Envestnet Names Joshua Warren as its new CFO

Envestnet, Inc. (NYSE: ENV), a prominent provider of integrated technology, intelligent data, and wealth solutions, has announced the appointment of Joshua B. Warren as Chief Financial Officer. Warren, an accomplished financial executive, previously served as Managing Director and Global Head of Business Strategy for iShares and Index Investments at BlackRock. He will succeed Peter H. D’Arrigo, who has held the position of Chief Financial Officer since 2008.

Initially, Joshua Warren will serve as a senior advisor to the Company’s Chief Executive Officer and will formally assume the role of Chief Financial Officer on November 15, 2023. During this transition period, Peter D’Arrigo will continue to serve as a senior advisor to the Company’s CEO until March 31, 2024. Joshua Warren will collaborate with D’Arrigo during this interim period to ensure a smooth transition.

William Crager, Envestnet Co-Founder and CEO expressed his enthusiasm about Joshua Warren’s appointment, stating, “Josh Warren is a tremendous addition to our leadership team. With his proven record of delivering shareholder value, Josh brings a powerful blend of financial discipline, analytical rigor, and strategic insight drawn from substantial industry experience and familiarity with our business.”

Crager also expressed gratitude to Peter D’Arrigo, saying, “On behalf of everyone at Envestnet, I also want to thank Pete for his invaluable contributions. From our IPO through our significant growth over the last 15 years, Pete has been an exceptional colleague. The hard work he has done puts us in a good position to achieve our stated goals going forward.”

Josh Warren, the incoming Chief Financial Officer of Envestnet, shared his excitement about the role, saying, “I’m excited and honored for the opportunity to join the team at Envestnet. I look forward to enhancing our market leadership position by focusing on executing with speed, scale, and efficiency while significantly expanding margins, cash flows and delivering value to clients and our shareholders.”

Before his role in BlackRock’s iShares and index investments business, Joshua Warren served as a Managing Director in BlackRock’s Corporate Strategy and Development team, where he worked with senior leaders to shape the vision, direction, and execution of initiatives related to Aladdin, the tech platform that unifies the investment management process. He also played a significant role in developing the strategic relationship between BlackRock and Envestnet in 2018. Warren has also been a member of the Board of Directors and the Audit & Risk Committee of iCapital, a fintech platform for alternative investments, since 2019.

Joshua Warren’s previous experience includes roles at Barclays, Foros Group, the United States Department of the Treasury, Skadden, Arps, Slate, Meagher & Flom LLP, and working for former Senator John Kerry. He holds the CFA charter and the Chartered Alternative Investment Analyst designation and is a graduate of Dartmouth College and NYU Law School.

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