Comité Exécutif: Envestnet, Inc.

Dirigeant
Fonctions occupéesDepuis
Christopher Todd

Christopher Todd

56 ans

Chief Executive Officer 21/01/2025
Shelly O'Brien

Shelly O'Brien

60 ans

General Counsel 01/01/2002
Corporate Secretary 01/01/2002
Brandon Rockwell Thomas

Brandon Rockwell Thomas

62 ans

Chief Investment Officer -
Founder 01/01/1999
John Hofmann

John Hofmann

51 ans

Director of Finance/CFO 01/09/2025
Sue Burton

Sue Burton

Sales & Marketing 01/01/2026
Katie Evans

Katie Evans

Chief Operating Officer -
Bhaskar Peddhapati

Bhaskar Peddhapati

Chief Tech/Sci/R&D Officer 01/10/2025

Composition du Conseil d'Administration: Envestnet, Inc.

Administrateur
ComitésDepuis
James Fox

James Fox

74 ans

Audit Committee 30/03/2020
Governance Committee 30/03/2020
Nominating Committee 30/03/2020
Compensation Committee Chair 30/03/2020
Audit Committee Chair
Philip Loughlin

Philip Loughlin

58 ans

Audit Committee 19/07/2010
Christopher Todd

Christopher Todd

56 ans

Director/Board Member

Anciens Dirigeants et Administrateurs: Envestnet, Inc.

