ENVESTNET PORTFOLIO SOLUTIONS, INC. of BERWYN, PA is an SEC-registered investment adviser (CRD 109662). Regulatory assets under management: $17.3B.
Compensation: % of AUM, Fixed, Subscription, Other.
Clients served: High net worth, Pooled vehicles, Charities.
Showing 25 of 57 people.
| Name | Role | Location |
|---|---|---|
| John Hofmann | CHIEF FINANCIAL OFFICER | Watertown, MA |
| Brandon Rockwell Thomas | CO-CIO | — |
| Shelly S O'Brien | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY; CORPORATE SECRETARY | — |
| Dana Marie D'Auria | CO-CIO | — |
| Christopher Russell Todd | CHIEF EXECUTIVE OFFICER | — |
| Kathryn Michele Evans | CHIEF OPERATIONS OFFICER | — |
| Debra Jane Devoe | CHIEF COMPLIANCE OFFICER; SVP/CHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR | — |
| Joshua B Warren | CHIEF FINANCIAL OFFICER | — |
| Thomas Michael Sipp | EVP, ENVESTNET BUSINESS LINES | — |
| O'NEILL CHARLES THEODORE | TRUSTEE | — |
| RAYNAUD MARC | DIRECTOR | — |
| LAPOMME PIERRE MARC | DIRECTOR | — |
| SIPP THOMAS MICHAEL | EVP, ENVESTNET BUSINESS LINES | — |
| DELCOL ROBERT EGIDIO | CHAIRMAN; PRESIDENT; PRESIDENT, DIRECTOR (+1 more) | — |
| CLIFT TIMOTHY JOHN | SVP CHIEF INVESTMENT OFFICER; VP | — |
| WALLACE JOHN ROBERT | CFO; CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER, TREASURER | — |
| DONNELLY SCOTT LAWRENCE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, ASSISTANT SECRETARY | — |
| FOX JAMES LAWRENCE | CHAIRMAN; EVP CHIEF OPERATING OFFICER; EVP, CHIEF OPERATING OFFICER, DIRECTOR (+2 more) | — |
| DEL COL PETER | CHAIRMAN; DIRECTOR | — |
| GLICENSTEIN GILLES | DIRECTOR | — |
| SCHENK EVERETT M | DIRECTOR | — |
| MARCHESSAUX PHILIPPE | DIRECTOR | — |
| LECOMTE VINCENT | DIRECTOR | — |
| DARRIGO PETER H | CHIEF FINANCIAL OFFICER | — |
| STEARNS TIMOTHY STEVEN | CHIEF COMPLIANCE OFFICER | — |