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.

Charles Tennant Chief Operating Officer, Envestnet

As the Chief Operating Officer, Chuck is responsible for developing, operating, enhancing, and maintaining Envestnet's wealth management platforms and related services. Chuck is responsible for coordinating services and activities across the firm and has day-to-day responsibility for all human resources, company-wide operations, systems, and institutional client services. Chuck has 14 years of experience in the financial services industry.

Prior to joining Envestnet, Chuck was the Chief Operating Officer at Ameriprise Financial, heading up brokerage clearing services including securities trading, dividend payment processing and corporate reorganization processing, account transfers, cashiering, customer service, and advisor relations. Before that, he held several operations-related positions at CIGNA Group Insurance.

Chuck graduated from the University of South Florida with a degree in management information systems.

bergman

Judson Bergman

Chairman and Chief Executive Officer

crager

Bill Crager

President

thomas

Brandon Thomas

Co-Founder and CIO, Portfolio Management Consultants

tennant

Charles Tennant

Chief Operating Officer

grinis

Scott Grinis

Chief Technology Officer

d'arrigo

Pete D'Arrigo

Chief Financial Officer

o'brian

Shelly O'Brien

General Counsel

karen

Karen McCue

Executive Vice President, Family Office Services

Lumberg

James Lumberg

Co-Founder, Executive Vice President, Business Development

Babu

Babu Sivadasan

Executive Vice President, Engineering

Hardwick

Lori Hardwick

Executive Vice President, Advisory Services

Apker

Mike Apker

Managing Director, Strategic Development

Patrick

James Patrick

Managing Director, Advisor Managed Programs

Henkel

Michael Henkel

Managing Director, Portfolio Management Consultants

Sterns

Timothy S. Stearns

Chief Compliance Officer

Mokkarala

Viggy Mokkarala

Executive Vice President, Product Group

Rubino

William Rubino Jr.

Chief Administrative Officer, Portfolio Management Consultants

Curtis

Chris Curtis

SVP, Treasurer

Fowler

Eric Fowler

Senior Vice President, Director of Product Development

Osmond

Mark Osmond

Managing Director, Portfolio Management Consultants

Osmond

John D. Harris

Senior Vice President, National Sales Manager

Osmond

Aaron Bauer

Senior Vice President, Advisory Services

Osmond

Josh Mayer

Senior Vice President, Head of Global Operations

Osmond

Dale Seier

Senior Vice President, Finance

 

Related Links

Envestnet Corporate Brochure (PDF)

Career Opportunities

 

 
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