Envestnet Executive and Leadership Team

Christopher Todd, the Chief Executive Officer at Envestnet, directs the company's overarching strategy and market positioning. Todd guides Envestnet's mission to provide comprehensive wealth management technology and products, ensuring alignment with the evolving needs of financial advisors and institutions. This leadership involves driving innovation across all business units, fostering strategic partnerships, and expanding the company's global reach. By focusing on scalable solutions and client success, Christopher Todd ensures Envestnet maintains its leadership in the financial services software sector. The Chief Executive Officer's vision propels the organization's growth and commitment to empowering financial professionals.

John Hofmann, the Chief Financial Officer at Envestnet, oversees all financial operations and strategic fiscal planning. Hofmann manages capital allocation, investor relations, and financial reporting, ensuring robust economic health for the organization. This role involves developing financial models to support Envestnet's growth initiatives and optimizing resource deployment across technology and product development. By maintaining rigorous financial discipline, John Hofmann supports the company's commitment to delivering value to advisors and institutions. The Chief Financial Officer's expertise is critical in navigating market dynamics and securing the company's long-term financial stability and expansion.

Edmund Kelly, the Principal Director, Chief Operating Officer Envestnet Solutions at Envestnet, drives operational efficiency and service delivery for Envestnet's core solutions. Kelly oversees the execution of business processes, ensuring seamless integration and optimal performance of the wealth management platform. This leadership involves managing service operations, implementing process improvements, and maintaining high standards of client support. By focusing on operational excellence, Edmund Kelly enhances the overall client experience and strengthens Envestnet's market reputation. The Principal Director, Chief Operating Officer Envestnet Solutions's dedication to streamlined operations is vital for supporting the company's expansive service offerings.

Dana D'Auria, the Group President, Co-CIO & , Envestnet Solutions at Envestnet, leads critical investment strategy and product development initiatives. D'Auria spearheads the creation and enhancement of Envestnet's investment solutions, ensuring they align with market trends and advisor needs. This role involves deep collaboration with technology and operations teams to deliver integrated wealth management platforms. By guiding investment research and product innovation, Dana D'Auria directly impacts the value proposition offered to financial advisors. The Group President, Co-CIO & , Envestnet Solutions's strategic direction strengthens Envestnet's position as a comprehensive provider of financial planning and investment management tools.

Richard Hughes, the Co-President at Envestnet, shares leadership responsibilities for driving strategic growth and market expansion. Hughes collaborates on key initiatives aimed at enhancing Envestnet's product offerings and strengthening relationships with financial advisors and institutional clients. This role involves contributing to the development of new business opportunities and ensuring the effective execution of corporate strategies. By working in tandem with other senior leaders, Richard Hughes supports Envestnet's mission to provide comprehensive wealth management technology. The Co-President's involvement is integral to advancing the company's market presence and commitment to client success.

Steven Boyer, the Chief Technology Officer at Envestnet, architects the company's technological infrastructure and innovation roadmap. Boyer directs the development and implementation of cutting-edge software solutions that power Envestnet's wealth management platform. This leadership encompasses overseeing cybersecurity, data management, and the integration of new technologies to enhance advisor efficiency and client experience. By driving technological advancement, Steven Boyer ensures Envestnet remains at the forefront of financial services software. The Chief Technology Officer's strategic oversight is fundamental to delivering secure, scalable, and sophisticated digital tools that meet the complex demands of the financial industry.

Todd Rais, the Head Chief Information Officer, Research & Support (Ocio) at Envestnet, manages the company's internal information systems and research support functions. Rais ensures the reliability and efficiency of Envestnet's IT infrastructure, supporting both operational needs and strategic research endeavors. This leadership involves overseeing data security, system maintenance, and the deployment of tools that enhance internal productivity and client support services. By optimizing information flow and research capabilities, Todd Rais contributes to Envestnet's ability to deliver superior wealth management solutions. The Head Chief Information Officer, Research & Support (Ocio)'s focus on robust IT systems underpins the company's operational excellence.

Dylan Kynaston, the Chief Technology Officer, Financial Planning at Envestnet, leads the technological development for the company's financial planning software. Kynaston directs the innovation and enhancement of tools designed to assist advisors in creating comprehensive financial plans for their clients. This role involves overseeing the architecture, development, and deployment of advanced planning modules and data integration capabilities. By focusing on specialized financial planning technology, Dylan Kynaston ensures Envestnet provides advisors with sophisticated, user-friendly solutions. The Chief Technology Officer, Financial Planning's expertise is crucial for advancing the company's commitment to empowering holistic wealth management.

Susan Quackenbush, the Chief People Officer at Envestnet, directs human capital strategy and organizational development. Quackenbush oversees talent acquisition, employee engagement, and the cultivation of a high-performance culture across the organization. This leadership involves developing programs that support employee growth, foster diversity and inclusion, and ensure a positive work environment. By prioritizing people strategies, Susan Quackenbush strengthens Envestnet's ability to attract and retain top talent, which is essential for driving innovation and client success. The Chief People Officer's commitment to human resources excellence underpins the company's overall strategic objectives.

Kathryn Evans, the Chief Operations Officer at Envestnet, manages the day-to-day operational functions and service delivery across the enterprise. Evans oversees the execution of business processes, ensuring efficiency, scalability, and adherence to regulatory standards within Envestnet's technology and service offerings. This leadership role involves optimizing operational workflows, managing critical infrastructure, and driving continuous improvement initiatives to enhance client satisfaction. By focusing on robust operational frameworks, Kathryn Evans ensures Envestnet consistently delivers reliable and high-quality wealth management solutions. The Chief Operations Officer's strategic oversight is vital for maintaining the integrity and performance of the company's extensive service ecosystem.