Brandon  Thomas net worth and biography

Brandon Thomas Biography and Net Worth

CIO of Envestnet

Mr. Thomas co-chairs the PMC Investment Committee, and has responsibilities that include the development and implementation of PMC’s investment policy. He also leads the firm’s Quantitative Research Group (“QRG”) and QRG Capital Management, Inc., a wholly-owned unit of Envestnet, Inc.

Mr. Thomas received an A.B. in Economics from Brown University, an M.B.A. in Finance and Accounting from the University of Chicago and a J.D. from DePaul University.

What is Brandon Thomas' net worth?

The estimated net worth of Brandon Thomas is at least $17.60 million as of October 21st, 2020. Mr. Thomas owns 278,701 shares of Envestnet stock worth more than $17,597,181 as of November 21st. This net worth evaluation does not reflect any other investments that Mr. Thomas may own. Learn More about Brandon Thomas' net worth.

How do I contact Brandon Thomas?

The corporate mailing address for Mr. Thomas and other Envestnet executives is 35 EAST WACKER DRIVE SUITE 2400, CHICAGO IL, 60601. Envestnet can also be reached via phone at (312) 827-2800 and via email at [email protected]. Learn More on Brandon Thomas' contact information.

Has Brandon Thomas been buying or selling shares of Envestnet?

Brandon Thomas has not been actively trading shares of Envestnet in the last ninety days. Most recently, Brandon Thomas sold 40,801 shares of the business's stock in a transaction on Wednesday, October 21st. The shares were sold at an average price of $81.67, for a transaction totalling $3,332,217.67. Following the completion of the sale, the executive now directly owns 278,701 shares of the company's stock, valued at $22,761,510.67. Learn More on Brandon Thomas' trading history.

Who are Envestnet's active insiders?

Envestnet's insider roster includes Anil Arora (Director), Barry Cooper (SVP), William Crager (CEO), Stuart DePina (President), Shelly O'Brien (Insider), Brandon Thomas (CIO), Barbara Turner (Director), and Lauren Wolfe (Director). Learn More on Envestnet's active insiders.

Are insiders buying or selling shares of Envestnet?

In the last year, Envestnet insiders bought shares 1 times. They purchased a total of 1,670 shares worth more than $88,493.30. In the last year, insiders at the business services provider sold shares 1 times. They sold a total of 700 shares worth more than $39,844.00. The most recent insider tranaction occured on March, 25th when insider Matthew Majoros sold 700 shares worth more than $39,844.00. Insiders at Envestnet own 8.9% of the company. Learn More about insider trades at Envestnet.

Information on this page was last updated on 3/25/2024.

Brandon Thomas Insider Trading History at Envestnet

Transaction DateBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
10/21/2020Sell40,801$81.67$3,332,217.67278,701View SEC Filing Icon  
6/3/2020Sell3,367$75.68$254,814.56272,532View SEC Filing Icon  
6/1/2020Sell10,535$74.12$780,854.20279,700View SEC Filing Icon  
5/28/2020Sell13,098$74.38$974,229.24282,570View SEC Filing Icon  
6/27/2019Sell961$67.46$64,829.06265,767View SEC Filing Icon  
12/29/2015Sell62,000$30.41$1,885,420.00230,421View SEC Filing Icon  
9/29/2015Sell6,775$30.01$203,317.75230,421View SEC Filing Icon  
6/19/2015Sell20,358$42.26$860,329.08View SEC Filing Icon  
6/15/2015Sell32,500$43.12$1,401,400.00View SEC Filing Icon  
8/22/2013Sell1,000$27.93$27,930.00221,246View SEC Filing Icon  
8/8/2013Sell1,000$26.30$26,300.00222,246View SEC Filing Icon  
7/25/2013Sell1,000$25.80$25,800.00View SEC Filing Icon  
7/11/2013Sell1,000$28.56$28,560.00View SEC Filing Icon  
6/27/2013Sell1,000$23.97$23,970.00View SEC Filing Icon  
6/18/2013Sell1,000$25.08$25,080.00View SEC Filing Icon  
12/27/2012Sell1,000$13.53$13,530.00View SEC Filing Icon  
11/1/2012Sell1,000$13.90$13,900.00View SEC Filing Icon  
10/4/2012Sell1,000$12.25$12,250.00View SEC Filing Icon  
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Brandon Thomas Buying and Selling Activity at Envestnet

This chart shows Brandon Thomas's buying and selling at Envestnet by year and by quarter.

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Envestnet Company Overview

Envestnet logo
Envestnet, Inc., through its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through two segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment offers Envestnet | Enterprise, an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Wealth Analytics that transforms data into actionable intelligence; Envestnet | Tamarac which provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; and Envestnet | MoneyGuide that provides goals-based financial planning solutions to the financial services industry. This segment also provides Envestnet | Workplace Solutions which offers a suite of services for advisor-sold retirement plans; Envestnet | PMC that offer research and consulting services to assist advisors in creating investment solutions, and portfolio overlay and tax optimization services; and Envestnet | Billing Solutions which provides revenue management and hosted fee-billing solutions. The Envestnet Data & Analytics segment provides Envestnet Data & Analytics, a data aggregation, analytics, and digital experiences platform that provides clients and their account holders with data connectivity via open APIs, data enrichment, AI-based analytics, and digital experiences. It serves retail banks, credit unions, credit card providers, wealth management financial advisors and institutions, financial technology innovators, financial advisory firms, research and analyst firms, personal financial management, small business accounting, e-commerce, payment solutions providers, small business lending, and authentication customers. The company was founded in 1999 and is headquartered in Berwyn, Pennsylvania.
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Today's Range

Now: $63.14
Low: $63.10
High: $63.16

50 Day Range

MA: $62.74
Low: $62.47
High: $63.09

2 Week Range

Now: $63.14
Low: $36.43
High: $73.04

Volume

2,653,430 shs

Average Volume

701,142 shs

Market Capitalization

$3.49 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.25