Envestnet names Joshua Warren as CFO; Peter D'Arrigo to step down November 15, 2023

ENVESTNET, INC.

Warren joins as senior advisor Oct 9, becomes CFO Nov 15; D'Arrigo remains CFO until Nov 15 then advisor through Mar 31, 2024.
Warren previously BlackRock Managing Director, Global Head of Business Strategy for iShares and Index Investments.
D'Arrigo served as CFO since 2008; separation includes $1.625M severance, $450K 2023 bonus, and $89K prorated 2024 bonus.
Warren receives $425K base salary, 90% target bonus, $500K signing bonus, and $1.6M in equity grants (RSUs + PSUs) in Feb 2024.
Warren subject to 24-month non-compete and non-solicitation covenants.

item 5.02 item 9.01

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Appointed

Joshua B. Warren

Chief Financial Officer

ENVESTNET, INC.

Effective: 2023-11-15
Filed: September 25, 2023, 7:59 PM ET

Joshua B. Warren will be joining Envestnet, Inc. as a senior advisor to the Company's Chief Executive Officer on or before October 9, 2023 and will become the Company's Chief Financial Officer effective November 15, 2023.

Departed

Peter D'Arrigo

Chief Financial Officer

ENVESTNET, INC.

Effective: 2023-11-15
Successor: Joshua B. Warren
Filed: September 25, 2023, 7:59 PM ET

On September 25, 2023, Envestnet, Inc. (the “Company”) announced that Peter D'Arrigo will be stepping down as Chief Financial Officer effective November 15, 2023.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Joshua B. Warren was appointed as Chief Financial Officer at ENVESTNET, INC..

Action: appointed
Role: Chief Financial Officer

Exact text from the filing

Joshua B. Warren will be joining Envestnet, Inc. as a senior advisor to the Company's Chief Executive Officer on or before October 9, 2023 and will become the Company's Chief Financial Officer effective November 15, 2023.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Peter D'Arrigo departed as Chief Financial Officer at ENVESTNET, INC..

Action: stepping down
Role: Chief Financial Officer

Exact text from the filing

On September 25, 2023, Envestnet, Inc. (the “Company”) announced that Peter D'Arrigo will be stepping down as Chief Financial Officer effective November 15, 2023.

View on SEC.gov

Source: SEC EDGAR

accession 0001213900-23-079156

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