Aaron David Bauer

Aaron David Bauerage 38

Executive managing director, Envestnet Inc.

Fast Facts

  • Favorite city to visit is New York
  • Preferred nightcap is bourbon
  • Likes to watch Chicago sports teams: Bears, Bulls and Blackhawks

Aaron Bauer is always pushing himself for results, while keeping in perspective the way each decision he makes flows into the lives of customers and colleagues.

He’s been with Envestnet, which provides wealth management software to financial advisers, for about 14 years, joining just a few years after the Chicago-based company was founded in 1999. Now responsible for the “Advisor Suite,” he has an influential role in the growth of the firm and its relationship with wealth managers who are relying on technology for best practices.

A chief area of focus is making sure they’ll have the software they need to comply with Department of Labor’s new fiduciary regulation, he said, as advisers will need to begin the first phase of implementation next year. With this task, as well as others, he’ll go the extra mile to get the job done.

“I don’t want to be in a position where I think I could have done more if something doesn’t work out the way I wanted,” said Mr. Bauer, who works 50 hours to 70 hours a week and takes about 100 flights a year for business trips. “It’s not just about putting in the hours,” he said, but being both efficient and thorough to get results.

Mr. Bauer, who emerged as “The Victor” in the Fascination Advantage personality test, works with conviction but doesn’t lose sight of consensus-building. Being mindful of others is a quality engrained in his upbringing, which included trips to the hospital with his dad, a neurosurgeon, where he saw patients recovering and the work being done with compassion to improve their lives.

“Being thoughtful, to talk about the impact of a decision across co-workers in various departments,” these are essential to driving success, he said. “That tangled web can be complicated at times.”

– Christine Idzelis


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.