Executive Management

  • 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
  • Bill Crager
    Bill Crager
    President

    Mr. Crager is President of Envestnet and has been with the company since its founding in 2000. He leads Envestnet's platform, product, and relationship management efforts. Prior to joining Envestnet, Crager served as Managing Director at Nuveen Investments beginning in 1997 and prior to

    President
  • Pete D’Arrigo
    Pete D’Arrigo
    Chief Financial Officer

    Mr. D'Arrigo is responsible for implementing and managing internal financial controls and budgets, managing the company's future capital investment requirements, cultivating relationships with outside financing sources, and helping to lead our major strategic initiatives, including merg

    Chief Financial Officer
  • Scott Grinis
    Scott Grinis
    Chief Technology Officer

    As Chief Technology Officer at Envestnet, Mr. Grinis is responsible for the overall development and technological infrastructure of the Envestnet platform. Grinis has more than 20 years of experience in technology, developing special expertise in building mission-critical enterprise sy

    Chief Technology Officer
  • Josh Mayer
    Josh Mayer
    Chief Operating Officer

    Mr. Mayer is responsible for all activities related to the operations of the Company’s technology platform as well as for the Company’s Human Resources, Facilities Management, and the Project Management, Implementation and Conversion teams. Prior to being appointed Chief Operating Offic

    Chief Operating Officer
  • Shelly O’Brien
    Shelly O’Brien
    Chief Legal Officer, General Counsel and Corp. Secretary

    Ms. O'Brien is responsible for oversight of the firm-wide legal and compliance function; coordination and implementation of firm strategic business development initiatives; and internal policies and procedures. Prior to joining Envestnet, O'Brien was General Counsel and Director of Lega

    Chief Legal Officer, General Counsel and Corp. Secretary
  • Brandon Thomas
    Brandon Thomas
    Co-Founder and CIO, PMC

    Mr. Thomas is responsible for all aspects of PMC's investment management and research capabilities. Primary among those responsibilities include the development of PMC's investment policy, implementation of the firm's investment management and research offerings, and the development of

    Co-Founder and CIO, PMC

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Envestnet, Inc.'s financial performance is subject to risks and uncertainties, some of which are discussed in forward-looking statements contained in its reports filed with the U.S. Securities and Exchange Commission. Actual results may differ materially from those described in the forward-looking statements. The stock data above is presented for informational purposes only and is not intended for trading purposes. Stock information may be delayed and reflects stock splits. Historical investment performance is not an indication of future performance.

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