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Christopher Todd

Chief Executive Officer at Envestnet Portfolio Solutions

Officer recordForm ADV filed 30 June 2026

Christopher Todd is Chief Executive Officer of Envestnet Portfolio Solutions, Inc., a Berwyn investment adviser.

Career

Christopher Todd has been Chief Executive Officer of Envestnet Portfolio Solutions since February 2025. Christopher Todd is a control person of the firm and directly owns under 5% of it.

Envestnet Portfolio Solutions, Inc. is a Berwyn, PA firm with $17.3B under management, 60,663 clients and 178 advisers across 2 offices, as of its June 2026 filing.

Envestnet identifies Chris Todd as its Chief Executive Officer. He previously served as CEO of UKG and held senior executive positions at Blackbaud. He holds a B.A. in History and Government from Harvard University and a J.D. from Yale Law School.

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Christopher Todd is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Christopher Todd
CRD
2275948
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Christopher Todd work?

Christopher Todd has been Chief Executive Officer of Envestnet Portfolio Solutions, Inc. since February 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 June 2026

Leadership at Envestnet Portfolio Solutions

Sources

  1. IAPD individual lookup, CRD 2275948. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Envestnet Portfolio Solutions, Inc., filed 30 June 2026. Title, control and ownership bands.
  3. Official firm biography. Biography.

Retrieved 17 October 2026. The SEC record may have been amended since.

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