---
title: "ENVESTNET ASSET MANAGEMENT GROUP INC — Ownership Dossier"
canonical: https://whiteintel.dev/entity/0a4bfe62-c8e6-5222-8470-e5b39b2a3380
json: https://whiteintel.dev/api/public/dossier/0a4bfe62-c8e6-5222-8470-e5b39b2a3380
identifier: sec:0001337619
jurisdiction: US
risk: Low
source: WhiteIntel corporate-ownership graph
---

# ENVESTNET ASSET MANAGEMENT GROUP INC

**Type:** Company  
**Jurisdiction:** US  
**Identifier:** `sec:0001337619`  
**Risk level:** Low  
**Canonical dossier:** https://whiteintel.dev/entity/0a4bfe62-c8e6-5222-8470-e5b39b2a3380  
**Structured JSON / MCP:** https://whiteintel.dev/api/public/dossier/0a4bfe62-c8e6-5222-8470-e5b39b2a3380  

## Ownership & control

### Owners / controllers

- **ASMAR CHRISTIAN** (director) — https://whiteintel.dev/entity/a8a3b4dc-4fb9-5aec-9d26-41cc39c6fb89
- **O'BRIEN SHELLY** (officer) — https://whiteintel.dev/entity/4312a3fc-2f3b-559f-a8fe-41ac396143e8
- **WOLFE LAUREN TAYLOR** (director) — https://whiteintel.dev/entity/e45d205f-5669-5a7b-b387-27faa9bd463d
- **Smith Gregory A** (director) — https://whiteintel.dev/entity/9b106a00-9055-5cae-942c-65d044fa7e10
- **FOX JAMES L** (officer) — https://whiteintel.dev/entity/d3abc6a0-0143-5a04-946e-908834f8c8ff
- **COOPER BARRY D.** (officer) — https://whiteintel.dev/entity/7d2009df-4cf2-5be2-a117-c8de6f286fa6
- **TURNER BARBARA** (director) — https://whiteintel.dev/entity/a31bc65c-dfd7-5b71-93b3-b7b72967015f
- **WARREN JOSHUA** (officer) — https://whiteintel.dev/entity/327a2818-d209-56be-8017-c0851db81223
- **MAJOROS MATTHEW** (officer) — https://whiteintel.dev/entity/3b0d8775-21a6-5063-a904-34a5401c6c21
- **IMPACTIVE CAPITAL LLC** (director) — https://whiteintel.dev/entity/589fd7d6-a709-562a-ac5f-83d4bd37823d
- **FOX JAMES L** (director) — https://whiteintel.dev/entity/d3abc6a0-0143-5a04-946e-908834f8c8ff
- **IMPACTIVE CAPITAL LP** (director) — https://whiteintel.dev/entity/53381da8-d3dd-58e8-a6a3-377809c4f7ae
- **CROWELL GAYLE A** (director) — https://whiteintel.dev/entity/6b3815f2-2c65-5748-9f86-ecd4a7184a81
- **Mosley Valerie** (director) — https://whiteintel.dev/entity/85150a2e-5f21-50cf-b8a5-539861ec8f45
- **AGUILAR LUIS A** (director) — https://whiteintel.dev/entity/77a0addd-b63f-5931-a310-17e631128549
- **LANE WENDY E** (director) — https://whiteintel.dev/entity/5413d612-1639-5dbc-88be-09186814eeb3
- **CRAGER WILLIAM** (director) — https://whiteintel.dev/entity/4ba7c934-caa4-56d3-8429-e559d401236d
- **CRAGER WILLIAM** (officer) — https://whiteintel.dev/entity/4ba7c934-caa4-56d3-8429-e559d401236d
- **D'ARRIGO PETER** (officer) — https://whiteintel.dev/entity/3048c37d-105f-57a7-ba2f-9e03bb2c189f
- **CHAPIN ROSS K** (director) — https://whiteintel.dev/entity/63e6bf65-2177-5fbe-8bbb-c8a52b7ec5c0
- **DEPINA STUART** (officer) — https://whiteintel.dev/entity/f730ca1d-8537-57f4-9bc9-2dde588801d8
- **Arora Anil** (director) — https://whiteintel.dev/entity/64aab2d1-829f-51de-b5e7-82fad04349e4
- **THOMAS BRANDON** (officer) — https://whiteintel.dev/entity/ae358eda-c819-5c61-b23e-7055136db766
- **MAYER JOSHUA** (officer) — https://whiteintel.dev/entity/51a3954a-1800-562c-85df-43a2b46f5b71
- **GRINIS SCOTT D** (officer) — https://whiteintel.dev/entity/1cce2e68-31f3-5234-8e5f-4661bb7ac3c3
- **ROAME CHARLES** (director) — https://whiteintel.dev/entity/ce0d6b19-acaf-54c7-a509-b7f7882ea8b8
- **BERGMAN JUDSON** (officer) — https://whiteintel.dev/entity/76ff8372-ecc1-56c6-94f6-7a8ddeafc49f
- **BERGMAN JUDSON** (director) — https://whiteintel.dev/entity/76ff8372-ecc1-56c6-94f6-7a8ddeafc49f
- **Arora Anil** (officer) — https://whiteintel.dev/entity/64aab2d1-829f-51de-b5e7-82fad04349e4
- **BLACKROCK FINANCIAL MANAGEMENT INC/DE** (tenpercentowner) — https://whiteintel.dev/entity/ad85868c-d161-538a-9f19-8acbf9e2a841
- **BLACKROCK FINANCE, INC.** (tenpercentowner) — https://whiteintel.dev/entity/e33e404a-cd78-5114-93d8-59348dde984b
- **BLACKROCK HOLDCO 2, INC.** (tenpercentowner) — https://whiteintel.dev/entity/24f29d75-fa5e-5f5e-a44a-8686fa2d2d23
- **JOHNSON JAMES** (director) — https://whiteintel.dev/entity/0059369c-fe52-5fa6-aa04-b48d4d4d20fa
