Board of Directors

  • Judson Bergman
    Judson Bergman
    Chairman, Chief Executive Officer, Director

    Mr. Bergman is the founder of our company and has served as our Chairman, Chief Executive Officer and a director since 1999. Prior to founding our company, Mr. Bergman was Managing Director at Nuveen Investments, Inc., a diversified investment manager. Mr. Bergman serves as a trustee of

    Chairman, Chief Executive Officer, Director
  • Anil Arora
    Anil Arora
    Vice Chairman, Director

    Mr. Arora has served as a director of our company since November 2015. Mr. Arora has served as Vice Chairman and Chief Executive Officer of Envestnet| Yodlee since November 2015. Prior to then, he was President and Chief Executive Officer and was a member of the board of directors of

    Vice Chairman, Director
  • Luis A. Aguilar
    Luis A. Aguilar
    Director

    Mr. Aguilar has served as a director of our company since March 2016. Mr. Aguilar was previously Commissioner at the U.S. Securities and Exchange Commission from July 2008 through December 2015. Prior to his appointment as an SEC Commissioner, Mr. Aguilar was a partner with the interna

    Director
  • Ross Chapin
    Ross Chapin
    Director

    Mr. Chapin has served as a director of our company since 2001. Mr. Chapin is a Managing Director of Parametric Portfolio Associates LLC, a provider of structured portfolio management, which he joined as a senior executive in October 2005. Prior to Parametric, Mr. Chapin co-founded Orca

    Director
  • Gayle Crowell
    Gayle Crowell
    Director

    Ms. Crowell has served as a director of our company since March 2016. Prior to that, she served as lead independent director of Yodlee, Inc. from March 2014 and as a member of the Yodlee, Inc. Board of Directors from July 2002 until November 19, 2015 when Yodlee, Inc. was acquired by E

    Director
  • James Fox
    James Fox
    Director

    Mr. Fox has served as a director of our company since 2015. Mr. Fox is currently retired. He previously was the Non-Executive Chairman of FundQuest, Inc., upon its acquisition by the Company, from 2010 to 2011 and prior to that, was the President and Chief Executive Officer of FundQuest

    Director
  • Charles "Chip" Roame
    Charles "Chip" Roame
    Director

    Mr. Roame has served as a director of our company since 2011. Mr. Roame has served as Managing Partner of Tiburon Strategic Advisors, a provider of research, strategy consulting, and other related services primarily to financial services firms, since 1998. Mr. Roame has previously serv

    Director
  • Gregory Smith
    Gregory Smith
    Director

    Mr. Smith has served as a director of our company since 2015. Mr. Smith is currently an Executive-in-Residence and Lecturer at the University of Wisconsin-Milwaukee’s Lubar School of Business, as well as Managing Partner of Barnett Management Advisors, LLC. Prior to joining UWM, Mr. Sm

    Director

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