Shelly O'brien

Shelly O'brien has been Corporate Secretary of Envestnet Portfolio Solutions since September 2025. Shelly O'brien 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 Shelly O’Brien as Chief Legal Officer, General Counsel and Corporate Secretary. She joined in 2002 after serving as General Counsel and Director of Legal and Compliance for ING (U.S.) Securities, Futures & Options. She holds a B.A. in Political Science from Northwestern University, a J.D. from Mitchell Hamline School of Law, and an LL.M. in Taxation from the University of Illinois Chicago School of Law.

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

Individual registration and examination information for Shelly O'brien 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

Shelly O'brien

CRD

4520223

Record basis

Form ADV officer listing

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

• CTChristopher ToddChief Executive Officer
• JHJohn HofmannChief Financial Officer
• DDDebra DevoeChief Compliance Officer
• DDDana D'AuriaCo-CIO
• KEKathryn EvansChief Operations Officer
• BTBrandon ThomasCo-CIO