The estimated Net Worth of Ross K Chapin is at least $5.34 Millón dollars as of 23 February 2023. Mr. Chapin owns over 7,954 units of Envestnet stock worth over $4,225,492 and over the last 14 years he sold ENV stock worth over $877,961. In addition, he makes $234,174 as Independent Director at Envestnet.
Ross has made over 10 trades of the Envestnet stock since 2010, according to the Form 4 filled with the SEC. Most recently he exercised 7,954 units of ENV stock worth $122,014 on 23 February 2023.
The largest trade he's ever made was selling 71,696 units of Envestnet stock on 28 July 2010 worth over $645,264. On average, Ross trades about 3,584 units every 164 days since 2010. As of 23 February 2023 he still owns at least 67,446 units of Envestnet stock.
You can see the complete history of Mr. Chapin stock trades at the bottom of the page.
Ross K. Chapin serves as Independent Director of the Company. Mr. Chapin retired as a Managing Director in October 2018 of Parametric Portfolio Associates LLC, a provider of structured portfolio management, which he joined as a senior executive in October 2005. Prior to Parametric, Mr. Chapin co-founded Orca Bay Partners, a private equity firm, in 1998. Mr. Chapin received an MBA from Columbia University in finance and accounting, and an undergraduate degree from Denison University. Mr. Chapin has broad knowledge of the financial services industry and financial products acquired through his experience at Parametric. In addition, the Board benefits from Mr. Chapin’s experience with a broad range of companies and industries acquired as a result of the review and analysis of investments by Orca Bay Partners and his education in finance and accounting.
As the Independent Director of Envestnet, the total compensation of Ross Chapin at Envestnet is $234,174. There are 12 executives at Envestnet getting paid more, with Stuart DePina having the highest compensation of $7,001,500.
Ross Chapin is 67, he's been the Independent Director of Envestnet since 2001. There are 2 older and 20 younger executives at Envestnet. The oldest executive at Envestnet Inc. is Gayle Crowell, 69, who is the Independent Director.
Ross's mailing address filed with the SEC is 1000 CHESTERBROOK BOULEVARD, SUITE 250, BERWYN, PA, 19312.
Over the last 14 years, insiders at Envestnet have traded over $279,574,671 worth of Envestnet stock and bought 68,939 units worth $2,631,033 . The most active insiders traders include Yves Sisteron, Partners, Lpgrp Ii Investor... y James Johnson. On average, Envestnet executives and independent directors trade stock every 8 days with the average trade being worth of $1,432,868. The most recent stock trade was executed by Matthew Majoros on 25 March 2024, trading 700 units of ENV stock currently worth $39,844.
envestnet, inc. (nyse: env) is a leading provider of unified wealth management technology and services to investment advisors. our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance, and value. envestnet solutions enable the transformation of wealth management into a transparent, conflict-free and fully-aligned standard of care, and empower advisors to deliver better results. envestnet's advisor suite® software empowers financial advisors to better manage client outcomes and strengthen their practice. envestnet provides institutional-quality research and advanced portfolio solutions through our portfolio management consultants group, envestnet | pmc®. envestnet | tamarac provides leading rebalancing, reporting, and practice management software. for more information on envestnet, please visit www.envestnet.com or call our toll-free number: (855) 769-0806.
Envestnet executives and other stock owners filed with the SEC include: