董事介绍
注：董事持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| James Fox | 男 | Chairman of the Board and Director | 68 | 22.12万美元 | 未持股 | 2020-04-08 |
| Gregory Smith | 男 | Director | 56 | 23.01万美元 | 未持股 | 2020-04-08 |
| Luis Aguilar | 男 | Director | 66 | 19.82万美元 | 未持股 | 2020-04-08 |
| Valerie Mosley | 女 | Director | 60 | 8.22万美元 | 未持股 | 2020-04-08 |
| Ross Chapin | 男 | Director | 67 | 23.42万美元 | 未持股 | 2020-04-08 |
| William Crager | 男 | Chief Executive Officer and Director | 56 | 290.20万美元 | 未持股 | 2020-04-08 |
| Charles Roame | 男 | Director | 54 | 21.75万美元 | 未持股 | 2020-04-08 |
| Anil Arora | 男 | Director | 59 | 206.67万美元 | 未持股 | 2020-04-08 |
| Gayle Crowell | 女 | Director | 69 | 21.15万美元 | 未持股 | 2020-04-08 |
高管介绍
注：高管持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| Josh Mayer | 男 | Chief Operating Officer | 50 | 101.60万美元 | 未持股 | 2020-04-08 |
| Stuart DePina | 男 | Chief Executive of Envestnet Data & Analytics | 63 | 700.15万美元 | 未持股 | 2020-04-08 |
| William Crager | 男 | Chief Executive Officer and Director | 56 | 290.20万美元 | 未持股 | 2020-04-08 |
| Peter D'Arrigo | 男 | Chief Financial Officer | 57 | 174.41万美元 | 未持股 | 2020-04-08 |
| Scott Grinis | 男 | Chief Technology Officer | 63 | 107.99万美元 | 未持股 | 2020-04-08 |
| Shelly O'Brien | 女 | Chief Legal Officer, General Counsel and Corporate Secretary | 58 | 未披露 | 未持股 | 2020-04-08 |
| Brandon Thomas | 男 | Chief Investment Officer | 61 | 44.60万美元 | 未持股 | 2020-04-08 |
董事简历
中英对照 | 中文 | 英文- James Fox
-
James Fox， 他是我们公司的董事（2015年以来）。他曾担任FundQuest, Inc.的非执行主席（2010年9月以来），并于2011年12月公司收购时正式退任。此前，他曾担任总裁兼首席执行官（始于2005年10月）。他拥有30年以上的高级执行经验，任职于The BISYS Group, Inc.、First Data Corporation（始于1989年），目前任职于两个不同行业的董事会。他是kgb公司的董事兼审计委员会主席，以及Ultimus Fund Solutions，LLC的董事。他此前曾担任一些上市和私人公司的董事会成员。他曾参与宾夕法尼亚大学的沃顿商学院（the Wharton School of the University of Pennsylvania）的高级管理项目。他持有Suffolk University的财务工商管理硕士学位，以及the State University of New York的经济学学士学位。
James Fox has served as a member of our Board since 2015 and Chairman of the Board since March 2020. Mr. Fox most recently retired as Non-Executive Chairman of FundQuest, Inc., upon its acquisition by the Company, effective December 2011 after serving in that role since September 2010 and, prior to that, as President and Chief Executive Officer starting in October 2005. Mr. Fox has over 30 years of senior executive experience with The BISYS Group, Inc. and First Data Corporation starting in 1989. He serves as a director of of Madison CF UK Limited, Brinker Capital Holdings, Inc. and Ultimus Fund Solutions, LLC.Mr. Fox participated in the Advanced Management Program at the Wharton School of the University of Pennsylvania. He earned his MBA in Finance from Suffolk University and his undergraduate degree in economics from the State University of New York. - James Fox， 他是我们公司的董事（2015年以来）。他曾担任FundQuest, Inc.的非执行主席（2010年9月以来），并于2011年12月公司收购时正式退任。此前，他曾担任总裁兼首席执行官（始于2005年10月）。他拥有30年以上的高级执行经验，任职于The BISYS Group, Inc.、First Data Corporation（始于1989年），目前任职于两个不同行业的董事会。他是kgb公司的董事兼审计委员会主席，以及Ultimus Fund Solutions，LLC的董事。他此前曾担任一些上市和私人公司的董事会成员。他曾参与宾夕法尼亚大学的沃顿商学院（the Wharton School of the University of Pennsylvania）的高级管理项目。他持有Suffolk University的财务工商管理硕士学位，以及the State University of New York的经济学学士学位。
- James Fox has served as a member of our Board since 2015 and Chairman of the Board since March 2020. Mr. Fox most recently retired as Non-Executive Chairman of FundQuest, Inc., upon its acquisition by the Company, effective December 2011 after serving in that role since September 2010 and, prior to that, as President and Chief Executive Officer starting in October 2005. Mr. Fox has over 30 years of senior executive experience with The BISYS Group, Inc. and First Data Corporation starting in 1989. He serves as a director of of Madison CF UK Limited, Brinker Capital Holdings, Inc. and Ultimus Fund Solutions, LLC.Mr. Fox participated in the Advanced Management Program at the Wharton School of the University of Pennsylvania. He earned his MBA in Finance from Suffolk University and his undergraduate degree in economics from the State University of New York.
