Charles Roame - Envestnet Vice Chairman of the Board
| ENV Stock | USD 63.14 0.05 0.08% |
Chairman
Mr. Charles M. Roame is an Independent Director of Envestnet Inc. Mr. Roame is a private investor and advisor to dozens of worldwide CEOs in the financial services and fintech markets. Mr. Roame also serves as a board member at Edelman Financial Engines, as a board member of OneK Financial and as a trustee for the SA Funds . Mr. Roame has also served as the Managing Partner of Tiburon Strategic Advisors, LLC, a provider of research, strategy consulting and other related services primarily to financial services firms, and the Tiburon Partners Fund, since 1998. Tiburon has published over 1, 900 industry research papers, served hundreds of financial services companies and hosts the semiannual Tiburon CEO Summits. Mr. Roame received his MBA from the University of Michigan and an undergraduate degree from Michigan State University since 2020.
| Age | 53 |
| Tenure | 4 years |
| 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 0.0263 % which means that on every $100 spent on assets, it made $0.0263 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of (0.415) %, 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 climb to -0.12 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 80.7 M in 2024, whereas Non Current Assets Total are likely to drop slightly above 838.9 M in 2024.Similar Executives
| Found 3 records | CHAIRMAN Age | ||
| Paul Zuber | Meridianlink | 60 | |
| Deepak Raghavan | Manhattan Associates | 57 | |
| William Russell | PROS Holdings | 69 | |
Management Performance
| Return On Equity | -0.41 | ||||
| Return On Asset | 0.0263 |
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 | ||
| Valerie Mosley, Independent Director | ||
| Matthew Majoros, Senior Reporting | ||
| Peter DArrigo, Chief Financial Officer | ||
| Christopher CFA, Head Intelligence | ||
| Anil Arora, CEO, Vice Chairman of the Board | ||
| Zachary Karabell, Head Consultant | ||
| Molly Weiss, Group Platform | ||
| 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 | ||
| 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 | ||
| Andrew Stavaridis, Chief Distribution | ||
| 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 | -0.41 | ||||
| Return On Asset | 0.0263 | ||||
| Profit Margin | (0.20) % | ||||
| Operating Margin | 0.07 % | ||||
| Current Valuation | 4.29 B | ||||
| Shares Outstanding | 55.35 M | ||||
| Shares Owned By Insiders | 1.16 % | ||||
| Shares Owned By Institutions | 96.94 % | ||||
| Number Of Shares Shorted | 2.82 M | ||||
| Price To Earning | 130.74 X |
Thematic Opportunities
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Additional 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.