a variety of industries, including technology, finance, and marketing. They have also held a variety of positions, such as Chief Data & Analytics Officer, Partner - Data, Analytics & Digital Advisory Services, and Managing Director - CTO Legal & eDiscovery, Global Technology Lead for Resolution & Recovery. In addition to their professional experience, the team also has a wealth of educational experience, including degrees from Columbia Engineering, the Massachusetts Institute of Technology, Bucknell University, and the University of New Hampshire.

Leadership Team

Leadership Team

About

Team members