William C. Crager

William C. Crager
Nationality American
Education Fairfield University, B.A.
Boston University, M.A.
Years active 1999–present
Employer Envestnet (NYSE: ENV)
Title President

William C. (Bill) Crager is an American businessman in the financial industry. Crager is the co-founder and President of Envestnet, a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions.[1]

Career

From 1990 to 1999, Crager worked at Rittenhouse Financial Services (acquired by Nuveen), eventually serving as a Managing Director and developing a widely recognized initiative that integrated value-added investor communications with a technology-driven client service platform.[2] From 1999 to the present, Crager has led Envestnet’s platform, product and marketing strategy as well as the company’s relationship engagements.[2]

The Managed Money Institute awarded Crager its 2015 Industry Pioneer Award, the organization’s highest honor, in recognition of his innovative leadership that has helped change the structure of the managed solutions industry by opening up a host of opportunities for independent financial advisors.[2]

Bibliography

Crager is the co-author with Jay Hummel, Managing Director of Strategic Initiatives and Thought Leadership at Envestnet, of The Essential Advisor: Building Value in the Investor-Advisor Relationship (2016, ISBN 978-1-119-26061-5), an insightful handbook for advisors looking to navigate the changing face of financial services.[3]

Education

Crager received a bachelor's degree in economics and English from Fairfield University in 1986, where he was a member of the Fairfield Stags men's lacrosse team and is currently a member of the Board of Trustees. He also received a master's degree in communications from Boston University in 1990.[1]

Personal

Crager, his wife Kathy and three children Will, Jane, and Katie reside in Berwyn, Pennsylvania. Crager is the owner of Buttonwood Farm and Stables, where he pursues his passion for horse racing.

References

  1. 1 2 "BloombergBusiness Executive Profile: William C. Crager". bloomberg.com. BloombergBusiness. Retrieved April 29, 2017.
  2. 1 2 3 "MMI Names Bill Crager as 2015 Pioneer for Contributions to the Evolution and Growth of Advisory Solutions". mminst.org. Retrieved April 29, 2017.
  3. ↑ "The Essential Advisor: Building Value in the Investor-Advisor Relationship". Wiley. Retrieved April 29, 2017.
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