- Gregory Smith
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Gregory Smith， 他是我们公司的董事（2015年以来）。他目前是the University of Wisconsin_x001e_Milwaukee’s Lubar School of Business的驻企高管兼讲师，以及Barnett Management Advisors公司的管理合伙人。加入the University of Wisconsin Milwaukee之前，他曾担任the Marshall & Ilsley Corporation、M&I Bank的高级副总裁兼首席财务官（2006年至2011年公司出售给BMO Harris Bank）。加入Marshall & Ilsley公司之前，他曾拥有16年的华尔街投资银行的职业生涯，担任高级职务，包括担任董事总经理6年。他目前是the Church Mutual Insurance Company，以及其子公司（CM Vantage Specialty Insurance Company）的董事。他也是the University School of Milwaukee、the Milwaukee Symphony Orchestra的董事会成员。他曾担任the Milwaukee County Pension Fund的受托人（2014年至2015年）。他毕业于Princeton University、The University of Chicago Booth Graduate School of Business。最近，他获得美国企业董事联合会（ National Association of Corporate Directors）的董事会领导成员。
Gregory Smith has served as a member of our Board since 2015. Mr. Smith currently is an Executive‑in‑Residence and Lecturer at the University of Wisconsin‑Milwaukee’s Lubar School of Business. Prior to joining the University of Wisconsin‑Milwaukee, Mr. Smith served as Senior Vice President and Chief Financial Officer of the Marshall & Ilsley Corporation and M&I Bank from 2006 until the company’s sale to BMO Harris Bank in 2011. Prior to joining Marshall & Ilsley, Mr. Smith held progressively senior roles during a 16-year Wall Street investment banking career, including six years as a Managing Director. He is currently a Director and Vice Chairman of the Church Mutual Insurance Company and its subsidiary CM Vantage Specialty Insurance Company. He is also a board member of the University School of Milwaukee and the Milwaukee Symphony Orchestra. He served as a Trustee of the Milwaukee County Pension Fund in 2014 and 2015. Mr. Smith is an honors graduate of both Princeton University, where he received an undergraduate degree, and The University of Chicago where he received an MBA. More recently, he has been recognized as a Board Leadership Fellow by the National Association of Corporate Directors. - Gregory Smith， 他是我们公司的董事（2015年以来）。他目前是the University of Wisconsin_x001e_Milwaukee’s Lubar School of Business的驻企高管兼讲师，以及Barnett Management Advisors公司的管理合伙人。加入the University of Wisconsin Milwaukee之前，他曾担任the Marshall & Ilsley Corporation、M&I Bank的高级副总裁兼首席财务官（2006年至2011年公司出售给BMO Harris Bank）。加入Marshall & Ilsley公司之前，他曾拥有16年的华尔街投资银行的职业生涯，担任高级职务，包括担任董事总经理6年。他目前是the Church Mutual Insurance Company，以及其子公司（CM Vantage Specialty Insurance Company）的董事。他也是the University School of Milwaukee、the Milwaukee Symphony Orchestra的董事会成员。他曾担任the Milwaukee County Pension Fund的受托人（2014年至2015年）。他毕业于Princeton University、The University of Chicago Booth Graduate School of Business。最近，他获得美国企业董事联合会（ National Association of Corporate Directors）的董事会领导成员。
- Gregory Smith has served as a member of our Board since 2015. Mr. Smith currently is an Executive‑in‑Residence and Lecturer at the University of Wisconsin‑Milwaukee’s Lubar School of Business. Prior to joining the University of Wisconsin‑Milwaukee, Mr. Smith served as Senior Vice President and Chief Financial Officer of the Marshall & Ilsley Corporation and M&I Bank from 2006 until the company’s sale to BMO Harris Bank in 2011. Prior to joining Marshall & Ilsley, Mr. Smith held progressively senior roles during a 16-year Wall Street investment banking career, including six years as a Managing Director. He is currently a Director and Vice Chairman of the Church Mutual Insurance Company and its subsidiary CM Vantage Specialty Insurance Company. He is also a board member of the University School of Milwaukee and the Milwaukee Symphony Orchestra. He served as a Trustee of the Milwaukee County Pension Fund in 2014 and 2015. Mr. Smith is an honors graduate of both Princeton University, where he received an undergraduate degree, and The University of Chicago where he received an MBA. More recently, he has been recognized as a Board Leadership Fellow by the National Association of Corporate Directors.
- Luis Aguilar
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Luis Aguilar，他于2016年3月29日被任命为公司的董事会董事。他曾担任美国证券交易委员会（sec）的理事（从2008年7月到2015年12月）。被任命为美国证券交易委员会委员之前，他曾担任McKenna Long & Aldridge公司（后与Dentons US公司合并）的国际律师事务所的合伙人，专注于公司和证券法律。他此前曾担任Invesco公司的总法律顾问、合规主管、执行副总裁、公司秘书，负责Invesco Institutional的所有法律和合规事务。任职Invesco公司之前，他也曾担任董事总经理（1990年至1999年），以及Invesco公司的证券公司的总裁。他的职业生涯包括担任一些著名的国家律师事务所的合伙人，其中包括Alston & Bird LLP、Kilpatrick Townsend & Stockton LLP、 Powell Goldstein Frazer & Murphy LLP （后与Bryan Cave LLP合并）。他的法律职业生涯始于担任美国证券交易委员会（sec）的律师。
