# Sue Burton

> Sue Burton is Envestnet's chief marketing officer, a Boston-area financial-services executive whose career links investment products, financial education, national brand programs, digital member experience and wealthtech. A former stand-up comedian, she has repeatedly used humor, human-centered design and challenge-led experimentation to make complicated financial ideas more approachable.

- **Role:** Chief Marketing Officer at Envestnet
- **Organizations:** Envestnet, Digital Federal Credit Union, Bank of America, American Student Assistance, JPMorgan Chase, Fidelity Investments, Thomson Financial, MassChallenge, McCormick Family Foundation, Citizen Schools, Cherie Blair Foundation for Women
- **Education:** B.S. in Business Communications, concentration in Marketing, Bentley University, Women's Executive Leadership Program, Smith College, Management certificate in Negotiation Skills, Harvard Business School Executive Education
- **Known for:** Helped scale Bank of America's Better Money Habits financial-education platform and led enterprise brand programs tied to Special Olympics, PBS/Ken Burns and (RED)/The Global Fund., Led Bank of America local marketing and brand delivery across more than 93 U.S. markets., At DCU, oversaw work associated with double-digit deposit growth, AI-powered personalization and a redesigned lifecycle-marketing model.

## Career timeline

- **1989** — Graduated from Bentley University.
- **1991** — Performed her first solo stand-up set at Catch a Rising Star in Cambridge, Massachusetts.
- **Early career** — Led product development and consumer and institutional investment marketing work at Thomson Financial, Fidelity Investments and JPMorgan Chase.
- **Before 2014** — Served as managing director of product and marketing at American Student Assistance, where she worked on financial education.
- **2014** — Joined Bank of America.
- **2014 onward** — Held senior Bank of America roles spanning enterprise brand activation, local marketing in more than 93 U.S. markets, Better Money Habits, private-bank positioning and digital client engagement.
- **2024** — As DCU's senior vice president of Experience, announced a partnership with MassChallenge to connect internal challenges with fintech startups.
- **2025** — Discussed DCU's three challenge-led startup cohorts and the use of digital engagement, predictive data and financial education to serve members.
- **2026** — Joined Envestnet as chief marketing officer, leading global brand, communications, demand generation, channel marketing and product marketing.

## Achievements

- Helped scale Bank of America's Better Money Habits financial-education platform and led enterprise brand programs tied to Special Olympics, PBS/Ken Burns and (RED)/The Global Fund.
- Led Bank of America local marketing and brand delivery across more than 93 U.S. markets.
- At DCU, oversaw work associated with double-digit deposit growth, AI-powered personalization and a redesigned lifecycle-marketing model.
- Built a challenge-led fintech collaboration model at DCU with MassChallenge, including work on digital engagement, financial education and fraud prevention.
- Received Financial Communications Society, Clio Music, Ad Club and New England Direct Marketing Association recognition for brand, content and integrated-campaign work.
- Spent nearly a decade mentoring and teaching through Citizen Schools and has served as a MassChallenge judge and mentor.

## Latest updates

- **2026-07** — Shared Envestnet's launch of Wealth Trading and its focus on helping RIAs scale portfolio operations.
- **2026-05** — Participated in Envestnet Elevate 2026 communications around AI-enabled advisor workflows and personalization.
- **2026-01** — Joined Envestnet as chief marketing officer and began leading its global marketing organization.
- **2025-09** — Appeared in MassChallenge coverage explaining DCU's challenge-led startup collaboration model.

## Links

- Website: https://www.envestnet.com
- LinkedIn: https://www.linkedin.com/in/sueburton
- Twitter/X: https://twitter.com/Suebdobee
- YouTube: https://youtu.be/eRTS1xo6Y04

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Profile page: https://yespress.io/sue-burton
Published by YesPress — https://yespress.io
Last updated: 2026-09-03