- **SISTERON YVES** (officer) — https://whiteintel.dev/entity/d0a7b5fa-5edd-5d1e-b100-0e1be38a442b
- **Egan Cynthia** (officer) — https://whiteintel.dev/entity/0304c2e7-c935-59c3-a56f-c32bc9431033
- **SISTERON YVES** (director) — https://whiteintel.dev/entity/d0a7b5fa-5edd-5d1e-b100-0e1be38a442b
- **Egan Cynthia** (director) — https://whiteintel.dev/entity/0304c2e7-c935-59c3-a56f-c32bc9431033
- **HAWN GATES HELMS** (other) — https://whiteintel.dev/entity/8a3fbad0-0a12-5872-9c5d-e2a555bc9f1b
- **HAWN GATES HELMS** (director) — https://whiteintel.dev/entity/8a3fbad0-0a12-5872-9c5d-e2a555bc9f1b
- **KOONTZ PAUL G** (other) — https://whiteintel.dev/entity/463f1b6d-3cd0-5312-9e45-c0cb36370ddf
- **GRP II PARTNERS, L.P.** (tenpercentowner) — https://whiteintel.dev/entity/ebacf406-1757-51f3-9480-cb50b5010f24
- **AOS PARTNERS, LP** (tenpercentowner) — https://whiteintel.dev/entity/64156739-f4d4-59da-898c-ca2b3892ed9b
- **GRP II INVESTORS, L.P.** (tenpercentowner) — https://whiteintel.dev/entity/3d268182-3d93-565d-9b55-55c0ebebd6de
- **KOONTZ PAUL G** (director) — https://whiteintel.dev/entity/463f1b6d-3cd0-5312-9e45-c0cb36370ddf
- **GRPVC, L.P.** (tenpercentowner) — https://whiteintel.dev/entity/c604f430-9b29-5888-bdc7-204919107252
- **TENNANT CHARLES FLOYD** (other) — https://whiteintel.dev/entity/035ae954-fe9b-555e-a29b-0d13252a3ebd
- **TENNANT CHARLES FLOYD** (officer) — https://whiteintel.dev/entity/035ae954-fe9b-555e-a29b-0d13252a3ebd
- **SISTERON YVES** (tenpercentowner) — https://whiteintel.dev/entity/d0a7b5fa-5edd-5d1e-b100-0e1be38a442b
- **ENVESTNET GROUP INC** (tenpercentowner) — https://whiteintel.dev/entity/d4b9d7ec-f8ac-5806-8ee9-af4b01da7caf
- **ENVESTNET GROUP INC** (other) — https://whiteintel.dev/entity/d4b9d7ec-f8ac-5806-8ee9-af4b01da7caf

### UBO chain (walk to the ultimate owner)

1. **ASMAR CHRISTIAN** — director → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **O'BRIEN SHELLY** — officer → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **WOLFE LAUREN TAYLOR** — director → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **Smith Gregory A** — director → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **FOX JAMES L** — officer → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **COOPER BARRY D.** — officer → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **TURNER BARBARA** — director → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **WARREN JOSHUA** — officer → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **MAJOROS MATTHEW** — officer → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **IMPACTIVE CAPITAL LLC** — director → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **FOX JAMES L** — director → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **IMPACTIVE CAPITAL LP** — director → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **CROWELL GAYLE A** — director → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **Mosley Valerie** — director → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **AGUILAR LUIS A** — director → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **LANE WENDY E** — director → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **CRAGER WILLIAM** — director → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **CRAGER WILLIAM** — officer → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **D'ARRIGO PETER** — officer → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **CHAPIN ROSS K** — director → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **DEPINA STUART** — officer → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **Arora Anil** — director → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **THOMAS BRANDON** — officer → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **MAYER JOSHUA** — officer → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **GRINIS SCOTT D** — officer → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **ROAME CHARLES** — director → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **BERGMAN JUDSON** — officer → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **BERGMAN JUDSON** — director → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **Arora Anil** — officer → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **BLACKROCK FINANCIAL MANAGEMENT INC/DE** — tenpercentowner → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **BLACKROCK FINANCE, INC.