Envestnet Management

Management criteria checks 4/4

Envestnet's CEO is Jim Fox, appointed in Apr 2024, has a tenure of less than a year. directly owns 0.068% of the company’s shares, worth $2.35M. The average tenure of the management team and the board of directors is 3.8 years and 6.9 years respectively.

Key information

Jim Fox

Chief executive officer

US$368.0k

Total compensation

CEO salary percentagen/a
CEO tenureless than a year
CEO ownership0.07%
Management average tenure3.8yrs
Board average tenure6.9yrs

Recent management updates

Recent updates

Envestnet (NYSE:ENV) Has A Pretty Healthy Balance Sheet

Apr 27
Envestnet (NYSE:ENV) Has A Pretty Healthy Balance Sheet

Envestnet, Inc.'s (NYSE:ENV) Share Price Is Matching Sentiment Around Its Revenues

Apr 08
Envestnet, Inc.'s (NYSE:ENV) Share Price Is Matching Sentiment Around Its Revenues

Is It Too Late To Consider Buying Envestnet, Inc. (NYSE:ENV)?

Mar 21
Is It Too Late To Consider Buying Envestnet, Inc. (NYSE:ENV)?

Envestnet: Still Bullish After Q4 Results Beat

Feb 25

Is Envestnet (NYSE:ENV) A Risky Investment?

Jan 27
Is Envestnet (NYSE:ENV) A Risky Investment?

Envestnet, Inc. (NYSE:ENV) Shares Could Be 22% Below Their Intrinsic Value Estimate

Jan 09
Envestnet, Inc. (NYSE:ENV) Shares Could Be 22% Below Their Intrinsic Value Estimate

Envestnet, Inc. (NYSE:ENV) Stock Catapults 34% Though Its Price And Business Still Lag The Industry

Dec 22
Envestnet, Inc. (NYSE:ENV) Stock Catapults 34% Though Its Price And Business Still Lag The Industry

When Should You Buy Envestnet, Inc. (NYSE:ENV)?

Dec 03
When Should You Buy Envestnet, Inc. (NYSE:ENV)?

Envestnet Grows Profit But Revenue Stalls Out

Nov 21

Envestnet: A Mixed View (Rating Downgrade)

Sep 12

Envestnet, Inc. (NYSE:ENV) Shares Could Be 48% Below Their Intrinsic Value Estimate

Sep 10
Envestnet, Inc. (NYSE:ENV) Shares Could Be 48% Below Their Intrinsic Value Estimate

Does Envestnet (NYSE:ENV) Have A Healthy Balance Sheet?

Jul 16
Does Envestnet (NYSE:ENV) Have A Healthy Balance Sheet?

Envestnet Guides To Slow Revenue Growth In 2023

Jul 03

Are Investors Undervaluing Envestnet, Inc. (NYSE:ENV) By 31%?

Jun 11
Are Investors Undervaluing Envestnet, Inc. (NYSE:ENV) By 31%?

Should You Investigate Envestnet, Inc. (NYSE:ENV) At US$54.21?

May 24
Should You Investigate Envestnet, Inc. (NYSE:ENV) At US$54.21?

Does Envestnet (NYSE:ENV) Have A Healthy Balance Sheet?

Apr 16
Does Envestnet (NYSE:ENV) Have A Healthy Balance Sheet?

Are Investors Undervaluing Envestnet, Inc. (NYSE:ENV) By 27%?

Feb 27
Are Investors Undervaluing Envestnet, Inc. (NYSE:ENV) By 27%?

Envestnet Non-GAAP EPS of $0.45 beats by $0.01, revenue of $292.9M misses by $3.24M, revenue guidance below consensus

Feb 23

Is Now An Opportune Moment To Examine Envestnet, Inc. (NYSE:ENV)?

Feb 06
Is Now An Opportune Moment To Examine Envestnet, Inc. (NYSE:ENV)?

