People Moves

Envestnet Makes Quartet Of Senior Appointments

Editorial Staff, March 25, 2021


Some new hires and senior appointments at the wealth management systems firm.

Envestnet, the New York-listed wealth management systems firm, has made four senior appointments for its executive team. 

The team members are Mary Ellen Dugan, Farouk Ferchichi, Jillian Munro, and Neel Ray. 

Dugan, chief marketing officer, who reports to Envestnet president Stuart DePina, will focus on driving Envestnet's business and brand growth.

Ferchichi, chief data and analytics officer, reports to DePina. He will drive business growth by implementing best practices for aligning, scaling, and using data, analytics, and artificial intelligence across the Envestnet ecosystem.  

Munro, who is taking up the newly-created spot of group head of data and analytics, will report to chief technology officer Bob Coppola.

Ray, who is head of mergers and acquisitions, will be reporting to chief strategy officer Rich Aneser. In addition to overseeing M&A, Ray will partner across all Envestnet business lines to advance the company's corporate development efforts. He has more than 20 years of experience in M&A, fintech investing, and corporate strategy to his role at Envestnet.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes