Financial Services >> CEO Interviews >> February 24, 2003

Jud Bergman – Envestnetpmc

Bergman, Jud
Jud Bergman is Chairman and Chief Executive Officer of Envestnet Inc. Mr. Bergman is responsible for leading the Envestnet organization and is focused on guiding the company’s strategy, as well as organizational and business development. Prior to founding Envestnet, Mr. Bergman was the Managing Director, Nuveen Mutual Funds for Nuveen Investments, a diversified investment manager. In this role he was responsible for the profitable growth of Nuveen’s mutual-fund business and was a member of Nuveen’s Investment Management Committee. From 1992 to 1997, Mr. Bergman directed Nuveen’s Corporate Development activity, where he initiated the development of Nuveen’s separately managed account business and helped guide the firm’s expansion into a diversified investment manager beyond municipal investments. Mr. Bergman received a B.A. in English from Wheaton College, and earned his MBA in finance and accounting from Columbia University. Profile
TWST: We'd like to begin with a brief historical sketch of

EnvestnetPMC, and then a description of the things you are doing

at the present time.

Mr. Bergman: The company was founded as