** — tenpercentowner → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **BLACKROCK HOLDCO 2, INC.** — tenpercentowner → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **JOHNSON JAMES** — director → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **SISTERON YVES** — officer → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **Egan Cynthia** — officer → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **SISTERON YVES** — director → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **Egan Cynthia** — director → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **HAWN GATES HELMS** — other → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **HAWN GATES HELMS** — director → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **KOONTZ PAUL G** — other → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **GRP II PARTNERS, L.P.** — tenpercentowner → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **AOS PARTNERS, LP** — tenpercentowner → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **GRP II INVESTORS, L.P.** — tenpercentowner → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **KOONTZ PAUL G** — director → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **GRPVC, L.P.** — tenpercentowner → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **TENNANT CHARLES FLOYD** — other → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **TENNANT CHARLES FLOYD** — officer → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **SISTERON YVES** — tenpercentowner → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **ENVESTNET GROUP INC** — tenpercentowner → *ENVESTNET ASSET MANAGEMENT GROUP INC*
1. **ENVESTNET GROUP INC** — other → *ENVESTNET ASSET MANAGEMENT GROUP INC*
2. **DUNN KENNETH B** — director → *BLACKROCK HOLDCO 2, INC.*
2. **ROBINSON LINDA GOSDEN** — director → *BLACKROCK HOLDCO 2, INC.*
2. **CONNOLLY ROBERT** — officer → *BLACKROCK HOLDCO 2, INC.*
2. **NICKELL FRANK T** — director → *BLACKROCK HOLDCO 2, INC.*
2. **FINK LAURENCE** — officer → *BLACKROCK HOLDCO 2, INC.*
2. **FELICIANI JOSEPH** — officer → *BLACKROCK HOLDCO 2, INC.*
2. **SCHLOSSTEIN RALPH** — officer → *BLACKROCK HOLDCO 2, INC.*
2. **SCHLOSSTEIN RALPH** — director → *BLACKROCK HOLDCO 2, INC.*
2. **DAMMERMAN DENNIS D** — director → *BLACKROCK HOLDCO 2, INC.*
2. **ALBERTINI WILLIAM O** — director → *BLACKROCK HOLDCO 2, INC.*
2. **GROSFELD JAMES** — director → *BLACKROCK HOLDCO 2, INC.*
2. **BULLER STEVEN E** — officer → *BLACKROCK HOLDCO 2, INC.*
2. **GERBER MURRY** — director → *BLACKROCK HOLDCO 2, INC.*
2. **PNC BANCORP INC.** — tenpercentowner → *BLACKROCK HOLDCO 2, INC.*
2. **OBRIEN THOMAS H** — director → *BLACKROCK HOLDCO 2, INC.*
2. **FINK LAURENCE** — director → *BLACKROCK HOLDCO 2, INC.*
2. **WAGNER SUSAN** — officer → *BLACKROCK HOLDCO 2, INC.*
2. **KAPITO ROBERT** — officer → *BLACKROCK HOLDCO 2, INC.*
2. **KOMANSKY DAVID H** — director → *BLACKROCK HOLDCO 2, INC.*
2. **NOVICK BARBARA** — officer → *BLACKROCK HOLDCO 2, INC.*
2. **HALLAC CHARLES** — officer → *BLACKROCK HOLDCO 2, INC.*
2. **GOLUB BENNETT** — officer → *BLACKROCK HOLDCO 2, INC.*
2. **ANDERSON KEITH** — officer → *BLACKROCK HOLDCO 2, INC.*
2. **Nixon Gordon M.** — director → *BLACKROCK FINANCE, INC.*
2. **WIEDMAN MARK** — officer → *BLACKROCK FINANCE, INC.*
2. **WAGNER SUSAN** — director → *BLACKROCK FINANCE, INC.*
2. **Johnson Margaret L** — director → *BLACKROCK FINANCE, INC.*
2. **KAPITO ROBERT** — officer → *BLACKROCK FINANCE, INC.*
2. **KAPITO ROBERT** — director → *BLACKROCK FINANCE, INC.*
2. **Freda Fabrizio** — director → *BLACKROCK FINANCE, INC.*
2. **Vestberg Hans Erik** — director → *BLACKROCK FINANCE, INC.*
2. **FINK LAURENCE** — director → *BLACKROCK FINANCE, INC.*
2. **Nasser Amin H.** — director → *BLACKROCK FINANCE, INC.*