Luis Aguilar has served as a member of our Board since March 2016. Mr. Aguilar was a Commissioner at the U.S. Securities and Exchange Commission from July 2008 through December 2015. Prior to his appointment as an SEC Commissioner, Mr. Aguilar was a partner with the international law firm of McKenna Long & Aldridge, LLP subsequently merged with Dentons US LLP, specializing in corporate and securities law. Mr. Aguilar’s previous experience includes serving as the general counsel, head of compliance, Executive Vice President and Corporate Secretary of Invesco, Inc. with responsibility for all legal and compliance matters regarding Invesco Institutional. While at Invesco, he was also Managing Director for Latin America and president of one of Invesco’s broker-dealers. His career also includes tenure as a partner at several prominent national law firms: Alston & Bird LLP; Kilpatrick Townsend & Stockton LLP; and Powell Goldstein Frazer & Murphy LLP (subsequently merged with Bryan Cave LLP). He began his legal career as an attorney at the U.S. Securities and Exchange Commission.Mr. Aguilar represented the Commission as its liaison to both the North American Securities Administrators Association and to the Council of Securities Regulators of the Americas. He also served as the sponsor of the SEC’s first Investor Advisory Committee.Mr. Aguilar serves as a director of Donnelley Financial Solutions, Inc. He has been a Principal in Falcon Cyber Investments, an investment firm exclusively focused on cyber security investment, since January 2016.Mr. Aguilar is a graduate of the University of Georgia School of Law, and also received a master of laws degree in taxation from Emory University. He had earlier earned an undergraduate degree from Georgia Southern University. - Luis Aguilar，他于2016年3月29日被任命为公司的董事会董事。他曾担任美国证券交易委员会（sec）的理事（从2008年7月到2015年12月）。被任命为美国证券交易委员会委员之前，他曾担任McKenna Long & Aldridge公司（后与Dentons US公司合并）的国际律师事务所的合伙人，专注于公司和证券法律。他此前曾担任Invesco公司的总法律顾问、合规主管、执行副总裁、公司秘书，负责Invesco Institutional的所有法律和合规事务。任职Invesco公司之前，他也曾担任董事总经理（1990年至1999年），以及Invesco公司的证券公司的总裁。他的职业生涯包括担任一些著名的国家律师事务所的合伙人，其中包括Alston & Bird LLP、Kilpatrick Townsend & Stockton LLP、 Powell Goldstein Frazer & Murphy LLP （后与Bryan Cave LLP合并）。他的法律职业生涯始于担任美国证券交易委员会（sec）的律师。
- Luis Aguilar has served as a member of our Board since March 2016. Mr. Aguilar was a Commissioner at the U.S. Securities and Exchange Commission from July 2008 through December 2015. Prior to his appointment as an SEC Commissioner, Mr. Aguilar was a partner with the international law firm of McKenna Long & Aldridge, LLP subsequently merged with Dentons US LLP, specializing in corporate and securities law. Mr. Aguilar’s previous experience includes serving as the general counsel, head of compliance, Executive Vice President and Corporate Secretary of Invesco, Inc. with responsibility for all legal and compliance matters regarding Invesco Institutional. While at Invesco, he was also Managing Director for Latin America and president of one of Invesco’s broker-dealers. His career also includes tenure as a partner at several prominent national law firms: Alston & Bird LLP; Kilpatrick Townsend & Stockton LLP; and Powell Goldstein Frazer & Murphy LLP (subsequently merged with Bryan Cave LLP). He began his legal career as an attorney at the U.S. Securities and Exchange Commission.Mr. Aguilar represented the Commission as its liaison to both the North American Securities Administrators Association and to the Council of Securities Regulators of the Americas. He also served as the sponsor of the SEC’s first Investor Advisory Committee.Mr. Aguilar serves as a director of Donnelley Financial Solutions, Inc. He has been a Principal in Falcon Cyber Investments, an investment firm exclusively focused on cyber security investment, since January 2016.Mr. Aguilar is a graduate of the University of Georgia School of Law, and also received a master of laws degree in taxation from Emory University. He had earlier earned an undergraduate degree from Georgia Southern University.
- Valerie Mosley
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Valerie Mosley自2020年9月起担任我们的董事会成员，是Upside Wealth的创始人兼首席执行官，Upside Wealth是一家财富技术平台，帮助辛勤工作的美国人增长净资产。Mosley女士为通过Valmo Ventures为投资者和社会增加价值的公司提供建议和投资。Mosley女士自2012年以来一直在Upstream Wealth任职。此前，从1992年1月到2012年6月，莫斯利女士曾在惠灵顿管理公司（Wellington Management Company，LLP&；8220；Wellington Management&；8221；）担任多个职位，包括高级副总裁，合伙人、投资组合经理和投资策略师。在惠灵顿管理公司（Wellington Management）的20年任期内，她直接为客户管理数十亿美元，也曾担任公司的行业战略组主席，负责从长远角度识别逆风和顺风对行业的影响。Mosley女士在大通曼哈顿银行（Chase Manhattan Bank）开始她的职业生涯，在那里她是金融机构的商业信贷官。她也曾任职Kidder Peabody公司，以及P.G.Corbin Asset Management公司，担任其首席投资官，随后任职Wellington Management公司。莫斯利目前在伊顿万斯共同基金家族的董事会任职，她是该家族治理委员会的主席，也是抵押房地产投资信托基金DynexCapital，Inc.（纽约证券交易所代码:DX）投资委员会和审计委员会的成员，她是在线市场公司Groupon，Inc.（Nasdaq:GRPN）提名委员会和投资委员会的成员，也是财富管理服务和技术公司Envestnet，Inc.（纽约证券交易所代码:ENV）提名委员会的成员，她是提名和治理委员会、合规和信息安全委员会、Progress Investment Management Company（私人持有的基金）的成员。Mosley女士还担任纽约州共同退休基金投资咨询委员会和阿联酋退休人员医疗福利信托基金投资风险咨询委员会的成员。此外，她也任职于慈善风险公司New Profit的董事会，是the American Red Cross of Massachusetts Bay Tiffany Circle Society of Women Leaders的创始成员。Mosley女士拥有杜克大学（Duke University）历史学学士学位和宾夕法尼亚大学沃顿商学院（Wharton School of Business at the University of Pennsylvania）工商管理硕士学位，主修金融。
Valerie Mosley has served on our Board since September 2020 and is the founder and Chief Executive Officer of Upward Wealth, a wealth-tech platform that helps hardworking Americans grow their net worth. Ms. Mosley advises and invests in companies that add value to investors and society through Valmo Ventures. Ms. Mosley has been with Upward Wealth since 2012. Previously, from January 1992 until June 2012 Ms. Mosley served in multiple roles at Wellington Management Company, LLP “Wellington Management”, a trillion-dollar global money management firm, including as Senior Vice President, Partner, Portfolio Manager and Investment Strategist. During her 20-year tenure at Wellington Management, she directly managed billions of dollars for clients and also chaired the firm’s Industry Strategy Group, charged with