Career
John Hofmann has been Chief Financial Officer of Envestnet Portfolio Solutions since September 2025. John Hofmann 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.
John Hofmann, Chief Financial Officer for Envestnet, effective September 1, 2025. Envestnet announced he would oversee finance, M&A and transformation. The release states he had most recently served as CFO at athenahealth and previously at Omnitracs and Infogroup; it also describes private-equity investment experience at Silver Lake Sumeru and GTCR.
The IAPD individual lookup on 18 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 John Hofmann 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
- John Hofmann
- CRD
- 8168130
- Record basis
- Form ADV officer listing
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does John Hofmann work?
John Hofmann has been Chief Financial Officer of Envestnet Portfolio Solutions, Inc. since September 2025, and is a control person of the firm.
Leadership at Envestnet Portfolio Solutions
- Christopher ToddChief Executive Officer
- Debra DevoeChief Compliance Officer
- Dana D'AuriaCo-CIO
- Kathryn EvansChief Operations Officer
- Shelly O'brienCorporate Secretary
- Brandon ThomasCo-CIO