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.

Babu Sivadasan Executive Vice President, Engineering, Envestnet

As Executive Vice President, Babu is responsible for firm-wide software development and engineering activities.

Babu has a distinguished record working with entrepreneurs, turning their ideas into innovative companies, and delivering solutions for Fortune 500 companies. He has extensive experience in global software delivery models and coordination of engineering activities across geographically distributed groups. He also is experienced in leading architecture, design, and development for large projects. For the past eight years, his focus has been on the internet and e-commerce application, and he has acted as a lead architect and programmer for Hewlett-Packard, where he worked on building a Java Virtual machine and an embedded application delivery platform. He was also the founding Technology Officer for several start-up companies, including Stamps.com. Babu has also worked as a technology consultant for application infrastructure companies like Quest Software and financial services companies like Discover Card.

Babu holds a B.S. in computer science and engineering from Kerala University, India.

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)

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