2. **Robbins Charles** — director → *BLACKROCK FINANCE, INC.*
2. **Slim Domit Marco Antonio** — director → *BLACKROCK FINANCE, INC.*
2. **FORD WILLIAM E** — director → *BLACKROCK FINANCE, INC.*
2. **PECK KRISTIN C** — director → *BLACKROCK FINANCE, INC.*
2. **Daley Pamela** — director → *BLACKROCK FINANCE, INC.*
2. **Kushel J. Richard** — officer → *BLACKROCK FINANCE, INC.*
2. **FINK LAURENCE** — officer → *BLACKROCK FINANCE, INC.*
2. **ALSAAD BADER M.** — director → *BLACKROCK FINANCE, INC.*
2. **Heller Caroline** — officer → *BLACKROCK FINANCE, INC.*
2. **GERBER MURRY** — director → *BLACKROCK FINANCE, INC.*
2. **Meade Christopher J.** — officer → *BLACKROCK FINANCE, INC.*
2. **Goldstein Robert L.** — officer → *BLACKROCK FINANCE, INC.*
2. **Comerchero Marc D.** — officer → *BLACKROCK FINANCE, INC.*
2. **Cohen Stephen** — officer → *BLACKROCK FINANCE, INC.*
2. **Lord Rachel** — officer → *BLACKROCK FINANCE, INC.*
2. **Small Martin** — officer → *BLACKROCK FINANCE, INC.*
2. **WILSON MARK A** — director → *BLACKROCK FINANCE, INC.*
2. **MILLS CHERYL D** — director → *BLACKROCK FINANCE, INC.*
2. **SHEDLIN GARY** — officer → *BLACKROCK FINANCE, INC.*
2. **MEHTA MANISH** — officer → *BLACKROCK FINANCE, INC.*
2. **MCCOMBE MARK** — officer → *BLACKROCK FINANCE, INC.*
2. **FORD BETH** — director → *BLACKROCK FINANCE, INC.*
2. **EINHORN JESSICA P** — director → *BLACKROCK FINANCE, INC.*
2. **CABIALLAVETTA MATHIS** — director → *BLACKROCK FINANCE, INC.*
2. **BUCKINGHAM GERALDINE** — officer → *BLACKROCK FINANCE, INC.*
2. **PNC BANCORP INC.** — tenpercentowner → *BLACKROCK FINANCE, INC.*
2. **SEIDENBERG IVAN G** — director → *BLACKROCK FINANCE, INC.*
2. **FAIRBAIRN ROBERT W** — officer → *BLACKROCK FINANCE, INC.*
2. **MAUGHAN DERYCK C** — director → *BLACKROCK FINANCE, INC.*
2. **SMITH JEFF A** — officer → *BLACKROCK FINANCE, INC.*
2. **STORK RYAN** — officer → *BLACKROCK FINANCE, INC.*
2. **GROSFELD JAMES** — director → *BLACKROCK FINANCE, INC.*
2. **AL-HAMAD ABDLATIF YOUSEF** — director → *BLACKROCK FINANCE, INC.*
2. **KOMANSKY DAVID H** — director → *BLACKROCK FINANCE, INC.*
2. **VARLEY JOHN S.** — director → *BLACKROCK FINANCE, INC.*
2. **OBRIEN THOMAS H** — director → *BLACKROCK FINANCE, INC.*
2. **BLUMER DAVID** — officer → *BLACKROCK FINANCE, INC.*
2. **DEMCHAK WILLIAM S** — director → *BLACKROCK FINANCE, INC.*
2. **FELICIANI JOSEPH** — officer → *BLACKROCK FINANCE, INC.*
2. **MALLOW MATTHEW J.** — officer → *BLACKROCK FINANCE, INC.*
2. **HALLAC CHARLES** — officer → *BLACKROCK FINANCE, INC.*
2. **DAMMERMAN DENNIS D** — director → *BLACKROCK FINANCE, INC.*
2. **Montag Thomas K.** — director → *BLACKROCK FINANCE, INC.*
2. **PETACH ANN MARIE** — officer → *BLACKROCK FINANCE, INC.*
2. **CHARRINGTON N. JAMES** — officer → *BLACKROCK FINANCE, INC.*
2. **BARCLAYS BANK PLC** — directorother → *BLACKROCK FINANCE, INC.*
2. **BARCLAYS BANK PLC** — director → *BLACKROCK FINANCE, INC.*
2. **ROBINSON LINDA GOSDEN** — officer → *BLACKROCK FINANCE, INC.*
2. **GOLUB BENNETT** — officer → *BLACKROCK FINANCE, INC.*
2. **WAGNER SUSAN** — officer → *BLACKROCK FINANCE, INC.*
2. **WILSON KENDRICK R III** — officer → *BLACKROCK FINANCE, INC.*
2. **BANK OF AMERICA CORP /DE/** — director → *BLACKROCK FINANCE, INC.*
2. **CONNOLLY ROBERT** — officer → *BLACKROCK FINANCE, INC.*
2. **ROBINSON LINDA GOSDEN** — director → *BLACKROCK FINANCE, INC.*
2. **DUNN KENNETH B** — director → *BLACKROCK FINANCE, INC.*
2. **BHAGAT ROHIT** — officer → *BLACKROCK FINANCE, INC.*
2. **LINSZ MARK D.** — director → *BLACKROCK FINANCE, INC.*
2. **GROSSMAN BLAKE R.** — officer → *BLACKROCK FINANCE, INC.*
2. **Diamond Robert E. Jr.** — director → *BLACKROCK FINANCE, INC.*
2. **KRAWCHECK SALLIE** — director → *BLACKROCK FINANCE, INC.*
2. **DOLL ROBERT C JR** — director → *BLACKROCK FINANCE, INC.*
2. **BANK OF AMERICA CORP /DE/** — tenpercentowner → *BLACKROCK FINANCE, INC.*
2. **MOYNIHAN BRIAN T** — director → *BLACKROCK FINANCE, INC.*
2. **SONTAG DANIEL C.** — director → *BLACKROCK FINANCE, INC.*
2. **MERRILL LYNCH & CO INC** — tenpercentowner → *BLACKROCK FINANCE, INC.*