taking a long-term perspective to identify headwinds and tailwinds impacting industries. Ms. Mosley began her career at Chase Manhattan Bank, where she was a Commercial Lending Officer for financial institutions. She also worked in institutional corporate bond sales at Kidder Peabody and at P.G. Corbin Asset Management as its Chief Investment Officer before moving on to Wellington Management. Ms. Mosley currently serves on the Board of Directors of Eaton Vance’s family of mutual funds, where she is chair of the governance committee and a member of the investment committee and audit committee, Dynex Capital, Inc. (NYSE: DX), a mortgage REIT, where she is a member of the nominating committee and investment committee, Groupon, Inc. (Nasdaq: GRPN), an online marketplace company, where she is a member of the nominating committee, Envestnet, Inc. (NYSE: ENV), a wealth management services and technology company, where she is a member of the nominating and governance committee and compliance and information security committee and Progress Investment Management Company, a privately held Fund of Funds. Ms. Mosley also serves on New York State’s Common Retirement Pension Fund Investment Advisory Committee and the UAE Retiree Medical Benefits Trust’s Investment Risk Advisory Committee. In addition, she also serves on the Board of New Profit, a philanthropic venture firm, and is a founding member of the American Red Cross of Massachusetts Bay Tiffany Circle Society of Women Leaders. Ms. Mosley holds a B.A. in History from Duke University and a M.B.A. from the Wharton School of Business at the University of Pennsylvania, with a specialty in finance. - Valerie Mosley自2020年9月起担任我们的董事会成员，是Upside Wealth的创始人兼首席执行官，Upside Wealth是一家财富技术平台，帮助辛勤工作的美国人增长净资产。Mosley女士为通过Valmo Ventures为投资者和社会增加价值的公司提供建议和投资。Mosley女士自2012年以来一直在Upstream Wealth任职。此前，从1992年1月到2012年6月，莫斯利女士曾在惠灵顿管理公司（Wellington Management Company，LLP&；8220；Wellington Management&；8221；）担任多个职位，包括高级副总裁，合伙人、投资组合经理和投资策略师。在惠灵顿管理公司（Wellington Management）的20年任期内，她直接为客户管理数十亿美元，也曾担任公司的行业战略组主席，负责从长远角度识别逆风和顺风对行业的影响。Mosley女士在大通曼哈顿银行（Chase Manhattan Bank）开始她的职业生涯，在那里她是金融机构的商业信贷官。她也曾任职Kidder Peabody公司，以及P.G.Corbin Asset Management公司，担任其首席投资官，随后任职Wellington Management公司。莫斯利目前在伊顿万斯共同基金家族的董事会任职，她是该家族治理委员会的主席，也是抵押房地产投资信托基金DynexCapital，Inc.（纽约证券交易所代码:DX）投资委员会和审计委员会的成员，她是在线市场公司Groupon，Inc.（Nasdaq:GRPN）提名委员会和投资委员会的成员，也是财富管理服务和技术公司Envestnet，Inc.（纽约证券交易所代码:ENV）提名委员会的成员，她是提名和治理委员会、合规和信息安全委员会、Progress Investment Management Company（私人持有的基金）的成员。Mosley女士还担任纽约州共同退休基金投资咨询委员会和阿联酋退休人员医疗福利信托基金投资风险咨询委员会的成员。此外，她也任职于慈善风险公司New Profit的董事会，是the American Red Cross of Massachusetts Bay Tiffany Circle Society of Women Leaders的创始成员。Mosley女士拥有杜克大学（Duke University）历史学学士学位和宾夕法尼亚大学沃顿商学院（Wharton School of Business at the University of Pennsylvania）工商管理硕士学位，主修金融。
- Valerie Mosley has served on our Board since September 2020 and is the founder and Chief Executive Officer of Upward Wealth, a wealth-tech platform that helps hardworking Americans grow their net worth. Ms. Mosley advises and invests in companies that add value to investors and society through Valmo Ventures. Ms. Mosley has been with Upward Wealth since 2012. Previously, from January 1992 until June 2012 Ms. Mosley served in multiple roles at Wellington Management Company, LLP “Wellington Management”, a trillion-dollar global money management firm, including as Senior Vice President, Partner, Portfolio Manager and Investment Strategist. During her 20-year tenure at Wellington Management, she directly managed billions of dollars for clients and also chaired the firm’s Industry Strategy Group, charged with taking a long-term perspective to identify headwinds and tailwinds impacting industries. Ms. Mosley began her career at Chase Manhattan Bank, where she was a Commercial Lending Officer for financial institutions. She also worked in institutional corporate bond sales at Kidder Peabody and at P.G. Corbin Asset Management as its Chief Investment Officer before moving on to Wellington Management. Ms. Mosley currently serves on the Board of Directors of Eaton Vance’s family of mutual funds, where she is chair of the governance committee and a member of the investment committee and audit committee, Dynex Capital, Inc. (NYSE: DX), a mortgage REIT, where she is a member of the nominating committee and investment committee, Groupon, Inc. (Nasdaq: GRPN), an online marketplace company, where she is a member of the nominating committee, Envestnet, Inc. (NYSE: ENV), a wealth management services and technology company, where she is a member of the nominating and governance committee and compliance and information security committee and Progress Investment Management Company, a privately held Fund of Funds. Ms. Mosley also serves on New York State’s Common Retirement Pension Fund Investment Advisory Committee and the UAE Retiree Medical Benefits Trust’s Investment Risk Advisory Committee. In addition, she also serves on the Board of New Profit, a philanthropic venture firm, and is a founding member of the American Red Cross of Massachusetts Bay Tiffany Circle Society of Women Leaders. Ms. Mosley holds a B.A. in History from Duke University and a M.B.A. from the Wharton School of Business at the University of Pennsylvania, with a specialty in finance.
