![Jud Bergman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jud Bergman
Keine laufenden Positionen mehr
Profil
Judson T.
Bergman was the founder of Envestnet Asset Management, Inc., founded in 1999, where the title held was Chairman & Chief Executive Officer from 1999 to 2019.
Mr. Bergman was the founder of Envestnet, Inc., founded in 1999, where the title held was Chairman & Chief Executive Officer from 1999 to 2019.
Former jobs include Chief Executive Officer & Director at FDx Advisors, Inc. from 2018 to 2019, Chief Executive Officer at MoneyGuide, Inc., Managing Director at Nuveen Investments, Inc. from 1992 to 1996, Trustee at RS Investment Trust, Trustee at RS Variable Products Trust, and Trustee at The Field Museum of Natural History.
Education includes an MBA from The Trustees of Columbia University in The City of New York and an undergraduate degree from Wheaton College (Illinois).
Ehemalige bekannte Positionen von Jud Bergman
| Unternehmen | Position | Ende |
|---|---|---|
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction. | Vorstandsvorsitzender | 03.10.2019 |
| ENVESTNET, INC. | Vorstandsvorsitzender | 03.10.2019 |
RS Variable Products Trust
 RS Variable Products Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Direktor/Vorstandsmitglied | 03.10.2019 |
RS Investment Trust
 RS Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Direktor/Vorstandsmitglied | 03.10.2019 |
The Field Museum of Natural History
 The Field Museum of Natural History Other Consumer ServicesConsumer Services Operates as a public museum | Direktor/Vorstandsmitglied | 03.10.2019 |
Ausbildung von Jud Bergman
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
63
Beziehungen ersten Grades
10
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 10 |
|---|---|
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Investment ManagersFinance Provides investment management and related services to institutional & individual investors | Finance |
RS Investment Trust
RS Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
RS Variable Products Trust
RS Variable Products Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wheaton College (Illinois)
 Wheaton College (Illinois) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction. | Finance |
The Field Museum of Natural History
The Field Museum of Natural History Other Consumer ServicesConsumer Services Operates as a public museum | Consumer Services |
Envestnet, Inc.
 Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform | Technology Services |
FDx Advisors, Inc.
 FDx Advisors, Inc. Investment ManagersFinance FDx Advisors does not generally recommend investments in a particular type of security. Rather, the firm primarily offers recommendations on money managers and mutual funds to institutional clients who invest primarily in equity and fixed income securities. | Finance |
MoneyGuide, Inc.
 MoneyGuide, Inc. Investment ManagersFinance Provides investment advice | Finance |