2. **MERRILL LYNCH GROUP, INC.** — tenpercentowner → *BLACKROCK FINANCE, INC.*
2. **MERRILL LYNCH BANK & TRUST CO FSB** — tenpercentowner → *BLACKROCK FINANCE, INC.*
2. **MERRILL LYNCH, PIERCE, FENNER & SMITH INC.** — tenpercentowner → *BLACKROCK FINANCE, INC.*
2. **MERRILL LYNCH GROUP, INC.** — director → *BLACKROCK FINANCE, INC.*
2. **PRINCETON SERVICES, INC.** — tenpercentowner → *BLACKROCK FINANCE, INC.*
2. **MERRILL LYNCH BANK & TRUST CO FSB** — director → *BLACKROCK FINANCE, INC.*
2. **MERRILL LYNCH & CO INC** — director → *BLACKROCK FINANCE, INC.*
2. **MERRILL LYNCH, PIERCE, FENNER & SMITH INC.** — director → *BLACKROCK FINANCE, INC.*
2. **MERRILL LYNCH INVESTMENT MANAGERS LP** — tenpercentowner → *BLACKROCK FINANCE, INC.*
2. **PRINCETON ADMINISTRATORS LP** — tenpercentowner → *BLACKROCK FINANCE, INC.*
2. **FUND ASSET MANAGEMENT LP** — tenpercentowner → *BLACKROCK FINANCE, INC.*
2. **AUDET PAUL** — officer → *BLACKROCK FINANCE, INC.*
2. **ALBERTINI WILLIAM O** — director → *BLACKROCK FINANCE, INC.*
2. **AMERO SCOTT** — officer → *BLACKROCK FINANCE, INC.*
2. **NOVICK BARBARA** — officer → *BLACKROCK FINANCE, INC.*
2. **THAIN JOHN A** — director → *BLACKROCK FINANCE, INC.*
2. **DOLL ROBERT C JR** — officer → *BLACKROCK FINANCE, INC.*
2. **ANDERSON KEITH** — officer → *BLACKROCK FINANCE, INC.*
2. **BULLER STEVEN E** — officer → *BLACKROCK FINANCE, INC.*
2. **ROHR JAMES E** — director → *BLACKROCK FINANCE, INC.*
2. **SCHLOSSTEIN RALPH** — director → *BLACKROCK FINANCE, INC.*
2. **SCHLOSSTEIN RALPH** — officer → *BLACKROCK FINANCE, INC.*
2. **NICKELL FRANK T** — other → *BLACKROCK FINANCE, INC.*
2. **ONEAL E STANLEY** — director → *BLACKROCK FINANCE, INC.*
2. **FLEMING GREGORY J** — director → *BLACKROCK FINANCE, INC.*
3. **MOYNIHAN BRIAN T** — officer → *BANK OF AMERICA CORP /DE/*
3. **Okpara Johnbull** — officer → *BANK OF AMERICA CORP /DE/*
3. **Nguyen Thong M** — officer → *BANK OF AMERICA CORP /DE/*
3. **Mensah Bernard A** — officer → *BANK OF AMERICA CORP /DE/*
3. **Knox Kathleen A.** — officer → *BANK OF AMERICA CORP /DE/*
3. **Greener Geoffrey S** — officer → *BANK OF AMERICA CORP /DE/*
3. **Bronstein Sheri B.** — officer → *BANK OF AMERICA CORP /DE/*
3. **Borthwick Alastair M** — officer → *BANK OF AMERICA CORP /DE/*
3. **Athanasia Dean C** — officer → *BANK OF AMERICA CORP /DE/*
3. **MOYNIHAN BRIAN T** — officer → *BANK OF AMERICA CORP /DE/*
3. **Thompson Bruce R.** — officer → *BANK OF AMERICA CORP /DE/*
3. **Scrivener Thomas M** — officer → *BANK OF AMERICA CORP /DE/*
3. **Schimpf Eric A.** — officer → *BANK OF AMERICA CORP /DE/*
3. **Nguyen Thong M** — officer → *BANK OF AMERICA CORP /DE/*
3. **Mogensen Lauren A** — officer → *BANK OF AMERICA CORP /DE/*
3. **Mensah Bernard A** — officer → *BANK OF AMERICA CORP /DE/*
3. **Koder Matthew M** — officer → *BANK OF AMERICA CORP /DE/*
3. **Knox Kathleen A.** — officer → *BANK OF AMERICA CORP /DE/*
3. **Hans Lindsay D.** — officer → *BANK OF AMERICA CORP /DE/*
3. **Greener Geoffrey S** — officer → *BANK OF AMERICA CORP /DE/*
3. **DeMare James P** — officer → *BANK OF AMERICA CORP /DE/*
3. **Bronstein Sheri B.** — officer → *BANK OF AMERICA CORP /DE/*
3. **Borthwick Alastair M** — officer → *BANK OF AMERICA CORP /DE/*
3. **Boland Darrin Steve** — officer → *BANK OF AMERICA CORP /DE/*
3. **Bless Rudolf A.** — officer → *BANK OF AMERICA CORP /DE/*
3. **Bhasin Aditya** — officer → *BANK OF AMERICA CORP /DE/*
3. **Athanasia Dean C** — officer → *BANK OF AMERICA CORP /DE/*
3. **MOYNIHAN BRIAN T** — officer → *BANK OF AMERICA CORP /DE/*
3. **Thompson Bruce R.** — officer → *BANK OF AMERICA CORP /DE/*
3. **Scrivener Thomas M** — officer → *BANK OF AMERICA CORP /DE/*
3. **Schimpf Eric A.** — officer → *BANK OF AMERICA CORP /DE/*
3. **Nguyen Thong M** — officer → *BANK OF AMERICA CORP /DE/*
3. **Mogensen Lauren A** — officer → *BANK OF AMERICA CORP /DE/*
3. **Mensah Bernard A** — officer → *BANK OF AMERICA CORP /DE/*
3. **Koder Matthew M** — officer → *BANK OF AMERICA CORP /DE/*
3. **Martinez Maria** — director → *BANK OF AMERICA CORP /DE/*
