Envestnet Names Chief Growth Officer, Morningstar Expands Vanguard Relationship

Envestnet Names Chief Growth Officer

Envestnet, the Adaptive WealthTech company, today announced the appointment of Jonathan Linstra as chief growth officer (CGO).

Linstra joins Envestnet’s executive leadership team reporting to Chris Todd, chief executive officer, leading growth priorities across sales execution, revenue generation, and advisor engagement.

This role operates in close partnership with Envestnet’s enterprise and RIA relationship management organization, led by Andrew Stavaridis, chief relationship officer, who continues to report to Todd and is responsible for driving growth, expansion and revenue of the firm’s existing client base.

“The creation of the Chief Growth Officer role alongside the Chief Relationship Officer role reflects Envestnet’s evolution as the market opportunity expands,” said Todd. “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 brings over 25 years of experience in driving revenue, distribution, and advisor engagement for global asset management and wealth technology firms. He most recently served as managing director of the Americas for Morningstar Wealth, overseeing revenue generation and distribution for its investment management business.

Previously, Linstra held senior leadership roles at State Street Global Advisors, including managing director and head of ETF Model Portfolios & Advised Solutions. Earlier in his career, Linstra held sales and distribution leadership positions at Janus Henderson Investors, Rydex Investments, Curian Capital, and Van Kampen Investments, and served on the Board of Governors for the Money Management Institute.

“Envestnet sits at the center of the wealth management value chain,” said Linstra. “Winning in this next phase is about alignment, not accumulation, aligning people, platforms, and go-to-market execution around how advisors and clients actually work. My focus is on helping advisors scale faster, operate more efficiently, and turn Envestnet’s platform strength into consistent, repeatable results.”

NEXT: Morningstar Completes CRSP Acquisition, Expands Vanguard Relationship