Envestnet CEO and leadership

As a co-founder and Chief Executive Officer of Envestnet, Bill Crager drives the development of our innovative financial wellness solutions and is responsible for the market growth of its comprehensive wealth management platform, which supports over 3,500 financial enterprises and more than 99,000 financial advisors, who collectively manage over $3.3T in assets.

Most recently, Crager served as the President of Envestnet and helped to lead the firm’s platform, product and marketing strategy, as well as the company’s relationship engagements. Along with Envestnet Chairman and CEO Jud Bergman, he has been a driving force behind a firm that has become the leading managed solutions service provider in terms of total platform assets and number of financial advisors served. Crager and the team at Envestnet were first in the managed solutions industry to think more globally about how to streamline an independent advisor’s practice by offering a broad range of fee-based products side-by-side through an easily accessed, open-architecture portal. He was also named the 2015 Industry Pioneer by the Money Management Institute, the organization’s highest honor.

Before joining Envestnet, Crager served as a Managing Director at Rittenhouse Financial Services. There, he developed a widely recognized initiative that integrated value-added investor communications with a technology-driven client service platform. Crager is a graduate of Fairfield University, where he dual- majored in Economics and English, and currently serves on its Board of Trustees.

Mr. Thomas is responsible for all aspects of PMC's investment management and research capabilities. Primary among those responsibilities include the development of PMC's investment policy, implementation of the firm's investment management and research offerings, and the development of new investment products, including alternative investment strategies. Thomas is a member of the PMC Management Committee. Prior to joining the firm in 1999, Thomas was Director of Equity Funds for The John Nuveen Company. For five years, Thomas was responsible for managing the firm's equity fund activities and served on the firm's New Products Committee. Prior to that, he was a portfolio manager with a Chicago-based money manager, and started his career as a securities analyst with a Wall Street investment management firm. Thomas received an A.B. in Economics from Brown University, an M.B.A. in Finance and Accounting from the University of Chicago and a J.D. from DePaul University. Brandon holds the FINRA Series 7, 24 and 63 securities registrations and the Series 65 investment advisor registration.

Josh Mayer is a Chief Operating Officer at Envestnet Portfolio Solutions Inc and Chief Operating Officer at ENVESTNET, INC. and is based in Berwyn, Pennsylvania. He has worked as Director:Operations at Oberon Finl Technology Inc; Camper/JL at Camp Dudley; and Exec VP/Dir:Operations at ENVESTNET, INC.. Joshua studied at Georgetown University between 1992 and 1996.

As Chief Strategy Officer for Envestnet, Rich Aneser leads the corporate development, M&A, strategic planning, and industry insight functions helping to identify, prioritize, and operationalize strategic priorities to ensure long-term growth.

Mr. Aneser has over 25 years of experience in various strategy and marketing roles at Lincoln Financial, UBS, Merrill Lynch, and Fidelity Investments. Rich is the Vice-Chair and a member of the Board of Trustees of the Nature Conservancy of PA/DE. He earned a Bachelor of Arts in philosophy from St. Michael's College in Vermont.

Senior executive with more than 20 years of experience leading global data and analytics transformations,strategy, and operations. Known as one of the first CDO 4.0 in the world, and for building winning customer focused strategies, word-class diverse teams, scalable and innovative solutions. Recognized for commitments to social responsibility, fostering partnerships, and delivering better customer experience and business results. The following are sample of key achievements:▪ At USAA, redefined the data analytics strategy to be value-centric driving better operating model,transparency, and business results in customers’ engagement across omnichannel thru personalization,competitive pricing, quality and frequency of risk measurement and regulatory reporting▪ At Gartner, established a go-to market strategy that increased revenue and customer retention by 2X▪ At Toyota, transformed a US-based data analytics function to a global shared service profit center▪ At Toyota, co-architected the launch of US/Japanese joint venture usage-based insurance company▪ Independently, co-founded and profitably sold two out of three tech start-up companies▪ Independently, co-created and rolled in the state of Florida child abuse case management system▪ At the United Nation, co-designed the micro financing NGO business model for urban and rural women

