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Bill Crager
Director/Miembro de la Junta en
Fairfield University
.
Perfil
William C.
Crager was the founder of Envestnet, Inc., founded in 1999, where the title held was Chief Executive Officer & Director from 2020 to 2024.
Mr. Crager was also the founder of Envestnet Portfolio Solutions, Inc...
Mr. Crager previously served as Strategic Advisor at FDx Advisors, Inc. since 2024 and was a Trustee at Fairfield University.
Former positions include Chief Executive Officer at QRG Capital Management, Inc., Managing Director-Marketing & Client Services at Rittenhouse Asset Management, Inc., Director at Dynasty Financial Partners LLC, and Managing Director at Nuveen Investments, Inc. Education includes an undergraduate degree from Fairfield University, conferred in 1986.
Cargos activos de Bill Crager
| Empresas | Cargo | Inicio |
|---|---|---|
Fairfield University
 Fairfield University Other Consumer ServicesConsumer Services Functions as a College/University | Director/Miembro de la Junta | - |
FDx Advisors, Inc.
 FDx Advisors, Inc. Investment ManagersFinance FDx Advisors does not generally recommend investments in a particular type of security. Rather, the firm primarily offers recommendations on money managers and mutual funds to institutional clients who invest primarily in equity and fixed income securities. | Corporate Officer/Principal | 01/04/2024 |
Antiguos cargos conocidos de Bill Crager.
| Empresas | Cargo | Fin |
|---|---|---|
Envestnet Portfolio Solutions, Inc.
 Envestnet Portfolio Solutions, Inc. Investment ManagersFinance Provides investment advice | Director Ejecutivo | 01/04/2024 |
| ENVESTNET, INC. | Fundador | 31/03/2024 |
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Provides investment advice | Director Ejecutivo | 31/03/2024 |
Dynasty Financial Partners LLC
 Dynasty Financial Partners LLC Investment ManagersFinance Provides investment advice | Director/Miembro de la Junta | - |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Investment ManagersFinance Provides investment management and related services to institutional & individual investors | Corporate Officer/Principal | - |
Formación de Bill Crager.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
75
Relaciones de 1er grado
8
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 8 |
|---|---|
Nuveen Investments, Inc.
Nuveen Investments, Inc. Investment ManagersFinance Provides investment management and related services to institutional & individual investors | Finance |
Rittenhouse Asset Management, Inc.
 Rittenhouse Asset Management, Inc. Investment ManagersFinance Rittenhouse Asset Management actively manages equity, balanced and fixed-income portfolios concentrating on high quality, large-cap growth stocks and high-grade, intermediate-term bonds. Rittenhouse's Large-Cap Growth strategy focuses on large-cap companies with sustainable earnings growth, industry leadership, financial strength and proven management teams. They utilize a collaborative, team-oriented approach to stock selection and portfolio construction. Portfolio managers and research analysts perform disciplined, rigorous bottom-up fundamental research, seeking investment opportunities likely to deliver earnings growth and price appreciation over time. Stocks are monitored for changes to their risk-reward profiles and new investment opportunities. Portfolios are invested 95% or more in equities and contain 30 to 50 companies diversified by both sector and industry. The benchmark is the Russell 1000 Growth and the S&P 500. Rittenhouse's Large-Cap Balanced portfolio combines their growth equity discipline with a selection of quality fixed-income securities to provide further risk management. Their fixed-income research process determines their economic outlook and interest rate expectations and positions the portfolio accordingly with respect to average maturity and duration. Balanced portfolios generally maintain a 65 to 75 percent weighting in equities, including 30 to 50 companies diversified by sector and industry and high-quality, short- to intermediate-term bonds with maturities limited to 10 years. Benchmarks used include 65% Russell 1000 Growth/35% Lehman Brothers Government/Credit Intermediate Bond and 65% S&P 500/35% Lehman Brothers Government/Credit Intermediate Bond. | Finance |
Fairfield University
Fairfield University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Envestnet, Inc.
 Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform | Technology Services |
Dynasty Financial Partners LLC
Dynasty Financial Partners LLC Investment ManagersFinance Provides investment advice | Finance |
FDx Advisors, Inc.
FDx Advisors, Inc. Investment ManagersFinance FDx Advisors does not generally recommend investments in a particular type of security. Rather, the firm primarily offers recommendations on money managers and mutual funds to institutional clients who invest primarily in equity and fixed income securities. | Finance |
Envestnet Portfolio Solutions, Inc.
Envestnet Portfolio Solutions, Inc. Investment ManagersFinance Provides investment advice | Finance |
QRG Capital Management, Inc.
QRG Capital Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
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