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Envestnet and Chip Roame forge stronger tie

The large outsourcer has installed the high-profile consultant on its board of directors

Author Brooke Southall August 16, 2011 at 3:05 AM
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Chip Roame: Envestnet has the opportunity to dominate wealth management technology.

TAMPs



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May 30, 2024 at 1:35 AM

Dani Fava is out at Envestnet -- to capitalize on AI revolution at a new firm, she hints

The ex-TD Ameritrade talent was hired by CEO Bill Crager in 2020 to harmonize acquisitions -- not least MoneyGuidePro and Yodlee that the company still grapples with

March 20, 2024 at 1:25 AM

Envestnet shares popped -- up 8% today -- after Wall Street filtered out bad news and staked its bet on confidence in a new team

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February 24, 2024 at 3:33 AM

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January 9, 2024 at 4:09 AM

See more related moves

Mentioned in this article:

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame

Envestnet Inc
TAMP
Top Executive: Jud Bergman

SEI Advisor Network
TAMP
Top Executive: Wayne Withrow



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