People Moves

Who's Moving Where In Wealth Management? – Envestnet

Editorial Staff, July 21, 2022


The latest wealth management moves and appointments in North America.

Envestnet, a wealth management systems business listed in New York, has appointed Ron Ransom in the newly-created role of group head of environmental, social and governance.

Ransom will report to Dawn Newsome, chief business operations officer for Envestnet. 

"There has never been a more important time to strengthen our focus on ESG throughout our organization and make this area a central part of our financial wellness ecosystem,” Bill Crager, co-founder and CEO of Envestnet, said.

With nearly three decades of financial services experience, Ransom most recently served as chief business development officer at Envestnet, where he was responsible for managing Envestnet's go-to-market strategy. Prior to joining Envestnet, Ransom spent time in executive positions at Nationwide Financial, UBS, and Bank of America.

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