Judson Bergman - Envestnet Chairman of the Board, Chief Executive Officer
| ENV Stock | USD 56.54 0.76 1.33% |
Chairman
Mr. Judson T. Bergman is Chairman of the Board, Chief Executive Officer of the Company. Since founding the Company, he has focused on guiding the Companys strategy and overseeing its organizational and business development. Prior to founding our Company, Mr. Bergman was the Managing Director for Mutual Funds at Nuveen Investments, where he was responsible for the profitable growth of the firms mutual fund business and also served on the firms Investment Management Committee. He also directed Nuveens product and corporate development activity, where he helped build the firms closedend fund business, led the development and growth of Nuveens separately managed accounts business and helped guide the firms expansion into asset classes beyond municipal investments. Mr. Bergman received his MBA in finance and accounting from Columbia University and received an undergraduate degree from Wheaton College. Mr. Bergman has extensive familiarity with the financial services industry acquired through his years with the Company and his experience at Nuveen, as well as his education in finance and accounting. since 1999.
| Age | 61 |
| Tenure | 25 years |
| Professional Marks | MBA |
| Address | 1000 Chesterbrook Boulevard, Berwyn, PA, United States, 19312 |
| Phone | 312 827 2800 |
| Web | https://www.envestnet.com |
Envestnet Management Efficiency
The company has Return on Asset of 0.0138 % which means that on every $100 spent on assets, it made $0.0138 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of (0.3663) %, meaning that it generated no profit with money invested by stockholders. Envestnet's management efficiency ratios could be used to measure how well Envestnet manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to climb to -0.45 in 2024. Return On Capital Employed is likely to drop to 0.01 in 2024. At this time, Envestnet's Non Currrent Assets Other are fairly stable compared to the past year. Other Current Assets is likely to climb to about 54 M in 2024, whereas Non Current Assets Total are likely to drop slightly above 838.9 M in 2024.Similar Executives
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| F Lagerveld | Snowflake | 51 | |
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Management Performance
| Return On Equity | -0.37 | ||||
| Return On Asset | 0.0138 |
Envestnet Leadership Team
Elected by the shareholders, the Envestnet's board of directors comprises two types of representatives: Envestnet inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Envestnet. The board's role is to monitor Envestnet's management team and ensure that shareholders' interests are well served. Envestnet's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Envestnet's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Sharon Rosenthal, Chief Officer | ||
| Dawn Newsome, Chief Business Operations Officer | ||
| Grace Wagner, Director Relations | ||
| Stuart DePina, President | ||
| Charles Roame, Vice Chairman of the Board | ||
| Richard Aneser, Chief Officer | ||
| Scott Grinis, Chief Technology Officer | ||
| Chris Shutler, Head of Market Intelligence | ||
| Dana CFA, CoChief Solutions | ||
| Jillian Munro, Chief Officer | ||
| Judson Bergman, Chairman of the Board, Chief Executive Officer | ||
| Valerie Mosley, Independent Director | ||
| Yves Sisteron, Lead Independent Director | ||
| Matthew Majoros, Senior Reporting | ||
| Victor Bonilla, Vice President - Strategic Relationships | ||
| Peter DArrigo, Chief Financial Officer | ||
| Cynthia Egan, Independent Director | ||
| Christopher CFA, Head Intelligence | ||
| Anil Arora, CEO, Vice Chairman of the Board | ||
| Zachary Karabell, Head Consultant | ||
| James Johnson, Independent Director | ||
| Gayle Crowell, Independent Director | ||
| Donna Peeples, Chief Relationship Officer | ||
| Shelly OBrien, Chief Legal Officer, General Counsel, Corporate Secretary | ||
| Ross Chapin, Independent Director | ||
| Joshua Mayer, Chief Operating Officer | ||
| Pete DArrigo, CFO | ||
| Shelly JD, General Officer | ||
| Robert Coppola, Chief Technology Officer | ||
| Luis Aguilar, Independent Director | ||
| Dana DAuria, Co-Chief Investment Officer | ||
| James Fox, Non-Executive Independent Chairman of the Board | ||
| Dani Fava, Head Development | ||
| Gregory Smith, Independent Director | ||
| Peter CFA, Chief Officer | ||
| Jason OShaughnessy, Head Sales | ||
| Mary Dugan, Chief Officer | ||
| Rose Palazzo, Group Planning | ||
| Joshua Warren, Chief Officer | ||
| William Crager, President, Interim Chief Executive Officer | ||
| Brian CFA, Head Relations | ||
| Thomas CFA, Executive Lines | ||
| Brandon Thomas, Chief Investment Officer | ||
| Farouk Ferchichi, Group Analytics |
Envestnet Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Envestnet a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | -0.37 | ||||
| Return On Asset | 0.0138 | ||||
| Profit Margin | (0.19) % | ||||
| Operating Margin | 0.1 % | ||||
| Current Valuation | 4.04 B | ||||
| Shares Outstanding | 55.07 M | ||||
| Shares Owned By Insiders | 1.17 % | ||||
| Shares Owned By Institutions | 98.83 % | ||||
| Number Of Shares Shorted | 4.4 M | ||||
| Price To Earning | 130.74 X |
Pair Trading with Envestnet
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Envestnet position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Envestnet will appreciate offsetting losses from the drop in the long position's value.Moving together with Envestnet Stock
| 0.64 | DJCO | Daily Journal Corp | PairCorr |
| 0.69 | BL | Blackline Financial Report 2nd of May 2024 | PairCorr |
Moving against Envestnet Stock
| 0.73 | U | Unity Software Financial Report 8th of May 2024 | PairCorr |
| 0.69 | QH | QuhuoLtd | PairCorr |
| 0.66 | EB | Eventbrite Class A Financial Report 14th of May 2024 | PairCorr |
| 0.66 | PD | Pagerduty Downward Rally | PairCorr |
| 0.66 | WK | Workiva Financial Report 7th of May 2024 | PairCorr |
The ability to find closely correlated positions to Envestnet could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Envestnet when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Envestnet - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Envestnet to buy it.
The correlation of Envestnet is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Envestnet moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Envestnet moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Envestnet can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Envestnet. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. For more information on how to buy Envestnet Stock please use our How to Invest in Envestnet guide.You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
Complementary Tools for Envestnet Stock analysis
When running Envestnet's price analysis, check to measure Envestnet's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Envestnet is operating at the current time. Most of Envestnet's value examination focuses on studying past and present price action to predict the probability of Envestnet's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Envestnet's price. Additionally, you may evaluate how the addition of Envestnet to your portfolios can decrease your overall portfolio volatility.
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Is Envestnet's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Envestnet. If investors know Envestnet will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Envestnet listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 6 | Earnings Share (4.38) | Revenue Per Share 22.873 | Quarterly Revenue Growth 0.085 | Return On Assets 0.0138 |
The market value of Envestnet is measured differently than its book value, which is the value of Envestnet that is recorded on the company's balance sheet. Investors also form their own opinion of Envestnet's value that differs from its market value or its book value, called intrinsic value, which is Envestnet's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Envestnet's market value can be influenced by many factors that don't directly affect Envestnet's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Envestnet's value and its price as these two are different measures arrived at by different means. Investors typically determine if Envestnet is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Envestnet's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.