Career
Kathryn Evans has been Chief Operations Officer of Envestnet Portfolio Solutions since January 2025. Kathryn Evans 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 Katie Evans as Chief Operations Officer. She joined Envestnet in 2011 through its acquisition of FundQuest, after working in operations there and at PFPC’s Retirement Division. She holds a B.A. from the College of the Holy Cross.
No adviser firm registrations are on Kathryn Evans’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 15 January 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 December 2024 |
| Series 24 | General Securities Principal Examination | 14 November 2024 |
| SIE | Securities Industry Essentials Examination | 24 August 2024 |
| Series 7TO | General Securities Representative Examination | 9 August 2024 |
| Series 7 | General Securities Representative Examination | 21 October 1996 |
- Name
- Operations Professional Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Kathryn Michele Evans
- CRD
- 2788543
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Kathryn Evans work?
Kathryn Evans has been Chief Operations Officer of Envestnet Portfolio Solutions, Inc. since January 2025, and is a control person of the firm.
Does Kathryn Evans have a current investment-adviser registration?
Kathryn Evans has a current broker registration and no current investment-adviser registration.
What exams has Kathryn Evans passed?
Kathryn Evans has passed 6 licensing exams: the Series 7, Series 7TO, SIE, Series 24, Series 63 and Series 99TO. The earliest, the Series 7, was passed in October 1996.
Leadership at Envestnet Portfolio Solutions
- Christopher ToddChief Executive Officer
- John HofmannChief Financial Officer
- Debra DevoeChief Compliance Officer
- Dana D'AuriaCo-CIO
- Shelly O'brienCorporate Secretary
- Brandon ThomasCo-CIO