Envestnet Retirement Solutions Team


Envestnet | Retirement Solutions (ERS), a subsidiary of Envestnet, Inc., provides retirement advisors with an integrated platform that combines one of the industry's leading practice management technology, research and due diligence, data aggregation, compliance tools, and intelligent managed account solutions. ERS leverages Envestnet's advanced capabilities and resources, along with its experience in investment research, portfolio construction, and investment management, to meet the specialized needs of each retirement plan stakeholder, from plan participants to sponsors, advisors to home offices, and record keepers to DCIOs.


Meet the ERS Team


Babu Sivadasan

Group President

Mr. Sivadasan provides leadership to Envestnet | Retirement Solutions, and is focused on guiding the Company’s vision, strategy as well as organizational and business development activities... [more...]

Scott Lee

Co-Founder/Senior Managing Director, Sales

Scott has nearly 30 years of experience in the retirement, wealth management, and technology industries. He is the CEO of FinaConnect Inc. His responsibilities are to implement...  [more...]

Robert Bernstein

Co-Founder/Senior Managing Director, Chief Investment Strategist

Mr. Bernstein is responsible for all fiduciary services and investment activities and chairs ERS’ Investment Policy Committee. He has over... [more...]

Ajay Agrawal

Chief Operations Officer

Mr. Agrawal has fifteen years of experience in the financial services industry. He joined Envestnet in 2002 and led the development of the Envestnet platform for... [more...]

Suma Vinod

Chief Technology Officer

As Chief Technology Officer at Envestnet Retirement Solutions, Ms. Vinod is responsible for product management, architecture and development of the ERS.... [more...]

Kelly Michel

Chief Marketing Officer

Kelly Michel has over 25 years experience in the Retirement Services industry serving in many capacities. She is currently Chief Marketing Officer for Envestnet Retirement... [more...]

Kishore Nair

Senior Vice President, Managing Director, ERS India

As head of the India office, Mr. Nair oversees the team responsible for Product Development and Operations. He spent over twenty ...  [more...]

Thomas Loch

Senior Vice President, Client Services

Mr. Loch has more than 30 years of retirement plan management and technology solutions experience. Before joining ERS...  [more...]

Khash Sarrafi

Senior Vice President, Compliance Solutions

Mr. Sarrafi brings extensive executive and board level experience in the retirement industry to ERS as part of its acquisition of Castle Rock...  [more...]

Michael Marr

Senior Vice President, Business Development

Mr. Marr is responsible for all operations and delivery of the ERS AXIS Platform. As co-founder of Castle Rock Innovations and technology...  [more...]

Ryan Clark, CIMA®, CMFC, AIF

Senior Vice President, Director, Fiduciary Services

Mr. Clark serves on the ERS investment committee responsible for monitoring qualitative manager due diligence and developing capital... [more...]

Mark Osmond

Managing Director

As a member of the ERS team, Mr. Osmond is liaison to all Envestnet Enterprise clients. Prior to joining the firm, Osmond had a 23-year...  [more...]

J. Gibson Watson, III, CIMA®

Vice Chairman, Investment Committee

Mr. Watson is Vice Chairman, Envestnet with responsibilities for working with the firm’s Envestnet | PMC division and for driving growth... [more...]

Babu Sunod

Vice President, Operations

Mr. Sunod is responsible for heading all activities related to the Operations and Technology support of the Company’s technology platform.... [more...]

Krishna Kumar

Vice President, Engineering

Krishna Kumar is VP of Engineering, where he applies his keen product development skills and software engineering skills to work.... [more...]

Venkatesh Prasad

Vice President, Analytics and Quality Assurance

Venkatesh Prasad has over 25 years experience in software development, working in industries like CAD, Power Systems, health and finance. Prasad has developed parallel... [more...]

Mark Griffith, CPC, AIFA®

Senior Vice President, Product Management

Mr. Griffith has over 30 years of experience in the retirement plan and investment consulting industry. Griffith was President and owner of the largest Third Party... [more...]

Ted Ponko, CFA®, ChFC®, CEBS

Vice President, Product Analyst

Ted Ponko joined KD Advisors as its Chief Investment Officer at its inception in 2010. He was the Senior Product Analyst with Klein Decisions,... [more...]

Craig Murray

Vice President, Product Management

Mr. Murray has over 25 years of experience in retirement, wealth management and software product development... [more...]

Kenan Avdic

Vice President, Compliance Solutions

Mr. Avdic has over 17 years of experience providing world-class software technology solutions in the financial... [more...]

Prasanth Gopi

Vice President, Technology

Mr. Gopi is a technologist with more than 13 years of experience in the retirement area. He joined Envestnet in 2002 and... [more...]

Interested in taking a look at ERS?