Insider
Fonctions occupées
DepuisJusqu'au
Joshua Warren
Joshua Warren
Director/Board Member 25/11/2024 01/09/2025
Director of Finance/CFO 15/11/2023 01/09/2025
Treasurer 25/11/2024 01/09/2025
Sharon Rosenthal
Sharon Rosenthal
Human Resources Officer 01/05/2013 01/03/2025
Gregory Smith
Gregory Smith
Director/Board Member 04/02/2015 25/11/2024
Independent Dir/Board Member 04/02/2015 25/11/2024
Luis Aguilar
Luis Aguilar
Director/Board Member 29/03/2016 25/11/2024
Independent Dir/Board Member 29/03/2016 25/11/2024
Valerie Mosley
Valerie Mosley
Director/Board Member 25/10/2018 25/11/2024
Independent Dir/Board Member 25/10/2018 25/11/2024
Gayle Crowell
Gayle Crowell
Director/Board Member 29/03/2016 25/11/2024
Independent Dir/Board Member 29/03/2016 25/11/2024
Barbara Turner
Barbara Turner
Director/Board Member 22/03/2023 25/11/2024
Independent Dir/Board Member 22/03/2023 25/11/2024
Lauren Taylor Wolfe
Lauren Taylor Wolfe
Director/Board Member 27/03/2023 25/11/2024
Independent Dir/Board Member 27/03/2023 25/11/2024
Richard Aneser
Richard Aneser
Corporate Officer/Principal - 01/09/2024
Andrew Nigh
Andrew Nigh
Corporate Officer/Principal 01/04/2022 01/08/2024
Wendy Lane
Wendy Lane
Director/Board Member 27/03/2023 08/05/2024
Independent Dir/Board Member 27/03/2023 08/05/2024
Robert Coppola
Robert Coppola
Chief Tech/Sci/R&D Officer 30/06/2021 01/05/2024
Dani Fava
Dani Fava
Corporate Officer/Principal 28/07/2020 01/04/2024
Bill Crager
Bill Crager
Director/Board Member 30/03/2020 31/03/2024
Chief Executive Officer 03/10/2019 31/03/2024
Founder 01/01/1999 31/03/2024
President 01/01/2002 30/03/2020
Joshua David Mayer
Joshua David Mayer
Chief Operating Officer 01/01/2004 01/12/2023
Peter D'Arrigo
Peter D'Arrigo
Director of Finance/CFO 01/01/2008 15/11/2023
Dawn Newsome
Dawn Newsome
Corporate Officer/Principal 01/11/2021 01/09/2023
Mary Ellen Dugan
Mary Ellen Dugan
Sales & Marketing 24/03/2021 01/09/2023
Ross Chapin
Ross Chapin
Director/Board Member 30/03/2020 15/06/2023
Chairman 03/10/2019 30/03/2020
Independent Dir/Board Member 29/07/2011 15/06/2023
Brian Shipman
Brian Shipman
Investor Relations Contact 01/05/2021 01/03/2023
Debra DeVoe
Debra DeVoe
Compliance Officer - 01/10/2022
Chris Shutler
Chris Shutler
Corporate Officer/Principal 15/04/2021 01/07/2022
Stuart DePina
Stuart DePina
President 30/03/2020 30/06/2022
Dana Marie D'Auria
Dana Marie D'Auria
Chief Investment Officer 29/09/2020 01/06/2022
Jason O'Shaughnessy
Jason O'Shaughnessy
Sales & Marketing 09/11/2020 01/04/2022
Laura Morgan
Laura Morgan
Director/Board Member 01/10/2016 01/03/2022
Robert Guilfoyle
Robert Guilfoyle
Corporate Officer/Principal - 01/01/2022
Anil Arora
Anil Arora
Director/Board Member 01/11/2015 28/10/2021
Chief Executive Officer 01/11/2015 28/02/2019
Matt Stroh
Matt Stroh
Public Communications Contact - 01/07/2021
Scott Grinis
Scott Grinis
Chief Tech/Sci/R&D Officer 01/01/2004 30/06/2021
Jason McBride
Jason McBride
Private Equity Investor 01/02/2019 01/03/2021
Frank J. Coates
Frank J. Coates
Corporate Officer/Principal 01/01/2016 01/01/2021
Donna N. Peeples
Donna N. Peeples
Corporate Officer/Principal 28/10/2020 -
Charles M. Roame
Charles M. Roame
Director/Board Member 03/08/2011 01/09/2020
Independent Dir/Board Member 03/08/2011 01/09/2020
Estee Faranda
Estee Faranda
Corporate Officer/Principal 01/03/2015 01/01/2020
Babu Sivadasan
Babu Sivadasan
Corporate Officer/Principal 30/07/2010 01/12/2019
Jud Bergman
Jud Bergman
Chief Executive Officer 01/01/1999 03/10/2019
Chairman 01/01/1999 03/10/2019
Founder 01/01/1999 03/10/2019
James A. Johnson
James A. Johnson
Director/Board Member 30/07/2010 10/05/2018
Independent Dir/Board Member 01/09/2011 10/05/2018
Kelly Michel
Kelly Michel
Sales & Marketing 29/09/2016 -
Yves Sisteron
Yves Sisteron
Director/Board Member 30/07/2010 11/05/2016
Independent Dir/Board Member 01/01/2004 11/05/2016
Cynthia Egan
Cynthia Egan
Director/Board Member 06/08/2013 29/03/2016
Independent Dir/Board Member 06/08/2013 29/03/2016
John Phoenix
John Phoenix
Sales & Marketing - 01/01/2016
Patrick Hackett
Patrick Hackett
Director/Board Member 01/01/2008 31/10/2015
Oleg Tishkevich
Oleg Tishkevich
Corporate Officer/Principal 06/05/2015 -
Matt McGinness
Matt McGinness
Corporate Officer/Principal 15/04/2015 -
Chris Curtis
Chris Curtis
Treasurer 30/07/2010 01/03/2015
Investor Relations Contact 01/04/2016 01/03/2021
Gates Helms Hawn
Gates Helms Hawn
Director/Board Member 30/07/2010 04/02/2015
Independent Dir/Board Member 01/09/2011 04/02/2015
Zachary Karabell
Zachary Karabell
Corporate Officer/Principal 11/11/2013 -
Paul Koontz
Paul Koontz
Director/Board Member 30/07/2010 31/10/2013
Independent Dir/Board Member 01/01/2004 31/10/2013
Marion Asnes
Marion Asnes
Sales & Marketing 24/03/2011 09/10/2013
Tom Secker
Tom Secker
Corporate Officer/Principal - -
Matt Hersh
Matt Hersh
Corporate Officer/Principal 01/10/2008 31/03/2012
Charles Tennant
Charles Tennant
Chief Operating Officer 30/07/2010 15/08/2011
William Rubino
William Rubino
Director of Finance/CFO 01/01/2008 01/01/2008
Bill Elmore
Bill Elmore
Director/Board Member 01/01/2006 01/01/2007
Karen McCue
Karen McCue
Corporate Officer/Principal 30/07/2010 -
James Lumberg
James Lumberg
Founder 01/01/1999 -
Corporate Officer/Principal 02/08/2010 -
Richard Kevin Dion
Richard Kevin Dion
Corporate Officer/Principal - -
Mohan P. Ananda
Mohan P. Ananda
Director/Board Member - -
Founder - -
Ron Ransom
Ron Ransom
Corporate Officer/Principal - -
Michael Apker
Michael Apker
Chief Operating Officer - -
John D. Harris
John D. Harris
Sales & Marketing - -
Timothy S. Stearns
Timothy S. Stearns
Compliance Officer 25/07/2012 -
General Counsel 24/03/2011 25/07/2012
Corporate Officer/Principal - -
Viggy Mokkarala
Viggy Mokkarala
Corporate Officer/Principal - -
John MacIlwaine
John MacIlwaine
Chief Tech/Sci/R&D Officer - -
Matthew Majoros
Matthew Majoros
Comptroller/Controller/Auditor - -
John C. Yackel
John C. Yackel
Corporate Officer/Principal - -
Thomas Sipp
Thomas Sipp
Director/Board Member 25/11/2024 -
Corporate Officer/Principal - 25/11/2024
Lincoln Ross
Lincoln Ross
Corporate Officer/Principal - -
Sales & Marketing - -
Lori Hardwick
Lori Hardwick
Corporate Officer/Principal - -

