Executive Managing Director
For the last 18 years, Mr. Bauer has served in Executive Leadership roles at Envestnet, one of the largest providers of unified wealth management technology and products to financial advisors and institutions. Their flagship product is an advisory platform that integrates the services and software used by financial advisors in wealth management. Currently, he is Executive Managing Director of Strategic Development for the firm, and prior to that held Managing Director roles in Strategic Partnerships and Client Implementations.
In 2016, Aaron was named a 40 Under 40 Personality by Investment News.