- Ross Chapin
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Ross Chapin，于2001年担任Envestnet, Inc.公司董事。他于2005年10月以高级行政官身份加入Parametric Portfolio Associates LLC公司，并成为该公司董事总经理，该公司提供结构化投资组合管理。在加入Parametric公司之前，他在1998年联合创立私募股权公司Orca Bay Partners。他在哥伦比亚大学（Columbia University）获得金融和会计专业MBA，在丹尼森大学（Denison University）获得学士学位。
Ross Chapin has served as a member of our Board since 2001. In October 2018 Mr. Chapin retired as a Managing Director of Parametric Portfolio Associates LLC, a provider of structured portfolio management, which he joined as a senior executive in October 2005. Prior to Parametric, Mr. Chapin co‑founded Orca Bay Partners, a private equity firm, in 1998. Mr. Chapin received an MBA from Columbia University in finance and accounting, and has an undergraduate degree from Denison University. - Ross Chapin，于2001年担任Envestnet, Inc.公司董事。他于2005年10月以高级行政官身份加入Parametric Portfolio Associates LLC公司，并成为该公司董事总经理，该公司提供结构化投资组合管理。在加入Parametric公司之前，他在1998年联合创立私募股权公司Orca Bay Partners。他在哥伦比亚大学（Columbia University）获得金融和会计专业MBA，在丹尼森大学（Denison University）获得学士学位。
- Ross Chapin has served as a member of our Board since 2001. In October 2018 Mr. Chapin retired as a Managing Director of Parametric Portfolio Associates LLC, a provider of structured portfolio management, which he joined as a senior executive in October 2005. Prior to Parametric, Mr. Chapin co‑founded Orca Bay Partners, a private equity firm, in 1998. Mr. Chapin received an MBA from Columbia University in finance and accounting, and has an undergraduate degree from Denison University.
- William Crager
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William Crager，于2002年担任Envestnet, Inc.公司总裁。加入Envestnet, Inc.之前，他担任与Nuveen关系密切的投资管理公司Rittenhouse Financial Services, Inc.的市场营销和客户服务董事总经理。他在波士顿大学（Boston University）获得经济学和英语双硕士学位，在费尔菲尔德大学（Fairfield University）获得经济学和英语双学士学位。
William Crager serves as our Chief Executive Officer. Previously, Mr. Crager served as our Interim Chief Executive Officer between October 2019 and March 2020 Chief Executive of Envestnet Wealth Solutions since January 2019 and President of Envestnet since 2002. Prior to joining us, Mr. Crager served as Managing Director of Marketing and Client Services at Rittenhouse Financial Services, Inc., an investment management firm affiliated with Nuveen Investments. Mr. Crager received an MA from Boston University and a BA from Fairfield University, with a dual major in economics and English. - William Crager，于2002年担任Envestnet, Inc.公司总裁。加入Envestnet, Inc.之前，他担任与Nuveen关系密切的投资管理公司Rittenhouse Financial Services, Inc.的市场营销和客户服务董事总经理。他在波士顿大学（Boston University）获得经济学和英语双硕士学位，在费尔菲尔德大学（Fairfield University）获得经济学和英语双学士学位。
- William Crager serves as our Chief Executive Officer. Previously, Mr. Crager served as our Interim Chief Executive Officer between October 2019 and March 2020 Chief Executive of Envestnet Wealth Solutions since January 2019 and President of Envestnet since 2002. Prior to joining us, Mr. Crager served as Managing Director of Marketing and Client Services at Rittenhouse Financial Services, Inc., an investment management firm affiliated with Nuveen Investments. Mr. Crager received an MA from Boston University and a BA from Fairfield University, with a dual major in economics and English.
- Charles Roame
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Charles Roame，自2011年担任Envestnet, Inc.公司董事。他自1998年担任Tiburon Strategic Advisors公司任事股东，该公司主要为金融服务公司提供科研、策略顾问及其他有关服务。他之前在多个公共、私人和初始阶段投资公司担任董事会成员。他在密歇根大学（University of Michigan）获得MBA，在密歇根州立大学（Michigan State University）获得学士学位。
Charles Roame has served as a member of our Board since 2011 and Vice Chairman of the Board since March 2020. Mr. Roame is a private investor and advisor to dozens of worldwide CEOs in the financial services and fintech markets. Mr. Roame also serves as a board member at Edelman Financial Engines and the related affiliates of Hellman & Friedman, which own the majority of Edelman Financial Engines, as a board member of FacetWealth and as a trustee for the SA Funds where he chairs the Nominating & Governance Committee and serves on the Audit Committee. Mr. Roame has also served as the Managing Partner of Tiburon Strategic Advisors, LLC, a provider of research, strategy consulting, and other related services primarily to financial services firms, and the Tiburon Partners Fund, since 1998. Tiburon has published over 2400 industry research papers, served hundreds of financial services companies and hosts the semi-annual Tiburon CEO Summits. Mr. Roame received his MBA from the University of Michigan and an undergraduate degree from Michigan State University. - Charles Roame，自2011年担任Envestnet, Inc.公司董事。他自1998年担任Tiburon Strategic Advisors公司任事股东，该公司主要为金融服务公司提供科研、策略顾问及其他有关服务。他之前在多个公共、私人和初始阶段投资公司担任董事会成员。他在密歇根大学（University of Michigan）获得MBA，在密歇根州立大学（Michigan State University）获得学士学位。
- Charles Roame has served as a member of our Board since 2011 and Vice Chairman of the Board since March 2020. Mr. Roame is a private investor and advisor to dozens of worldwide CEOs in the financial services and fintech markets. Mr. Roame also serves as a board member at Edelman Financial Engines and the related affiliates of Hellman & Friedman, which own the majority of Edelman Financial Engines, as a board member of FacetWealth and as a trustee for the SA Funds where he chairs the Nominating & Governance Committee and serves on the Audit Committee. Mr. Roame has also served as the Managing Partner of Tiburon Strategic Advisors, LLC, a provider of research, strategy consulting, and other related services primarily to financial services firms, and the Tiburon Partners Fund, since 1998. Tiburon has published over 2400 industry research papers, served hundreds of financial services companies and hosts the semi-annual Tiburon CEO Summits. Mr. Roame received his MBA from the University of Michigan and an undergraduate degree from Michigan State University.
