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Deals & People February 2, 2026
Envestnet Names Jonathan Listra as Chief Growth Officer
The newly created role is intended to lead efforts to help advisers scale faster and operate more efficiently.
Reported by Edward Rueda
Jonathan Linstra
Financial technology company Envestnet Inc. announced Monday the appointment of Jonathan Linstra as chief growth officer, a newly created role. Linstra will report to CEO Chris Todd and lead growth in sales execution, revenue generation and adviser engagement, according to the announcement.
Linstra will also work in close partnership with Envestnet’s enterprise and registered investment adviser relationship management organization, led by Chief Relationship Officer Andrew Stavaridis. To aid those efforts, Envestnet announced it is spending $1 billion in product investment over the next five years to enhance features and integration across planning, trading, reporting and portfolio construction capabilities.
“The creation of the chief growth officer role alongside the chief relationship officer role reflects Envestnet’s evolution as the market opportunity expands,” Todd said in a statement. “Jonathan is a proven growth leader who understands how to scale distribution, align offerings to advisor behavior and enterprise priorities, and translate strategy into disciplined execution. His leadership strengthens our ability to drive sustained, repeatable growth.”
Linstra has more than 25 years of experience in growing revenue, distribution and adviser engagement for global asset management and wealth technology firms. He most recently served as Morningstar Investment Management LLC’s managing director of the Americas and previously held leadership positions at State Street Global Advisors, Janus Henderson Investors, Rydex Investments, Curian Capital and Van Kampen Investments. He also served on the Money Management Institute’s board of governors.
“Winning in this next phase is about alignment, not accumulation, aligning people, platforms, and go-to-market execution around how advisers and clients actually work,” Linstra said in a statement. “My focus is on helping advisers scale faster, operate more efficiently, and turn Envestnet’s platform strength into consistent, repeatable results.”
Envestnet has $7 trillion in platform assets and is used by financial advisers across banks, wealth managers, brokerages and registered investment advisers.