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.

Brandon Thomas Co-Founder and CIO, Portfolio Management Consultants (PMC)

Brandon 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 new investment products, including alternative investment strategies. Brandon is a member of the PMC Management Committee.

Prior to joining the firm in 1999, Brandon was Director of Equity Funds for The John Nuveen Company. For five years, Brandon was responsible for managing the firm’s equity fund activities and served on the firm’s New Products Committee. Prior to that, he was a portfolio manager with a Chicago-based money manager, and started his career as a securities analyst with a Wall Street investment management firm.

Brandon received an A.B. in Economics from Brown University, an M.B.A. in Finance and Accounting from the University of Chicago and a J.D. from DePaul University.

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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