Jud Bergman

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69 year

Finance

Consumer Services

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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).

Former positions of Jud Bergman

Companies	Position	End
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.	Chief Executive Officer	03/10/2019
ENVESTNET, INC.	Chief Executive Officer	03/10/2019
RS Variable Products Trust RS Variable Products Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Director/Board Member	03/10/2019
RS Investment Trust RS Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Director/Board Member	03/10/2019
The Field Museum of Natural History The Field Museum of Natural History Other Consumer ServicesConsumer Services Operates as a public museum	Director/Board Member	03/10/2019

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Linked companies

Private companies	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

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