Envestnet: Best Nearby Infotech Software Cap-Gain Stock Prospect

Jan 31

We Think Envestnet (NYSE:ENV) Has A Fair Chunk Of Debt

Jan 16
We Think Envestnet (NYSE:ENV) Has A Fair Chunk Of Debt

Envestnet gains amid proxy fight with investor Impactive Capital

Jan 04

Envestnet to offer $350M of convertible notes due 2027

Nov 14

Envestnet: Watch New Data Platform And Q3 Results

Oct 31

Envestnet, Inc.'s (NYSE:ENV) Intrinsic Value Is Potentially 95% Above Its Share Price

Oct 30
Envestnet, Inc.'s (NYSE:ENV) Intrinsic Value Is Potentially 95% Above Its Share Price

Envestnet data and analytics business announces partnership with tata consultancy services

Oct 12

Does Envestnet (NYSE:ENV) Have A Healthy Balance Sheet?

Oct 03
Does Envestnet (NYSE:ENV) Have A Healthy Balance Sheet?

Envestnet Revenue Flattens Amid Modernization Push

Aug 10

Envestnet acquires Redi2 Technologies

Jul 06

Here's Why Envestnet (NYSE:ENV) Has A Meaningful Debt Burden

Jul 05
Here's Why Envestnet (NYSE:ENV) Has A Meaningful Debt Burden

Envestnet Stock: Spotlight On Potential Takeover

Apr 18

Is There An Opportunity With Envestnet, Inc.'s (NYSE:ENV) 46% Undervaluation?

Feb 22
Is There An Opportunity With Envestnet, Inc.'s (NYSE:ENV) 46% Undervaluation?

Envestnet (NYSE:ENV) Seems To Use Debt Quite Sensibly

Jan 27
Envestnet (NYSE:ENV) Seems To Use Debt Quite Sensibly

CEO

Jim Fox (71 yo)

less than a year

Tenure

US$368,000

Compensation

Mr. James Lawrence Fox, also known as Jim, had been an Independent Chairman of Envestnet, Inc. since March 30, 2020 until April 01, 2024 and served as its Independent Director since February 04, 2015 until...


Leadership Team

NamePositionTenureCompensationOwnership
James Fox
Interim CEO & Chairmanless than a yearUS$368.00k0.068%
$ 2.4m
William Crager
Co-Founder & Strategic Advisorno dataUS$4.88m0.53%
$ 18.4m
Joshua Warren
Chief Financial Officerless than a yearUS$1.44mno data
Shelly O'Brien
Chief Legal Officer22.3yrsUS$1.21m0.087%
$ 3.0m
Dana D'Auria
Co-Chief Investment Officer & Group President of Envestnet Solutionsno datano datano data
Grace Wagner
Director of Investor Relationsno datano datano data
Sharon Rosenthal
Chief Human Resources Officer11yrsno datano data
Matthew Majoros
Senior Vice President of Financial Reportingno datano data0.019%
$ 656.4k
Andrew Stavaridis
Chief Relationship Officer & Group Head of Wealth Solutions Distributionno datano datano data
Molly Weiss
Group President of Wealth Management Platformno datano datano data
Richard Aneser
Chief Strategy Officerno datano datano data
Dani Fava
Head of Strategic Development3.8yrsno datano data

3.8yrs

Average Tenure

57yo

Average Age

Experienced Management: ENV's management team is considered experienced (3.8 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
James Fox
Interim CEO & Chairman9.3yrsUS$368.00k0.068%
$ 2.4m
Gayle Crowell
Independent Director8.2yrsUS$266.00k0.031%
$ 1.1m
Wendy Lane
Independent Director1.2yrsUS$230.00k0.00070%
$ 24.2k
Luis Aguilar
Independent Director8.2yrsUS$255.00k0.035%
$ 1.2m
Valerie Mosley
Independent Director5.6yrsUS$244.00k0.022%
$ 744.9k
Gregory Smith
Independent Director9.3yrsUS$283.00k0.049%
$ 1.7m
Barbara Turner
Independent Director1.2yrsUS$242.00k0.0043%
$ 149.7k
Lauren Wolfe
Independent Director1.2yrsUS$231.00kno data

6.9yrs

Average Tenure

66yo

Average Age

Experienced Board: ENV's board of directors are considered experienced (6.9 years average tenure).


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