Profile
Judson T.
Bergman was the founder of Envestnet Asset Management, Inc. (founded in 1999) and Envestnet, Inc. (founded in 1999) where he held the titles of Chairman & Chief Executive Officer until 2019.
He was also the Chief Executive Officer & Director of FDx Advisors, Inc. from 2018 to 2019 and the Chief Executive Officer of MoneyGuide, Inc. He held the position of Managing Director at Nuveen Investments, Inc. from 1992 to 1996 and served as a Trustee for RS Investment Trust, RS Variable Products Trust, and The Field Museum of Natural History.
Mr. Bergman holds an MBA degree 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 Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Chief Executive Officer | 2019-10-02 |
| ENVESTNET, INC. | Chief Executive Officer | 2019-10-02 |
| RS Variable Products Trust | Director/Board Member | 2019-10-02 |
| RS Investment Trust | Director/Board Member | 2019-10-02 |
The Field Museum of Natural History
 The Field Museum of Natural History Other Consumer ServicesConsumer Services The Field Museum of Natural History houses biological and anthropological collections of specimens. It supports both informal and more structured public learning through exhibits and educational programs. Its curatorial and scientific staff conducts research on the fields of Anthropology, Biology, Geology, and Zoology. The Field Museum was founded in 1893 and is located in Chicago, Illinois. | Director/Board Member | 2019-10-02 |
Training of Jud Bergman
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| Wheaton College (Illinois) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| ENVESTNET, INC. | Technology Services |
| Private companies | 7 |
|---|---|
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 |
| RS Investment Trust | Miscellaneous |
| RS Variable Products Trust | Miscellaneous |
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Finance |
The Field Museum of Natural History
The Field Museum of Natural History Other Consumer ServicesConsumer Services The Field Museum of Natural History houses biological and anthropological collections of specimens. It supports both informal and more structured public learning through exhibits and educational programs. Its curatorial and scientific staff conducts research on the fields of Anthropology, Biology, Geology, and Zoology. The Field Museum was founded in 1893 and is located in Chicago, Illinois. | Consumer Services |
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 |
MoneyGuide, Inc.
 MoneyGuide, Inc. Investment ManagersFinance MoneyGuide, Inc. provides investment advisory services. The company is headquartered in the United States. | Finance |
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