As President of Envestnet, Stuart DePina is responsible for the development and execution of the firm’s product roadmap, operations, and technology solutions to support its advisors, while continuing to expand the firm’s financial wellness network and unified advice platform. Mr. DePina oversees Envestnet’s Operations group, including the Data Utility, Portfolio Administration, and Client Experience teams, as well as the Relationship Management, Business Development, Marketing, and Product divisions.
Prior to his current role, Mr. DePina served as Chief Executive, Envestnet Data & Analytics, where he was responsible for developing Envestnet’s overall data aggregation, enterprise data management, and analytics offerings. In this position, he also led Envestnet’s Technology group, which focuses on identifying solutions for the firm’s operations, technology, and data infrastructure needs.
Before running Envestnet Data & Analytics, Mr. DePina managed the long-term growth strategy of Tamarac, first as the firm’s CEO from 2007 to 2012, and then as the Group President of Envestnet | Tamarac from 2012 to 2019, following Envestnet’s acquisition of Tamarac. Under Mr. DePina’s leadership, Tamarac has grown to become a market leader in integrated technology for more than 3,100 independent RIA firms of all sizes who collectively manage over $1.2 trillion in assets.
Mr. DePina’s leadership is rooted in deep financial experience, and the belief that customer focus, commitment, and thoughtful business practices form the foundation of a solid organization.
Before joining Tamarac, Mr. DePina served in a variety of leadership roles within the industry, most recently as Chief Executive Officer at Who’s Calling, where he drove profitability and doubled the company’s revenue base. Prior to leading Who’s Calling, Mr. DePina served as President and Chief Executive Officer of xSides Corporation; as Chief Financial Officer for Ticketmaster Corporation, Inc.; and as a Partner in the Big Four firm of KPMG LLP, where he provided consulting and assurance services to a number of clients in the financial services practice.
What is Stuart DePina's net worth?
The estimated net worth of Stuart DePina is at least $3.75 million as of October 21st, 2020. Mr. DePina owns 59,467 shares of Envestnet stock worth more than $3,754,746 as of December 21st. This net worth estimate does not reflect any other investments that Mr. DePina may own. Learn More about Stuart DePina's net worth.
How do I contact Stuart DePina?
Has Stuart DePina been buying or selling shares of Envestnet?
Stuart DePina has not been actively trading shares of Envestnet during the last ninety days. Most recently, Stuart Depina sold 16,422 shares of the business's stock in a transaction on Monday, December 27th. The shares were sold at an average price of $81.94, for a transaction totalling $1,345,618.68. Learn More on Stuart DePina's trading history.
Who are 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.