Distribution de l'Âge des Dirigeants

Parité Homme Femme

Homme10
Femme4

Dont comité exécutif

Homme4
Femme3

Dont Administrateurs

Homme3
Femme0

Révisions

Recommandations analystes
-
Évolution recommandations analystes 1 an
-
Évolution recommandations analystes 4 mois
-
Objectif analystes
-
Évolution objectif analystes 1 an
-
Évolution objectif analystes 4 mois
-
ESG MSCI

ESG MSCI

Environnement
Social
Gouvernance
Polémique
Controverses Ethiques
Non
Controverses sur les droits de l'Homme
Non
Controverses Subventions fiscales
Non
Conforme à la finance Islamique
-
Logo Envestnet, Inc.
Envestnet, Inc. est un fournisseur de systèmes intelligents pour la gestion de patrimoine et le bien-être financier. Ses segments comprennent Envestnet Wealth Solutions et Envestnet Data & Analytics. Le segment Envestnet Wealth Solutions fournit des logiciels, des services et des solutions unifiés de gestion de patrimoine pour permettre aux conseillers financiers et aux institutions de fournir des conseils holistiques à leurs clients. Envestnet Wealth Solutions propose des produits et services, dont Envestnet Enterprise ; Envestnet Wealth Analytics ; Envestnet Tamarac ; Envestnet MoneyGuide ; Envestnet Workplace Solutions ; Envestnet PMC, ou Portfolio Management Consultants, et Envestnet Billing Solutions (Redi2). Le segment Envestnet Data & Analytics offre des plateformes d'agrégation de données, d'analyse et d'expériences numériques. Envestnet Data & Analytics fournit aux clients et à leurs titulaires de comptes la connectivité des données via une interface de programmation d'application ouverte, l'enrichissement des données, l'analyse basée sur l'intelligence artificielle et les expériences numériques.
Employés
3 085

Départs de Personnes Clées

Ross Chapin
-
Ross Chapin

Chairman

03/10/2019 30/03/2020

Anil Arora
-
Anil Arora

Chief Executive Officer

01/11/2015 28/02/2019

Jud Bergman
-
Jud Bergman

Chief Executive Officer

01/01/1999 03/10/2019

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