Dana Marie D'Auria
Chief Investment Officer bij ENVESTNET, INC.
Oorsprong van het eerstegraads netwerk van Dana Marie D'Auria
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Fairfield University
129
| College/University | Other Consumer Services | 129 |
| Public Company | Packaged Software | 39 | |
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.
4
| Private Company | Investment Managers | 4 |
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.
2
| Subsidiary | Investment Managers | 2 |
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.
2
| Subsidiary | Investment Managers | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Dana Marie D'Auria via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Private Equity Analyst | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Boston College | College/University | Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor | |
| University of Connecticut | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Connecticut School of Business | College/University | Undergraduate Degree Masters Business Admin | |
Centerbridge Partners LP
 Centerbridge Partners LP Investment ManagersFinance Centerbridge Partners LP(Centerbridge Partners) is a private equity firm founded in 2005 by Jeffrey Harold Aronson and Timothy Gallogly. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Investor | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Market Strategist | |
Sidoti & Co. LLC
 Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| YODLEE INC | Data Processing Services | Director/Board Member Chief Executive Officer | |
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Founder Founder | |
| Suffolk University | College/University | Masters Business Admin Masters Business Admin | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Gemspring Capital Management LLC
 Gemspring Capital Management LLC Investment ManagersFinance Gemspring Capital Management LLC (Gemspring Capital) is a private equity firm founded in 2015 by Bret Weiner. The firm is headquartered in Westport, Connecticut. | Investment Managers | Private Equity Investor Private Equity Investor | |
Instinet LLC
 Instinet LLC Investment Banks/BrokersFinance Instinet LLC is a SEC-registered broker-dealer headquartered in New York City. The firm is the equities execution services arm of the Nomura Group. The firm was founded in 1969 and is a wholly owned subsidiary of Instinet Holdings, Inc., which is ultimately owned by Nomura Holdings, Inc. (TYO: 8604) in Japan. Instinet offers the institutional investment community a suite of tailorable solutions, which includes market insights and commentary, full-service trading desks, advanced algorithmic trading strategies, access to unique and specialized liquidity via their array of crossing pools, and a set of workflow solutions. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
New Profit, Inc.
 New Profit, Inc. Miscellaneous Commercial ServicesCommercial Services New Profit, Inc. provides support and services to innovative social entrepreneurs and their organizations. It offers services to visionary entrepreneurs, philanthropists, and other partners. The company was founded by Vanessa Kirsch in 1998 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Director/Board Member | |
| EATON VANCE CALIFORNIA MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Global Income Builder Portfolio
 Global Income Builder Portfolio Investment Trusts/Mutual FundsMiscellaneous Global Income Builder Portfolio is an open-end investment fund. It invests in common stocks, preferred stocks, other hybrid securities, fixed and floating-rate income instruments of U.S. and foreign issuers. The company was founded on March 3, 2016 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Director/Board Member | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal | |
| EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| EATON VANCE SENIOR FLOATING-RATE TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
| EATON VANCE TAX-MANAGED BUY-WRITE STRATEGY FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| EATON VANCE TAX-MANAGED BUY-WRITE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| EATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| EATON VANCE TAX-MANAGED GLOBAL BUY-WRITE OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Progress Investment Management Co Inc
 Progress Investment Management Co Inc Investment ManagersFinance Progress Investment Management Co Inc (Progress Investment Management) is a private equity firm founded in 1990 by Ed Callan and Marx L Cazenave. The firm is headquartered in San Francisco, California. | Investment Managers | Director/Board Member | |
| EATON VANCE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
| EATON VANCE TAX-MANAGED GLOBAL DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| EATON VANCE NEW YORK MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Broadlight Capital Management LLC
 Broadlight Capital Management LLC Investment ManagersFinance Broadlight Capital Management LLC (Broadlight Capital) is a private equity firm founded by David Austin Dorfman, Kevin Yorn and Austin Dorfman. The firm is headquartered in Los Angeles, California. | Investment Managers | Consultant / Advisor | |
McLean Hospital, Inc.
 McLean Hospital, Inc. Hospital/Nursing ManagementHealth Services McLean Hospital, Inc. provides healthcare services. It offers specialized programs for the research and treatment of psychiatric and neurological illnesses, including: depression, bipolar and psychotic disorders, mood and anxiety disorders, substance abuse, geriatric mental illnesses and child adolescent psychiatric disorders. The company was founded in February, 1811 and is headquartered in Belmont, MA. | Hospital/Nursing Management | Director/Board Member | |
Caribou Financial, Inc.
 Caribou Financial, Inc. Finance/Rental/LeasingFinance Caribou Financial, Inc. operates an auto refinance origination platform. it provides customers with auto loan offers that can reduce monthly payments, save interest, or both. The firm's products include Loan Refinance, Vehicle Service Contracts and Debt Cancellation. The company is headquartered in Alexandria, VA. | Finance/Rental/Leasing | Director/Board Member | |
| DRAFTKINGS INC. | Movies/Entertainment | Director/Board Member | |
Caribou LLC
 Caribou LLC Miscellaneous Commercial ServicesCommercial Services Caribou LLC is a business advisory company that provides consulting services to businesses. The private company is based in Palm Beach Gardens, FL. The company was founded by Timothy Mahoney. | Miscellaneous Commercial Services | Director/Board Member |
Statistieken
Internationaal
| Verenigde Staten | 48 |
| Verenigd Koninkrijk | 4 |
Sectoraal
| Miscellaneous | 23 |
| Finance | 15 |
| Consumer Services | 8 |
| Commercial Services | 6 |
| Technology Services | 2 |
Operationeel
| Director/Board Member | 212 |
| Corporate Officer/Principal | 129 |
| Undergraduate Degree | 94 |
| Independent Dir/Board Member | 70 |
| Analyst-Equity | 39 |
Sterkste connecties
| Insiders | |
|---|---|
| Valerie Mosley | 68 |
| Gregory Smith | 24 |
| Anil Arora | 23 |
| Luis Aguilar | 21 |
| Gayle Crowell | 21 |
| James Fox | 20 |
| Wendy Lane | 18 |
| Barbara Turner | 18 |
| David Chafey | 16 |
| William Atwell | 15 |
| Ross Chapin | 13 |
| Gavin Baiera | 12 |
| Michael Jasulavic | 12 |
| Brian Denyeau | 11 |
| Owen Tharrington | 11 |
- Beurs
- Insiders
- Dana Marie D'Auria
- Bedrijfsconnecties