Accomplished marketing executive dedicated to driving business growth by becoming the brand of choice. Being the brand of choice starts with a data-driven customer commitment and permeates every interaction. Have led high growth marketing strategies for companies at $50 MM, $200 MM and $BN(+) revenue. Expert in delivering acquisition, revenue, and retention results via innovative marketing across B2B and B2C. Broad global experience with leading performance marketing, designing cross-media campaigns and developing differentiated positioning. Best in class customer experiences created through agile creative efforts, data focused digital marketing and value-add channel conversions. Deep expertise in team building and large scale change management.Passionate about building brands that build business.Disclosure: http://goo.gl/cfUato

As a co-founder and Chief Executive Officer of Envestnet, Bill Crager drives the development of our innovative financial wellness solutions and is responsible for the market growth of its comprehensive wealth management platform, which supports over 3,500 financial enterprises and more than 99,000 financial advisors, who collectively manage over $3.3T in assets.

Most recently, Crager served as the President of Envestnet and helped to lead the firm’s platform, product and marketing strategy, as well as the company’s relationship engagements. Along with Envestnet Chairman and CEO Jud Bergman, he has been a driving force behind a firm that has become the leading managed solutions service provider in terms of total platform assets and number of financial advisors served. Crager and the team at Envestnet were first in the managed solutions industry to think more globally about how to streamline an independent advisor’s practice by offering a broad range of fee-based products side-by-side through an easily accessed, open-architecture portal. He was also named the 2015 Industry Pioneer by the Money Management Institute, the organization’s highest honor.

Before joining Envestnet, Crager served as a Managing Director at Rittenhouse Financial Services. There, he developed a widely recognized initiative that integrated value-added investor communications with a technology-driven client service platform. Crager is a graduate of Fairfield University, where he dual- majored in Economics and English, and currently serves on its Board of Trustees.

Mr. Thomas is responsible for all aspects of PMC's investment management and research capabilities. Primary among those responsibilities include the development of PMC's investment policy, implementation of the firm's investment management and research offerings, and the development of new investment products, including alternative investment strategies. Thomas is a member of the PMC Management Committee. Prior to joining the firm in 1999, Thomas was Director of Equity Funds for The John Nuveen Company. For five years, Thomas was responsible for managing the firm's equity fund activities and served on the firm's New Products Committee. Prior to that, he was a portfolio manager with a Chicago-based money manager, and started his career as a securities analyst with a Wall Street investment management firm. Thomas received an A.B. in Economics from Brown University, an M.B.A. in Finance and Accounting from the University of Chicago and a J.D. from DePaul University. Brandon holds the FINRA Series 7, 24 and 63 securities registrations and the Series 65 investment advisor registration.

As a co-founder and Chief Executive Officer of Envestnet, Bill Crager drives the development of our innovative financial wellness solutions and is responsible for the market growth of its comprehensive wealth management platform, which supports over 3,500 financial enterprises and more than 99,000 financial advisors, who collectively manage over $3.3T in assets.

Most recently, Crager served as the President of Envestnet and helped to lead the firm’s platform, product and marketing strategy, as well as the company’s relationship engagements. Along with Envestnet Chairman and CEO Jud Bergman, he has been a driving force behind a firm that has become the leading managed solutions service provider in terms of total platform assets and number of financial advisors served. Crager and the team at Envestnet were first in the managed solutions industry to think more globally about how to streamline an independent advisor’s practice by offering a broad range of fee-based products side-by-side through an easily accessed, open-architecture portal. He was also named the 2015 Industry Pioneer by the Money Management Institute, the organization’s highest honor.

Before joining Envestnet, Crager served as a Managing Director at Rittenhouse Financial Services. There, he developed a widely recognized initiative that integrated value-added investor communications with a technology-driven client service platform. Crager is a graduate of Fairfield University, where he dual- majored in Economics and English, and currently serves on its Board of Trustees.