- Anil Arora
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Anil Arora，Ping Identity Holding Corp.，2022 年至今。ON24 Inc.，2022 年至今。Envestnet, Inc. Envestnet，2015 年至 2021 年。Yodlee, Inc.（担任主席），2014 年 3 月至 2015 年 11 月。上市公司经验； 前 C-Suite 高管：从初创阶段到其 IPO 和随后被 Envestnet 收购，以及随后担任 Envestnet 副董事长和 Envestnet 首席执行官的 Yodlee, Inc. 总裁兼首席执行官的丰富领导能力和见解| Yodlee.Technology 专长：在技术领域拥有丰富的经验，在消费者、互联网和技术领域的交汇处开展业务。并购经验：带领 Yodlee 经历从初创到最终收购的成长。
Anil Arora,The TIFIN Group (2020 to present),President, Wealth;Envestnet Yodlee (2015 to 2019),Chief Executive Officer;Yodlee, Inc. (2000 to 2015),Chief Executive Officer;Gateway, Inc.The Pillsbury Company,Kraft Foods Group,Various management roles. - Anil Arora，Ping Identity Holding Corp.，2022 年至今。ON24 Inc.，2022 年至今。Envestnet, Inc. Envestnet，2015 年至 2021 年。Yodlee, Inc.（担任主席），2014 年 3 月至 2015 年 11 月。上市公司经验； 前 C-Suite 高管：从初创阶段到其 IPO 和随后被 Envestnet 收购，以及随后担任 Envestnet 副董事长和 Envestnet 首席执行官的 Yodlee, Inc. 总裁兼首席执行官的丰富领导能力和见解| Yodlee.Technology 专长：在技术领域拥有丰富的经验，在消费者、互联网和技术领域的交汇处开展业务。并购经验：带领 Yodlee 经历从初创到最终收购的成长。
- Anil Arora,The TIFIN Group (2020 to present),President, Wealth;Envestnet Yodlee (2015 to 2019),Chief Executive Officer;Yodlee, Inc. (2000 to 2015),Chief Executive Officer;Gateway, Inc.The Pillsbury Company,Kraft Foods Group,Various management roles.
- Gayle Crowell
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Gayle Crowell，2014年3月起，她担任我公司首席独立董事；2002年7月起，担任我公司董事会成员。2001年6月起，她担任 私募股权公司Warburg Pincus LLC的运营商业顾问。2000年1月至2001年6月，她担任Epiphany, Inc.的总裁， 该公司是消费关系管理软件开发商，于2005年9月被SSA Global Technologies, Inc.收购。1998年1月至2000年1月，她担任RightPoint Corporation的首席执行官和主席，该公司是实时个性化软件公司，于2000年1月被Epiphany, Inc.收购。她目前是运输与物流服务供应商Coyote Logistics LLC、设备维护软件供应商Dude Solutions Inc.的董事会成员。她在里诺内华达大学（University of Nevada）获得教育学学士学位。
Gayle Crowell, has served as a member of our board of directors since December 2019. Ms. Crowell serves as a member of the board of directors of Envestnet, Inc., a role she has held since March 2016. Prior to that she served as lead independent director of Yodlee, Inc. from March 2014 and as a member of the Yodlee, Inc. board of directors from July 2002 until November 19 2015 when Yodlee, Inc. was acquired by Envestnet. Ms. Crowell served as an operational business consultant for Warburg Pincus LLC, a private equity firm, from June 2001 to January 2019. From January 2000 to June 2001 Ms. Crowell served as president of Epiphany, Inc., a developer of customer relationship management software which was acquired by SSA Global Technologies, Inc. in September 2005. Ms. Crowell also currently serves on the board of directors of Hercules Technology Growth Capital since February 4 2019 GTreasury, a treasury and risk management platform provider, since April 14 2021 and ResMan, a property management SaaS platform provider, since August 2020. Ms. Crowell has extensive director experience as a public and private board member, having served as a chairperson, lead director or independent director for over twenty five public and private corporations driving value creation at the highest level for customers, employees and shareholders alike. Ms. Crowell is also currently the chair of the compensation committee for Hercules Technology Growth Capital, the compliance and info security committee for Envestnet and our own nominating and governance committee. Ms. Crowell also serves on our audit committee and on the compensation and nominating and governance committee at Envestnet. Ms. Crowell received an undergraduate degree in education from the University of Nevada at Reno. - Gayle Crowell，2014年3月起，她担任我公司首席独立董事；2002年7月起，担任我公司董事会成员。2001年6月起，她担任 私募股权公司Warburg Pincus LLC的运营商业顾问。2000年1月至2001年6月，她担任Epiphany, Inc.的总裁， 该公司是消费关系管理软件开发商，于2005年9月被SSA Global Technologies, Inc.收购。1998年1月至2000年1月，她担任RightPoint Corporation的首席执行官和主席，该公司是实时个性化软件公司，于2000年1月被Epiphany, Inc.收购。她目前是运输与物流服务供应商Coyote Logistics LLC、设备维护软件供应商Dude Solutions Inc.的董事会成员。她在里诺内华达大学（University of Nevada）获得教育学学士学位。
- Gayle Crowell, has served as a member of our board of directors since December 2019. Ms. Crowell serves as a member of the board of directors of Envestnet, Inc., a role she has held since March 2016. Prior to that she served as lead independent director of Yodlee, Inc. from March 2014 and as a member of the Yodlee, Inc. board of directors from July 2002 until November 19 2015 when Yodlee, Inc. was acquired by Envestnet. Ms. Crowell served as an operational business consultant for Warburg Pincus LLC, a private equity firm, from June 2001 to January 2019. From January 2000 to June 2001 Ms. Crowell served as president of Epiphany, Inc., a developer of customer relationship management software which was acquired by SSA Global Technologies, Inc. in September 2005. Ms. Crowell also currently serves on the board of directors of Hercules Technology Growth Capital since February 4 2019 GTreasury, a treasury and risk management platform provider, since April 14 2021 and ResMan, a property management SaaS platform provider, since August 2020. Ms. Crowell has extensive director experience as a public and private board member, having served as a chairperson, lead director or independent director for over twenty five public and private corporations driving value creation at the highest level for customers, employees and shareholders alike. Ms. Crowell is also currently the chair of the compensation committee for Hercules Technology Growth Capital, the compliance and info security committee for Envestnet and our own nominating and governance committee. Ms. Crowell also serves on our audit committee and on the compensation and nominating and governance committee at Envestnet. Ms. Crowell received an undergraduate degree in education from the University of Nevada at Reno.
