Bill Crager

Director/Board Member at

Fairfield University

62 year

75 connections

Finance

Consumer Services

Technology Services

Profile

William C.
Crager was the founder of Envestnet, Inc., founded in 1999, where the title held was Chief Executive Officer & Director from 2020 to 2024.
Mr. Crager was also the founder of Envestnet Portfolio Solutions, Inc...
Mr. Crager previously served as Strategic Advisor at FDx Advisors, Inc. since 2024 and was a Trustee at Fairfield University.
Former positions include Chief Executive Officer at QRG Capital Management, Inc., Managing Director-Marketing & Client Services at Rittenhouse Asset Management, Inc., Director at Dynasty Financial Partners LLC, and Managing Director at Nuveen Investments, Inc. Education includes an undergraduate degree from Fairfield University, conferred in 1986.

Bill Crager active positions

Companies	Position	Start
Fairfield University Fairfield University Other Consumer ServicesConsumer Services Functions as a College/University	Director/Board Member	-
FDx Advisors, Inc. FDx Advisors, Inc. Investment ManagersFinance FDx Advisors does not generally recommend investments in a particular type of security. Rather, the firm primarily offers recommendations on money managers and mutual funds to institutional clients who invest primarily in equity and fixed income securities.	Corporate Officer/Principal	01/04/2024

All active positions of Bill Crager

Former positions of Bill Crager

Companies	Position	End
Envestnet Portfolio Solutions, Inc. Envestnet Portfolio Solutions, Inc. Investment ManagersFinance Provides investment advice	Chief Executive Officer	01/04/2024
ENVESTNET, INC.	Founder	31/03/2024
QRG Capital Management, Inc. QRG Capital Management, Inc. Investment ManagersFinance Provides investment advice	Chief Executive Officer	31/03/2024
Dynasty Financial Partners LLC Dynasty Financial Partners LLC Investment ManagersFinance Provides investment advice	Director/Board Member	-
Nuveen Investments, Inc. Nuveen Investments, Inc. Investment ManagersFinance Provides investment management and related services to institutional & individual investors	Corporate Officer/Principal	-

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Linked companies

Private companies	8
Nuveen Investments, Inc. Nuveen Investments, Inc. Investment ManagersFinance Provides investment management and related services to institutional & individual investors	Finance
Rittenhouse Asset Management, Inc. Rittenhouse Asset Management, Inc. Investment ManagersFinance Rittenhouse Asset Management actively manages equity, balanced and fixed-income portfolios concentrating on high quality, large-cap growth stocks and high-grade, intermediate-term bonds. Rittenhouse's Large-Cap Growth strategy focuses on large-cap companies with sustainable earnings growth, industry leadership, financial strength and proven management teams. They utilize a collaborative, team-oriented approach to stock selection and portfolio construction. Portfolio managers and research analysts perform disciplined, rigorous bottom-up fundamental research, seeking investment opportunities likely to deliver earnings growth and price appreciation over time. Stocks are monitored for changes to their risk-reward profiles and new investment opportunities. Portfolios are invested 95% or more in equities and contain 30 to 50 companies diversified by both sector and industry. The benchmark is the Russell 1000 Growth and the S&P 500. Rittenhouse's Large-Cap Balanced portfolio combines their growth equity discipline with a selection of quality fixed-income securities to provide further risk management. Their fixed-income research process determines their economic outlook and interest rate expectations and positions the portfolio accordingly with respect to average maturity and duration. Balanced portfolios generally maintain a 65 to 75 percent weighting in equities, including 30 to 50 companies diversified by sector and industry and high-quality, short- to intermediate-term bonds with maturities limited to 10 years. Benchmarks used include 65% Russell 1000 Growth/35% Lehman Brothers Government/Credit Intermediate Bond and 65% S&P 500/35% Lehman Brothers Government/Credit Intermediate Bond.	Finance
Fairfield University Fairfield University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Envestnet, Inc. Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform	Technology Services
Dynasty Financial Partners LLC Dynasty Financial Partners LLC Investment ManagersFinance Provides investment advice	Finance
FDx Advisors, Inc. FDx Advisors, Inc. Investment ManagersFinance FDx Advisors does not generally recommend investments in a particular type of security. Rather, the firm primarily offers recommendations on money managers and mutual funds to institutional clients who invest primarily in equity and fixed income securities.	Finance
Envestnet Portfolio Solutions, Inc. Envestnet Portfolio Solutions, Inc. Investment ManagersFinance Provides investment advice	Finance
QRG Capital Management, Inc. QRG Capital Management, Inc. Investment ManagersFinance Provides investment advice	Finance