Bill Crager
Directeur Général chez FDx Advisors, Inc.
Fortune : 21 M $ au 31/05/2024
Profil
William C.
Crager is the founder of Envestnet, Inc., which was founded in 1999.
He held the title of Chief Executive Officer & Director from 2020 to 2024.
Currently, he is the Chief Executive Officer at FDx Advisors, Inc., a Strategic Advisor at Envestnet Portfolio Solutions, Inc., and a Trustee at Fairfield University.
In his former positions, he served as the Chief Executive Officer at QRG Capital Management, Inc., the Managing Director-Marketing & Client Services at Rittenhouse Asset Management, Inc., and as a Director at Dynasty Financial Partners LLC and Nuveen Investments, Inc. Mr. Crager obtained his undergraduate degree from Fairfield University in 1986.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
ENVESTNET, INC.
0,59% | 19/03/2024 | 323 140 ( 0,59% ) | 21 M $ | 31/05/2024 |
Postes actifs de Bill Crager
| Sociétés | Poste | Début |
|---|---|---|
| Fairfield University | Directeur/Membre du Conseil | - |
FDx Advisors, Inc.
 FDx Advisors, Inc. Investment ManagersFinance FDx Advisors, Inc. is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1987 and is owned by a holding company, M3Fn LLC, ultimately owned by Envestnet, Inc. (NYSE: ENV). FDx Advisors provides investment advisory and consulting services to institutional clients (banks, trust companies, broker/dealers, other investment advisers, and other institutional entities) only. | Directeur Général | - |
Envestnet Portfolio Solutions, Inc.
 Envestnet Portfolio Solutions, Inc. Investment ManagersFinance Part of Envestnet, Inc., Envestnet Portfolio Solutions, Inc. is a company that offers a connected ecosystem of solutions, intelligence, and technologies to help financial professionals make sense of their clients' finances. The company is based in Boston, MA. Envestnet's ecosystem equips advisors with tools and resources to deliver impactful financial advice to their clients, streamlines processes, offers greater personalization, and provides an enhanced customer experience. The company's goal is to help financial professionals be more efficient and effective in their work, allowing them to focus on deepening client relationships. | Corporate Officer/Principal | 01/04/2024 |
Anciens postes connus de Bill Crager
| Sociétés | Poste | Fin |
|---|---|---|
| ENVESTNET, INC. | Fondateur | 31/03/2024 |
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The company is based in Chicago, IL. The CEO of the company is William C. Crager. | Directeur Général | 31/03/2024 |
Dynasty Financial Partners LLC
 Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Directeur/Membre du Conseil | - |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Rittenhouse Asset Management, Inc.
 Rittenhouse Asset Management, Inc. Investment ManagersFinance Founded in 1979, Rittenhouse Asset Management, Inc. is an investment advisor firm headquartered in Radnor, Pennsylvania with additional offices in Chicago, New York City and Irvine, California. They manage investments for individuals and institutions. Rittenhouse is a subsidiary of Nuveen Investments Inc. (NYSE: JNC). Their ultimate parent is Windy City Investment Holdings LLC. | Sales & Marketing | - |
Formation de Bill Crager
| Fairfield University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| ENVESTNET, INC. | Technology Services |
| Entreprise privées | 6 |
|---|---|
Rittenhouse Asset Management, Inc.
Rittenhouse Asset Management, Inc. Investment ManagersFinance Founded in 1979, Rittenhouse Asset Management, Inc. is an investment advisor firm headquartered in Radnor, Pennsylvania with additional offices in Chicago, New York City and Irvine, California. They manage investments for individuals and institutions. Rittenhouse is a subsidiary of Nuveen Investments Inc. (NYSE: JNC). Their ultimate parent is Windy City Investment Holdings LLC. | Finance |
Nuveen Investments, Inc.
Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Finance |
Dynasty Financial Partners LLC
Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Finance |
FDx Advisors, Inc.
FDx Advisors, Inc. Investment ManagersFinance FDx Advisors, Inc. is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1987 and is owned by a holding company, M3Fn LLC, ultimately owned by Envestnet, Inc. (NYSE: ENV). FDx Advisors provides investment advisory and consulting services to institutional clients (banks, trust companies, broker/dealers, other investment advisers, and other institutional entities) only. | Finance |
QRG Capital Management, Inc.
QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The company is based in Chicago, IL. The CEO of the company is William C. Crager. | Finance |
Envestnet Portfolio Solutions, Inc.
Envestnet Portfolio Solutions, Inc. Investment ManagersFinance Part of Envestnet, Inc., Envestnet Portfolio Solutions, Inc. is a company that offers a connected ecosystem of solutions, intelligence, and technologies to help financial professionals make sense of their clients' finances. The company is based in Boston, MA. Envestnet's ecosystem equips advisors with tools and resources to deliver impactful financial advice to their clients, streamlines processes, offers greater personalization, and provides an enhanced customer experience. The company's goal is to help financial professionals be more efficient and effective in their work, allowing them to focus on deepening client relationships. | Finance |
