# Jud Bergman

> Judson Taft Bergman (1957-2019) co-founded Envestnet in 1999 and served as its founding CEO and chairman. A former Nuveen executive, he built technology and services for independent financial advisers, guided Envestnet through its 2010 IPO and expanded its capabilities through acquisitions. His interests included literature, chess, music, history and a family whiskey venture, Judson & Moore.

- **Role:** Entrepreneur and financial technology executive
- **Organizations:** Envestnet, Nuveen Investments, Judson & Moore, Juvenile Protective Association, Field Museum, Christ Church, Lake Forest
- **From:** Crookston, United States
- **Education:** Bachelor of Arts in English, Wheaton College (Illinois), MBA, finance and accounting, Columbia University
- **Known for:** Co-founded Envestnet and served as founding CEO for two decades., Led Envestnet through its 2010 IPO., Received an EY Entrepreneur Of The Year 2018 Midwest award.

## Career timeline

- **1992-1997** — Directed Nuveen's corporate development activities.
- **Before 1999** — Managed Nuveen's mutual-fund business as a managing director.
- **1999** — Co-founded Envestnet to provide web-based wealth-management tools and services.
- **2001** — Envestnet acquired Portfolio Management Consultants.
- **2010** — Led Envestnet into the public markets.
- **2012** — Envestnet acquired Tamarac and Prima Capital.
- **2015** — Envestnet acquired Finance Logix and Yodlee.
- **2018** — Received an EY Entrepreneur Of The Year Midwest award.
- **2019** — Envestnet acquired MoneyGuide maker PIEtech. Bergman died on October 3.

## Achievements

- Co-founded Envestnet and served as founding CEO for two decades.
- Led Envestnet through its 2010 IPO.
- Received an EY Entrepreneur Of The Year 2018 Midwest award.
- Recognized in the inaugural InvestmentNews Innovators group in 2016.
- Named a 2020 InvestmentNews Icon, profiled posthumously in February 2021.

## Latest updates

- **2026-03** — Former Envestnet executive John Yackel credited Bergman with lessons in integration and unification in a WealthTech on Deck interview.
- **2024-11** — Bain Capital completed its approximately $4.5 billion acquisition of Envestnet, five years after Bergman died.
- **2022-06** — Judson & Moore, the family distillery he helped develop with Elise Bergman and Collin Moore, opened to the public in Chicago.

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Profile page: https://yespress.io/jud-bergman
Published by YesPress — https://yespress.io
Last updated: 2026-10-22