Envestnet and Chip Roame forge stronger tie
The large outsourcer has installed the high-profile consultant on its board of directors
Related Moves
Envestnet quietly cleans up a mess behind take-private veil • Michael Kim is now a two-TAMP CEO • Bill Ackman scolds Trump, Lutnick for tariff overkill, alleged conflicts •
Kim is now head of 'RIA' TAMP • In broad daylight, AssetMark edges closer to swallowing Adhesion • Ackman irked over ‘massive, disproportionate’ tariffs • Fisher sees market upside, if and when tariffs fail.
April 8, 2025 at 1:49 AM
New Envestnet CEO first reached out to his financial advisor before accepting Bain Capital's offer to take over one of the advisory industry's largest service providers
The Harvard-Yale-McKinsey alum got a 'level of specificity' from chatting with his advisor firm's CIO about Envestnet's 'importance' and 'how it could be better.'
January 22, 2025 at 2:43 AM
Sleeping giant McKinsey & Co. hires Eric Clarke as it awakens to $9-trillion RIA business and plays catch-up
The New York City consulting giant quietly made the Orion founder and ex-CEO a McKinsey senior advisor two months after he stepped down last year.
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
See more related moves
Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame
Envestnet Inc
TAMP
Top Executive: Jud Bergman
SEI Advisor Network
TAMP
Top Executive: Wayne Withrow
