Dana Marie D'Auria
Chief Investment Officer bij ENVESTNET, INC.
Actieve functies van Dana Marie D'Auria
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
| 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 | - | - |
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The company is based in Chicago, IL. The CEO of the company is William C. Crager. | Chief Investment Officer | 01-09-2020 | - |
Loopbaan van Dana Marie D'Auria
Eerdere bekende functies van Dana Marie D'Auria
| Bedrijven | Functie | Begin | 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 | 01-01-2006 | 01-09-2020 |
| Lid van de Investeringscommissie | 01-01-2006 | 01-09-2020 | |
| Portefeuillebeheerder-Aandelen | 01-01-2006 | 01-09-2020 | |
| Portfolio Manager-Fixed Income | 01-01-2006 | 01-09-2020 |
Opleiding van Dana Marie D'Auria
| Fairfield University | Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 6 |
Operationeel
| Chief Investment Officer | 3 |
| Analyst-Equity | 1 |
| Investment Committee Member | 1 |
Sectoraal
| Finance | 4 |
| Consumer Services | 2 |
| Technology Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| ENVESTNET, INC. | Technology Services |
| Bedrijven in privébezit | 3 |
|---|---|
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 |
QRG Capital Management, Inc.
QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The company is based in Chicago, IL. The CEO of the company is William C. Crager. | Finance |
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