高管简历
中英对照 | 中文 | 英文- Josh Mayer
Josh Mayer在2014年4月被任命为首席运营官。先前（2011年1月-2014年4月）他担任Envestnet的执行副总裁和运营董事，2004-2014年4月他担任运营董事，2004-2011年1月他担任运营负责人，Envestnet高级副总裁。2000-2004年他在Oberon Financial Technology（2004年被Envestnet收购）担任运营董事。他拥有乔治城大学（Georgetown University）艺术与科学学士学位。
Josh Mayer was appointed Chief Operating Officer in April 2014. Previously, he served as Envestnet's Executive Vice President and Director of Operations from January 2011 to April 2014 and as Envestnet's Senior Vice President, Head of Operations from 2004 to January 2011. From 2000 to 2004 Mr. Mayer served as the Director of Operations for Oberon Financial Technology, Inc., our subsidiary, prior to its acquisition by us. Mr. Mayer holds a Bachelor of Arts and Sciences from Georgetown University.- Josh Mayer在2014年4月被任命为首席运营官。先前（2011年1月-2014年4月）他担任Envestnet的执行副总裁和运营董事，2004-2014年4月他担任运营董事，2004-2011年1月他担任运营负责人，Envestnet高级副总裁。2000-2004年他在Oberon Financial Technology（2004年被Envestnet收购）担任运营董事。他拥有乔治城大学（Georgetown University）艺术与科学学士学位。
- Josh Mayer was appointed Chief Operating Officer in April 2014. Previously, he served as Envestnet's Executive Vice President and Director of Operations from January 2011 to April 2014 and as Envestnet's Senior Vice President, Head of Operations from 2004 to January 2011. From 2000 to 2004 Mr. Mayer served as the Director of Operations for Oberon Financial Technology, Inc., our subsidiary, prior to its acquisition by us. Mr. Mayer holds a Bachelor of Arts and Sciences from Georgetown University.
- Stuart DePina
Stuart DePina自2019年2月起担任Envestnet Data&Analytics首席执行官。在此之前，他是Envestnet|Tamarac的总裁。在加入Tamarac之前，DePina先生曾担任多个首席执行官职位，并担任毕马威会计师事务所（KPMG LLP）在投资服务和娱乐行业的合伙人。DePina先生拥有德克萨斯大学奥斯汀分校（University of Texas at Austin）会计学士学位。
Stuart DePina has served as Chief Executive of Envestnet Data & Analytics since February 2019. Prior to then, he was President of Envestnet | Tamarac. Prior to joining Tamarac, Mr. DePina served in various Chief Executive positions and served as a Partner of KPMG LLP in the investment services and entertainment industries. Mr. DePina holds a BS in accounting from The University of Texas at Austin.- Stuart DePina自2019年2月起担任Envestnet Data&Analytics首席执行官。在此之前，他是Envestnet|Tamarac的总裁。在加入Tamarac之前，DePina先生曾担任多个首席执行官职位，并担任毕马威会计师事务所（KPMG LLP）在投资服务和娱乐行业的合伙人。DePina先生拥有德克萨斯大学奥斯汀分校（University of Texas at Austin）会计学士学位。
- Stuart DePina has served as Chief Executive of Envestnet Data & Analytics since February 2019. Prior to then, he was President of Envestnet | Tamarac. Prior to joining Tamarac, Mr. DePina served in various Chief Executive positions and served as a Partner of KPMG LLP in the investment services and entertainment industries. Mr. DePina holds a BS in accounting from The University of Texas at Austin.
- William Crager
William Crager，于2002年担任Envestnet, Inc.公司总裁。加入Envestnet, Inc.之前，他担任与Nuveen关系密切的投资管理公司Rittenhouse Financial Services, Inc.的市场营销和客户服务董事总经理。他在波士顿大学（Boston University）获得经济学和英语双硕士学位，在费尔菲尔德大学（Fairfield University）获得经济学和英语双学士学位。
William Crager serves as our Chief Executive Officer. Previously, Mr. Crager served as our Interim Chief Executive Officer between October 2019 and March 2020 Chief Executive of Envestnet Wealth Solutions since January 2019 and President of Envestnet since 2002. Prior to joining us, Mr. Crager served as Managing Director of Marketing and Client Services at Rittenhouse Financial Services, Inc., an investment management firm affiliated with Nuveen Investments. Mr. Crager received an MA from Boston University and a BA from Fairfield University, with a dual major in economics and English.- William Crager，于2002年担任Envestnet, Inc.公司总裁。加入Envestnet, Inc.之前，他担任与Nuveen关系密切的投资管理公司Rittenhouse Financial Services, Inc.的市场营销和客户服务董事总经理。他在波士顿大学（Boston University）获得经济学和英语双硕士学位，在费尔菲尔德大学（Fairfield University）获得经济学和英语双学士学位。
- William Crager serves as our Chief Executive Officer. Previously, Mr. Crager served as our Interim Chief Executive Officer between October 2019 and March 2020 Chief Executive of Envestnet Wealth Solutions since January 2019 and President of Envestnet since 2002. Prior to joining us, Mr. Crager served as Managing Director of Marketing and Client Services at Rittenhouse Financial Services, Inc., an investment management firm affiliated with Nuveen Investments. Mr. Crager received an MA from Boston University and a BA from Fairfield University, with a dual major in economics and English.
