Management Team
Envestnet is led by a team of experienced financial professionals who understand the business needs of the independent financial advisor. With an average of more than 20 years of industry experience, we are able to provide unusual clarity and vision in defining and delivering the products, technology, and services necessary for independent advisors to meet the growing expectations of affluent investors.
Our management team oversees more than 400 professionals at offices in Boston, Chicago, Denver, New York, Silicon Valley, and Trivandrum, India.
Pete D’Arrigo
Chief Financial Officer,
Envestnet
Pete 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 mergers and acquisitions.
Pete has 20 years of industry experience. Prior to joining Envestnet, Pete was Treasurer and VP/Managing Director at Nuveen Investments.
Pete earned his undergraduate degree in applied mathematics from Yale University and an M.B.A. in finance from Northwestern University.
Judson Bergman
Chairman and Chief Executive Officer
Brandon Thomas
Co-Founder and CIO, Portfolio Management Consultants
Charles Tennant
Chief Operating Officer
Scott Grinis
Chief Technology Officer
Pete D'Arrigo
Chief Financial Officer
Shelly O'Brien
General Counsel
Karen McCue
Executive Vice President, Family Office Services
James Lumberg
Co-Founder, Executive Vice President, Business Development
Babu Sivadasan
Executive Vice President, Engineering
Lori Hardwick
Executive Vice President, Advisory Services
Mike Apker
Managing Director, Strategic Development
James Patrick
Managing Director, Advisor Managed Programs
Michael Henkel
Managing Director, Portfolio Management Consultants
Timothy S. Stearns
Chief Compliance Officer
Viggy Mokkarala
Executive Vice President, Product Group
William Rubino Jr.
Chief Administrative Officer, Portfolio Management Consultants
Chris Curtis
SVP, Treasurer
Eric Fowler
Senior Vice President, Director of Product Development
Mark Osmond
Managing Director, Portfolio Management Consultants
John D. Harris
Senior Vice President, National Sales Manager
Aaron Bauer
Senior Vice President, Advisory Services
Josh Mayer
Senior Vice President, Head of Global Operations
Dale Seier
Senior Vice President, Finance
Related Links
Envestnet Corporate Brochure (PDF)
Career Opportunities