ENVESTNET RETIREMENT SOLUTIONS, LLC of BERWYN, PA is an SEC-registered investment adviser (CRD 171570). Regulatory assets under management: $16.3B.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pooled vehicles, Pensions, Charities, Investment cos, Other.
Showing 25 of 29 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-CHIEF INVESTMENT OFFICER | — |
| Christopher Russell Todd | CHIEF EXECUTIVE OFFICER | — |
| Kathryn Michele Evans | CHIEF OPERATIONS OFFICER | — |
| Debra Jane Devoe | CHIEF COMPLIANCE OFFICER; SVP/CHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR | — |
| Erik Robert Preus | PRESIDENT | — |
| Denise Marie Diana | PRINCIPAL DIRECTOR | — |
| Joshua B Warren | CHIEF FINANCIAL OFFICER | — |
| Thomas Michael Sipp | EVP, ENVESTNET BUSINESS LINES | — |
| SIPP THOMAS MICHAEL | EVP, ENVESTNET BUSINESS LINES | — |
| FOX JAMES LAWRENCE | INTERIM CHIEF EXECUTIVE OFFICER | — |
| DARRIGO PETER H | CHIEF FINANCIAL OFFICER | — |
| THOMAS BRANDON ROCKWELL | CO-CIO; CO-CIO/MANAGING DIRECTOR | — |
| CRAGER WILLIAM C | CEO | — |
| MAYER STEPHEN DAVID | CHIEF OPERATING OFFICER | — |
| O'BRIEN SHELLY S | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | — |
| PREUS ERIK ROBERT | PRESIDENT | — |
| BERNSTEIN JEFFREY J | CHIEF INVESTMENT STRATEGIST | — |
| DEVOE DEBRA JANE | CCO; CHIEF COMPLIANCE OFFICER; SVP/CHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR | — |
| WALLACE MATTHEW BRADLEY | CHIEF COMPLIANCE OFFICER | — |
| SIVADASAN BABU | GROUP PRESIDENT | — |
| PATRICK JAMES KNOX | PRESIDENT | — |
| D'AURIA DANA MARIE | CO-CHIEF INVESTMENT OFFICER | — |