The board of directors of Envestnet has appointed William Crager as the company’s chief executive. Crager, the company’s former president, had been serving as interim CEO since the accidental death of Envestnet founder and CEO Jud Bergman in early October 2019.
In other changes, Envestnet appointed Stuart DePina, who has served as chief executive of Envestnet Data & Analytics since January 2019, as its president.
James Fox, a board member since 2015, was appointed the company’s chairman. And Charles Roame, a director since 2011 and managing partner of Tiburon Strategic Advisors, was named vice chairman.
[More: When Envestnet and Apple pivoted]
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