3. **Knox Kathleen A.** — officer → *BANK OF AMERICA CORP /DE/*
3. **Hans Lindsay D.** — officer → *BANK OF AMERICA CORP /DE/*
3. **Greener Geoffrey S** — officer → *BANK OF AMERICA CORP /DE/*
3. **DeMare James P** — officer → *BANK OF AMERICA CORP /DE/*
3. **Bronstein Sheri B.** — officer → *BANK OF AMERICA CORP /DE/*
3. **Borthwick Alastair M** — officer → *BANK OF AMERICA CORP /DE/*
3. **Boland Darrin Steve** — officer → *BANK OF AMERICA CORP /DE/*
3. **Bless Rudolf A.** — officer → *BANK OF AMERICA CORP /DE/*
3. **Bhasin Aditya** — officer → *BANK OF AMERICA CORP /DE/*
3. **Athanasia Dean C** — officer → *BANK OF AMERICA CORP /DE/*
3. **MOYNIHAN BRIAN T** — officer → *BANK OF AMERICA CORP /DE/*
3. **Martinez Maria** — director → *BANK OF AMERICA CORP /DE/*
3. **Martinez Maria** — director → *BANK OF AMERICA CORP /DE/*
3. **Greener Geoffrey S** — officer → *BANK OF AMERICA CORP /DE/*
3. **Nguyen Thong M** — officer → *BANK OF AMERICA CORP /DE/*
3. **MOYNIHAN BRIAN T** — officer → *BANK OF AMERICA CORP /DE/*
3. **JONES W STEVEN** — director → *BANK OF AMERICA CORP /DE/*
3. **NEIL COTTY** — officer → *BANK OF AMERICA CORP /DE/*
3. **DESOER BARBARA J** — officer → *BANK OF AMERICA CORP /DE/*
3. **MAY THOMAS J** — director → *BANK OF AMERICA CORP /DE/*
3. **FRANKS TOMMY GENERAL (RET)** — director → *BANK OF AMERICA CORP /DE/*
3. **DEMOLINA ALVARO G** — officer → *BANK OF AMERICA CORP /DE/*
3. **LEWIS KENNETH D** — officer → *BANK OF AMERICA CORP /DE/*
3. **TILLMAN ROBERT L** — director → *BANK OF AMERICA CORP /DE/*
3. **SPANGLER MEREDITH R** — director → *BANK OF AMERICA CORP /DE/*
3. **RYAN THOMAS M** — director → *BANK OF AMERICA CORP /DE/*
3. **WARD JACKIE M** — director → *BANK OF AMERICA CORP /DE/*
3. **ROMERO EDWARD L** — director → *BANK OF AMERICA CORP /DE/*
3. **MCGEE LIAM E** — officer → *BANK OF AMERICA CORP /DE/*
3. **BRAMBLE FRANK P** — director → *BANK OF AMERICA CORP /DE/*
3. **LEWIS KENNETH D** — director → *BANK OF AMERICA CORP /DE/*
3. **BARNET WILLIAM III** — director → *BANK OF AMERICA CORP /DE/*
3. **TAYLOR R EUGENE** — officer → *BANK OF AMERICA CORP /DE/*
3. **MOYNIHAN BRIAN T** — officer → *BANK OF AMERICA CORP /DE/*
3. **BRINKLEY AMY WOODS** — officer → *BANK OF AMERICA CORP /DE/*
3. **COKER CHARLES W** — director → *BANK OF AMERICA CORP /DE/*
3. **ROSE CLAYTON STUART** — director → *BANK OF AMERICA CORP /DE/*
3. **DONALD ARNOLD W** — director → *BANK OF AMERICA CORP /DE/*
3. **Martinez Maria** — director → *BANK OF AMERICA CORP /DE/*
3. **BANC OF AMERICA PREFERRED FUNDING CORP** — tenpercentowner → *BANK OF AMERICA CORP /DE/*
3. **NOWELL LIONEL L III** — director → *BANK OF AMERICA CORP /DE/*
3. **ZUBER MARIA T** — director → *BANK OF AMERICA CORP /DE/*
3. **Ramos Denise L** — director → *BANK OF AMERICA CORP /DE/*
3. **ALMEIDA JOSE E** — director → *BANK OF AMERICA CORP /DE/*
3. **MOYNIHAN BRIAN T** — director → *BANK OF AMERICA CORP /DE/*
3. **WOODS THOMAS D** — director → *BANK OF AMERICA CORP /DE/*
3. **Greener Geoffrey S** — officer → *BANK OF AMERICA CORP /DE/*
3. **BANK OF AMERICA CORP /DE/** — tenpercentowner → *BANK OF AMERICA CORP /DE/*
3. **DE WECK PIERRE J.P.** — director → *BANK OF AMERICA CORP /DE/*
3. **Allen Sharon L.** — director → *BANK OF AMERICA CORP /DE/*
3. **WHITE MICHAEL D** — director → *BANK OF AMERICA CORP /DE/*
3. **LOZANO MONICA C** — director → *BANK OF AMERICA CORP /DE/*
3. **Thompson Bruce R.** — officer → *BANK OF AMERICA CORP /DE/*
3. **DeMare James P** — officer → *BANK OF AMERICA CORP /DE/*
3. **Borthwick Alastair M** — officer → *BANK OF AMERICA CORP /DE/*
3. **Mensah Bernard A** — officer → *BANK OF AMERICA CORP /DE/*
3. **GOPALKRISHNAN HARI** — officer → *BANK OF AMERICA CORP /DE/*
3. **Okpara Johnbull** — officer → *BANK OF AMERICA CORP /DE/*
3. **Scrivener Thomas M** — officer → *BANK OF AMERICA CORP /DE/*
3. **Nguyen Thong M** — officer → *BANK OF AMERICA CORP /DE/*
3. **Bronstein Sheri B.** — officer → *BANK OF AMERICA CORP /DE/*
3. **Athanasia Dean C** — officer → *BANK OF AMERICA CORP /DE/*
3. **Mogensen Lauren A** — officer → *BANK OF AMERICA CORP /DE/*
3. **Schimpf Eric A.** — officer → *BANK OF AMERICA CORP /DE/*
3. **Hans Lindsay D.** — officer → *BANK OF AMERICA CORP /DE/*
3. **HUDSON LINDA P** — director → *BANK OF AMERICA CORP /DE/*
3. **Knox Kathleen A.** — officer → *BANK OF AMERICA CORP /DE/*
3. **Bhasin Aditya** — officer → *BANK OF AMERICA CORP /DE/*
3. **Bless Rudolf A.** — officer → *BANK OF AMERICA CORP /DE/*
3. **Koder Matthew M** — officer → *BANK OF AMERICA CORP /DE/*
3. **Boland Darrin Steve** — officer → *BANK OF AMERICA CORP /DE/*
3. **BUFFETT WARREN E** — tenpercentowner → *BANK OF AMERICA CORP /DE/*
3. **BERKSHIRE HATHAWAY INC** — tenpercentowner → *BANK OF AMERICA CORP /DE/*
3. **DONOFRIO PAUL M** — officer → *BANK OF AMERICA CORP /DE/*
3. **Sieg Andrew M.** — officer → *BANK OF AMERICA CORP /DE/*
3. **YOST R DAVID** — director → *BANK OF AMERICA CORP /DE/*
3. **BESSANT CATHERINE P** — officer → *BANK OF AMERICA CORP /DE/*
3. **SMITH ANDREA B** — officer → *BANK OF AMERICA CORP /DE/*
3. **BIES SUSAN S.** — director → *BANK OF AMERICA CORP /DE/*
3. **LEITCH DAVID G** — officer → *BANK OF AMERICA CORP /DE/*
3. **Montag Thomas K.** — officer → *BANK OF AMERICA CORP /DE/*
3. **BOVENDER JACK O JR** — director → *BANK OF AMERICA CORP /DE/*
3. **LAUGHLIN TERRENCE P** — officer → *BANK OF AMERICA CORP /DE/*
3. **YNOFACE HOLDINGS INC** — other → *BANK OF AMERICA CORP /DE/*
3. **GIFFORD CHARLES K** — director → *BANK OF AMERICA CORP /DE/*
3. **DARNELL DAVID C.** — officer → *BANK OF AMERICA CORP /DE/*
3. **LYNCH GARY G** — officer → *BANK OF AMERICA CORP /DE/*
3. **HOLLIDAY CHARLES O JR** — director → *BANK OF AMERICA CORP /DE/*
3. **ROSSOTTI CHARLES O** — director → *BANK OF AMERICA CORP /DE/*
3. **COLBERT VIRGIS** — director → *BANK OF AMERICA CORP /DE/*
3. **POWELL DONALD E** — director → *BANK OF AMERICA CORP /DE/*
3. **AMBANI MUKESH D.** — director → *BANK OF AMERICA CORP /DE/*
3. **SCULLY ROBERT W** — director → *BANK OF AMERICA CORP /DE/*
3. **O'KEEFE EDWARD P.** — officer → *BANK OF AMERICA CORP /DE/*
3. **Sturzenegger Ron D.** — officer → *BANK OF AMERICA CORP /DE/*
3. **PRICE JOE L** — officer → *BANK OF AMERICA CORP /DE/*
3. **DOMINICK PAULA ANN** — officer → *BANK OF AMERICA CORP /DE/*
3. **KRAWCHECK SALLIE** — officer → *BANK OF AMERICA CORP /DE/*
3. **JONES D PAUL JR** — director → *BANK OF AMERICA CORP /DE/*
3. **NOSKI CHARLES H** — officer → *BANK OF AMERICA CORP /DE/*
3. **BOARDMAN WILLIAM P** — director → *BANK OF AMERICA CORP /DE/*
3. **BANK OF AMERICA NA** — tenpercentowner → *BANK OF AMERICA CORP /DE/*
3. **BLUE RIDGE INVESTMENTS, L.L.C.** — tenpercentowner → *BANK OF AMERICA CORP /DE/*
3. **CURL GREGORY L** — officer → *BANK OF AMERICA CORP /DE/*
3. **MASSEY WALTER E** — director → *BANK OF AMERICA CORP /DE/*
3. **COUNTRYMAN GARY L** — director → *BANK OF AMERICA CORP /DE/*
3. **SLOAN JR O TEMPLE** — director → *BANK OF AMERICA CORP /DE/*
3. **COLLINS JOHN T** — director → *BANK OF AMERICA CORP /DE/*
3. **MITCHELL PATRICIA E** — director → *BANK OF AMERICA CORP /DE/*
3. **PRUEHER JOSEPH W** — director → *BANK OF AMERICA CORP /DE/*
3. **THAIN JOHN A** — officer → *BANK OF AMERICA CORP /DE/*
3. **ROSATO CRAIG R** — officer → *BANK OF AMERICA CORP /DE/*
3. **STRUTHERS RICHARD K** — officer → *BANK OF AMERICA CORP /DE/*
3. **HAMMONDS BRUCE L** — officer → *BANK OF AMERICA CORP /DE/*
3. **BANKS KEITH T** — officer → *BANK OF AMERICA CORP /DE/*
3. **FULTON PAUL** — director → *BANK OF AMERICA CORP /DE/*
3. **ONEAL E STANLEY** — director → *MERRILL LYNCH & CO INC*
3. **ROSSOTTI CHARLES O** — director → *MERRILL LYNCH & CO INC*
3. **GORMAN JAMES P** — other → *MERRILL LYNCH & CO INC*
3. **FLEMING GREGORY J** — officer → *MERRILL LYNCH & CO INC*
3. **DOLL ROBERT C JR** — officer → *MERRILL LYNCH & CO INC*
3. **KIM DO WOO** — officer → *MERRILL LYNCH & CO INC*
3. **CRIBIORE ALBERTO** — director → *MERRILL LYNCH & CO INC*
3. **ONEAL E STANLEY** — officer → *MERRILL LYNCH & CO INC*
3. **CODINA ARMANDO M** — director → *MERRILL LYNCH & CO INC*
3. **Edwards Jeffrey N** — officer → *MERRILL LYNCH & CO INC*
3. **MCCANN ROBERT J** — officer → *MERRILL LYNCH & CO INC*
3. **PETERS AULANA L** — director → *MERRILL LYNCH & CO INC*
3. **TOSI LAURENCE A** — officer → *MERRILL LYNCH & CO INC*
3. **FAKAHANY AHMASS L** — officer → *MERRILL LYNCH & CO INC*
3. **BERKERY ROSEMARY T** — officer → *MERRILL LYNCH & CO INC*
3. **NEUBURGER HEINZ JOACHIM** — director → *MERRILL LYNCH & CO INC*
3. **THAIN JOHN A** — director → *MERRILL LYNCH & CO INC*
3. **CHRIST CAROL T** — director → *MERRILL LYNCH & CO INC*
3. **JONAS JUDITH MAYHEW** — director → *MERRILL LYNCH & CO INC*
3. **COLBERT VIRGIS** — director → *MERRILL LYNCH & CO INC*
3. **PRUEHER JOSEPH W** — director → *MERRILL LYNCH & CO INC*
3. **Chai Nelson** — officer → *MERRILL LYNCH & CO INC*
3. **CARLIN GARY M.** — officer → *MERRILL LYNCH & CO INC*
3. **THAIN JOHN A** — officer → *MERRILL LYNCH & CO INC*
3. **REESE ANN N** — director → *MERRILL LYNCH & CO INC*
3. **CAIRNHILL INVESTMENTS (MAURITIUS) PTE LTD** — tenpercentowner → *MERRILL LYNCH & CO INC*
3. **FULLERTON MANAGEMENT PTE LTD** — tenpercentowner → *MERRILL LYNCH & CO INC*
3. **TEMASEK HOLDINGS (PRIVATE) LTD** — tenpercentowner → *MERRILL LYNCH & CO INC*
3. **Montag Thomas K.** — officer → *MERRILL LYNCH & CO INC*
3. **SANZONE THOMAS J.** — officer → *MERRILL LYNCH & CO INC*
3. **FINNEGAN JOHN D** — director → *MERRILL LYNCH & CO INC*
3. **FAKAHANY AHMASS L** — other → *MERRILL LYNCH & CO INC*
3. **HAYWARD CHRISTOPHER B** — officer → *MERRILL LYNCH & CO INC*
3. **CRIBIORE ALBERTO** — officer → *MERRILL LYNCH & CO INC*
3. **CONWAY JILL K** — director → *MERRILL LYNCH & CO INC*
3. **NEWBIGGING DAVID K** — director → *MERRILL LYNCH & CO INC*
4. **GUYMAN CHARLOTTE** — director → *BERKSHIRE HATHAWAY INC*
4. **Jain Ajit** — officer → *BERKSHIRE HATHAWAY INC*
4. **WITMER MERYL  B** — director → *BERKSHIRE HATHAWAY INC*
4. **WITMER MERYL  B** — director → *BERKSHIRE HATHAWAY INC*
4. **Jain Ajit** — officer → *BERKSHIRE HATHAWAY INC*
4. **GUYMAN CHARLOTTE** — director → *BERKSHIRE HATHAWAY INC*
4. **BUFFETT WARREN E** — director → *BERKSHIRE HATHAWAY INC*
4. **BUFFETT WARREN E** — tenpercentowner → *BERKSHIRE HATHAWAY INC*
4. **GATES WILLIAM H III** — director → *BERKSHIRE HATHAWAY INC*
4. **BUFFETT WARREN E** — officer → *BERKSHIRE HATHAWAY INC*
4. **O'Sullivan Michael J.** — officer → *BERKSHIRE HATHAWAY INC*
4. **CHANG CHARLES C** — officer → *BERKSHIRE HATHAWAY INC*
4. **GUYMAN CHARLOTTE** — director → *BERKSHIRE HATHAWAY INC*
4. **ABEL GREGORY** — officer → *BERKSHIRE HATHAWAY INC*
4. **Jain Ajit** — director → *BERKSHIRE HATHAWAY INC*
4. **ABEL GREGORY** — director → *BERKSHIRE HATHAWAY INC*
4. **Jain Ajit** — officer → *BERKSHIRE HATHAWAY INC*
4. **WITMER MERYL  B** — director → *BERKSHIRE HATHAWAY INC*
4. **MUNGER CHARLES T** — officer → *BERKSHIRE HATHAWAY INC*
4. **OLSON RONALD L** — director → *BERKSHIRE HATHAWAY INC*
4. **MUNGER CHARLES T** — director → *BERKSHIRE HATHAWAY INC*
4. **MURPHY THOMAS S JR** — director → *BERKSHIRE HATHAWAY INC*
4. **BUFFETT SUSAN A.** — director → *BERKSHIRE HATHAWAY INC*
4. **GOTTESMAN DAVID S** — director → *BERKSHIRE HATHAWAY INC*
4. **Davis Christopher C** — director → *BERKSHIRE HATHAWAY INC*
4. **CHENAULT KENNETH I** — director → *BERKSHIRE HATHAWAY INC*
4. **MURPHY THOMAS S** — director → *BERKSHIRE HATHAWAY INC*
4. **BURKE STEPHEN B** — director → *BERKSHIRE HATHAWAY INC*
4. **KEOUGH DONALD R /NY** — director → *BERKSHIRE HATHAWAY INC*
4. **BILL & MELINDA GATES FOUNDATION TRUST** — tenpercentowner → *BERKSHIRE HATHAWAY INC*
4. **DECKER SUSAN L** — director → *BERKSHIRE HATHAWAY INC*
4. **CHACE MALCOLM G** — director → *BERKSHIRE HATHAWAY INC*

---

_This is the markdown-for-agents view of the WhiteIntel dossier for **ENVESTNET ASSET MANAGEMENT GROUP INC**. Human view: https://whiteintel.dev/entity/0a4bfe62-c8e6-5222-8470-e5b39b2a3380 · Structured JSON: https://whiteintel.dev/api/public/dossier/0a4bfe62-c8e6-5222-8470-e5b39b2a3380._

_Risk levels are heuristic investigative leads, not legal determinations of beneficial ownership. Every claim carries a source; an absent edge means "not yet observed in current sources", not "does not exist"._