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.

Mark Osmond Managing Director, Portfolio Management Consultants

Mark is responsible for Portfolio Management Consultants’ (PMC) consulting team and overall distribution of PMC's solutions to all Envestnet clients. He also has oversight of the external separate account managers that are on the Envestnet platform. Mark is a member of the PMC Management Committee.

Prior to joining the firm, Mark had a 23-year career with First Boston and its successor, Credit Suisse. As Managing Director at Credit Suisse, Mark held roles in sales, trading and management of relationships of their largest institutional clients.

Mark received a B.A. in Economics from Colorado College and an M.B.A. from DePaul University with a concentration in Finance.