Dana Marie D'Auria
Chief Investment Officer bij ENVESTNET, INC.
Profiel
Dana Marie D'Auria currently works at Envestnet, Inc., as Co-Chief Investment Officer from 2020 and FDx Advisors, Inc., as Co-Chief Investment Officer.
Ms. D'Auria also formerly worked at Symmetry Partners LLC, as Managing Director & Portfolio Manager from 2006 to 2020.
Ms. D'Auria received her undergraduate degree in 1999 and Masters Business Admin degree in 2007 from Fairfield University.
Actieve functies van Dana Marie D'Auria
| Bedrijven | Functie | Begin |
|---|---|---|
| ENVESTNET, INC. | Chief Investment Officer | 29-09-2020 |
FDx Advisors, Inc.
 FDx Advisors, Inc. Investment ManagersFinance FDx Advisors, Inc. is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1987 and is owned by a holding company, M3Fn LLC, ultimately owned by Envestnet, Inc. (NYSE: ENV). FDx Advisors provides investment advisory and consulting services to institutional clients (banks, trust companies, broker/dealers, other investment advisers, and other institutional entities) only. | Chief Investment Officer | - |
Eerdere bekende functies van Dana Marie D'Auria
| Bedrijven | Functie | Einde |
|---|---|---|
Symmetry Partners LLC
 Symmetry Partners LLC Investment ManagersFinance Symmetry Partners LLC is a private-held, SEC-registered investment advisor headquartered in Glastonbury, Connecticut. It was founded in 1994 by Patrick Sweeny and David Connelly, Jr. The firm provides investment advisory services to individuals, trusts, charitable organizations, pension and profit-sharing plans, corporations, and State and government entities, and Symmetry Panoramic Funds through multiple distribution channels. | Analyst-Equity | 01-09-2020 |
Opleiding van Dana Marie D'Auria
| Fairfield University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| ENVESTNET, INC. | Technology Services |
| Bedrijven in privébezit | 2 |
|---|---|
Symmetry Partners LLC
Symmetry Partners LLC Investment ManagersFinance Symmetry Partners LLC is a private-held, SEC-registered investment advisor headquartered in Glastonbury, Connecticut. It was founded in 1994 by Patrick Sweeny and David Connelly, Jr. The firm provides investment advisory services to individuals, trusts, charitable organizations, pension and profit-sharing plans, corporations, and State and government entities, and Symmetry Panoramic Funds through multiple distribution channels. | Finance |
FDx Advisors, Inc.
FDx Advisors, Inc. Investment ManagersFinance FDx Advisors, Inc. is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1987 and is owned by a holding company, M3Fn LLC, ultimately owned by Envestnet, Inc. (NYSE: ENV). FDx Advisors provides investment advisory and consulting services to institutional clients (banks, trust companies, broker/dealers, other investment advisers, and other institutional entities) only. | Finance |