- Peter D'Arrigo
Peter D'Arrigo，于2008年担任Envestnet, Inc.公司首席财务官。加入Envestnet, Inc.公司之前，他于1999年在Nuveen公司担任财务主管，并在1990年加入多个公司之后在其中任职。他在西北大学凯洛洛管理研究生院（Northwestern University Kellogg Graduate School of Management）获得MBA，在耶鲁大学（Yale University）应用数学专业学士学位。
Peter D'Arrigo has served as Envestnet, Inc. Chief Financial Officer since 2008. Prior to joining Envestnet, Inc., Mr. D'Arrigo worked at Nuveen where he served as Treasurer since 1999 as well as holding a variety of other titles after joining them in 1990. Mr. D'Arrigo received an MBA from the Northwestern University Kellogg Graduate School of Management and an undergraduate degree in applied mathematics from Yale University.- Peter D'Arrigo，于2008年担任Envestnet, Inc.公司首席财务官。加入Envestnet, Inc.公司之前，他于1999年在Nuveen公司担任财务主管，并在1990年加入多个公司之后在其中任职。他在西北大学凯洛洛管理研究生院（Northwestern University Kellogg Graduate School of Management）获得MBA，在耶鲁大学（Yale University）应用数学专业学士学位。
- Peter D'Arrigo has served as Envestnet, Inc. Chief Financial Officer since 2008. Prior to joining Envestnet, Inc., Mr. D'Arrigo worked at Nuveen where he served as Treasurer since 1999 as well as holding a variety of other titles after joining them in 1990. Mr. D'Arrigo received an MBA from the Northwestern University Kellogg Graduate School of Management and an undergraduate degree in applied mathematics from Yale University.
- Scott Grinis
Scott Grinis，于2004年担任Envestnet, Inc.公司首席技术官。加入Envestnet, Inc.公司之前，他联合创立了Oberon Financial Technology, Inc.，该公司在被Envestnet, Inc.公司收购之前是其子公司。他在斯坦福大学（Stanford University）获得电子工程学士学位和硕士学位。
Scott Grinis has served as Chief Technology Officer since 2004. Prior to joining us, Mr. Grinis co-founded Oberon Financial Technology, Inc., our subsidiary, prior to its acquisition by us. Mr. Grinis received a BS and an MS degree in electrical engineering from Stanford University.- Scott Grinis，于2004年担任Envestnet, Inc.公司首席技术官。加入Envestnet, Inc.公司之前，他联合创立了Oberon Financial Technology, Inc.，该公司在被Envestnet, Inc.公司收购之前是其子公司。他在斯坦福大学（Stanford University）获得电子工程学士学位和硕士学位。
- Scott Grinis has served as Chief Technology Officer since 2004. Prior to joining us, Mr. Grinis co-founded Oberon Financial Technology, Inc., our subsidiary, prior to its acquisition by us. Mr. Grinis received a BS and an MS degree in electrical engineering from Stanford University.
- Shelly O'Brien
Shelly O'Brien，自2002年担任Envestnet, Inc.公司首席法务官、法律总顾问和公司秘书。加入Envestnet, Inc.之前，她担任经纪自营商、期货经纪商ING U.S. Securities, Futures & Options Inc.公司的法律总顾问、法务和合规主管。她在西北大学（Northwest University）获得政治学学士学位，在哈姆林大学（Hamline University）法学院获得法学博士学位，在约翰马歇尔法学院（John Marshall Law School）获得税务学法学硕士。
Shelly O'Brien has served as Envestnet, Inc. Chief Legal Officer, General Counsel and Corporate Secretary since 2002. Prior to joining Envestnet, Inc., Ms. O'Brien was General Counsel and Director of Legal and Compliance for ING U.S. Securities, Futures & Options Inc., a broker-dealer, and futures commission merchant. Ms. O'Brien received a degree in political science from Northwestern University, a JD from Hamline University School of Law, and an LLM in taxation from John Marshall Law School.- Shelly O'Brien，自2002年担任Envestnet, Inc.公司首席法务官、法律总顾问和公司秘书。加入Envestnet, Inc.之前，她担任经纪自营商、期货经纪商ING U.S. Securities, Futures & Options Inc.公司的法律总顾问、法务和合规主管。她在西北大学（Northwest University）获得政治学学士学位，在哈姆林大学（Hamline University）法学院获得法学博士学位，在约翰马歇尔法学院（John Marshall Law School）获得税务学法学硕士。
- Shelly O'Brien has served as Envestnet, Inc. Chief Legal Officer, General Counsel and Corporate Secretary since 2002. Prior to joining Envestnet, Inc., Ms. O'Brien was General Counsel and Director of Legal and Compliance for ING U.S. Securities, Futures & Options Inc., a broker-dealer, and futures commission merchant. Ms. O'Brien received a degree in political science from Northwestern University, a JD from Hamline University School of Law, and an LLM in taxation from John Marshall Law School.
- Brandon Thomas
Brandon Thomas，是Envestnet, Inc.公司的创立者之一，他自1999年担任Portfolio Management Consultants——Envestnet, Inc.公司内部投资管理及投资咨询公司——的首席投资官和董事总经理。在加入我们之前，他Equity Funds for Nuveen公司董事。他在芝加哥大学（University of Chicago）获得MBA，在德保罗大学（DePaul University）法学博士学位，在布朗大学（Brown University）本科毕业。
Brandon Thomas is a co-founder and has served as Chief Investment Officer and Managing Director of Portfolio Management Consultants, our internal investment management and portfolio consulting group, since 1999. Prior to joining us, Mr. Thomas was Director of Equity Funds for Nuveen. Mr. Thomas received an MBA from the University of Chicago, a JD from DePaul University and is a graduate of Brown University.- Brandon Thomas，是Envestnet, Inc.公司的创立者之一，他自1999年担任Portfolio Management Consultants——Envestnet, Inc.公司内部投资管理及投资咨询公司——的首席投资官和董事总经理。在加入我们之前，他Equity Funds for Nuveen公司董事。他在芝加哥大学（University of Chicago）获得MBA，在德保罗大学（DePaul University）法学博士学位，在布朗大学（Brown University）本科毕业。
- Brandon Thomas is a co-founder and has served as Chief Investment Officer and Managing Director of Portfolio Management Consultants, our internal investment management and portfolio consulting group, since 1999. Prior to joining us, Mr. Thomas was Director of Equity Funds for Nuveen. Mr. Thomas received an MBA from the University of Chicago, a JD from DePaul University and is a graduate of Brown University.