Envestnet Executive and Leadership Team

John Hofmann, the Chief Financial Officer at Envestnet, directs all corporate financial planning, capital allocation, and investor relations. Managing the fiscal health of the organization, the Chief Financial Officer oversees the integration of financial data across the wealth management software ecosystem. This leadership role involves rigorous analysis of market trends to support long-term profitability and sustainable growth. By optimizing capital structures, John Hofmann ensures the company maintains a competitive edge within the financial services software sector. The Chief Financial Officer collaborates with the Board to align budgetary priorities with strategic product development goals. Through precise financial forecasting and risk management, Hofmann secures the resources necessary for continuous innovation. This oversight extends to managing North American financial operations, ensuring compliance with regulatory standards while driving efficiency across all business units to maximize shareholder value and support the broader mission of empowering financial advisors.

Todd Rais, the Chief Information Officer & Head of Research & Support (Ocio) at Envestnet, architects the technological infrastructure and research frameworks that power the wealth management platform. Overseeing the development of sophisticated software tools, the Chief Information Officer & Head of Research & Support (Ocio) ensures seamless integration for financial institutions. This leadership role involves driving digital transformation initiatives that enhance advisor productivity and client outcomes. By managing complex data research and support systems, Todd Rais maintains the integrity and performance of the platform. The Chief Information Officer & Head of Research & Support (Ocio) collaborates with engineering teams to deploy scalable cloud solutions that meet the evolving demands of the financial services industry. Through strategic oversight of information technology, Rais supports the expansion of digital capabilities across global markets. This focus on innovation ensures the platform remains a critical asset for advisors seeking to deliver superior financial guidance.

Kathryn Evans, the Chief Operations Officer at Envestnet, executes the internal business strategies and operational workflows that sustain the wealth management software platform. Managing the day-to-day delivery of services, the Chief Operations Officer ensures that internal processes align with the needs of financial advisors and institutions. This leadership role involves streamlining service delivery models to improve client satisfaction and operational throughput. By optimizing cross-functional workflows, Kathryn Evans drives efficiency across the organization. The Chief Operations Officer coordinates with other C-suite leaders to implement scalable processes that support rapid market expansion. Through rigorous oversight of operational performance, Evans maintains high standards of service quality across all regional operations. This commitment to operational excellence allows the company to deliver consistent value to the financial services sector. By refining internal systems, the Chief Operations Officer supports the overall mission of providing robust, reliable technology solutions to the wealth management community.

Shelly O'Brien, the Chief Legal Officer, General Counsel & Corporate Secretary at Envestnet, directs all legal affairs, corporate governance, and regulatory compliance initiatives. Overseeing the legal framework for the wealth management software business, the Chief Legal Officer, General Counsel & Corporate Secretary ensures that all products and services adhere to complex financial industry regulations. This leadership role involves managing corporate risk and protecting intellectual property assets. By providing strategic counsel to the Board, Shelly O'Brien facilitates sound decision-making regarding mergers, acquisitions, and corporate policy. The Chief Legal Officer, General Counsel & Corporate Secretary maintains the integrity of corporate governance structures, ensuring transparency and accountability across the organization. Through proactive engagement with regulatory bodies, O'Brien mitigates legal exposure while supporting the company's growth objectives. This oversight is essential for maintaining trust with financial institutions and advisors, ensuring that all operations remain compliant within the highly regulated financial services landscape.