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Industry Veteran Will Play Key Role in Ongoing Diversification and Coordination of Research, Overlay, and Portfolio Management--and Fortification of Fiduciary Solutions
CHICAGO , Sept. 29, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV ) announces that Dana D'Auria has joined the organization as Co-Chief Investment Officer of Envestnet. In her new role, she will join Envestnet | PMC's Investment Committee, and utilize her expertise to further grow and align PMC's fiduciary solutions and other resources, including overlay services, research and portfolio management.
"I have had the privilege of working in close partnership with Envestnet over the past 14 years, and I am proud to officially join its investment management arm after witnessing firsthand how much its distribution and research services support growth for the firm as well as asset managers, advisors, and investors," said Dana D'Auria, who will join as Co-Chief Investment Officer of Envestnet . "I believe that solid research is the foundation for exceptional investment solutions for clients, and Envestnet shares this approach."
Ms. D'Auria most recently served as Managing Director of Symmetry Partners, where she has worked for the last 14 years and also served as President and Portfolio Manager of Symmetry Panoramic Mutual Funds, the firm's multi-factor family of funds. At Symmetry Partners, Ms. D'Auria led the investments/research, mutual fund, and investment communications departments, and helped develop new investment strategies to meet the needs of clients. She has been honored by Money Management Executive as one of the publication's "Top Women in Asset Management" in 2018 and "Women to Watch" in 2017. She has also published articles on factor investing in The Journal of Financial Planning and The Journal of Index Investing.
"As we continue to grow during an ever-changing regulatory environment, this is the ideal time to invest in great talent like Dana," said Brandon Thomas , Co-Founder and Chief Investment Officer of Envestnet . "Her experience providing evidence-based asset management to broker dealers, independent advisors and clients and her interest in unifying data analytics with wealth management will help us position ourselves to deliver best-in-class investment solutions as our industry continues to evolve."
Ms. D'Auria holds the Chartered Financial Analyst (CFA) designation and earned both her MBA (in finance) and BA (in English and international studies) from Fairfield University .
Envestnet, Inc. (NYSE: ENV ) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 103,000 advisors across more than 4,900 companies including 16 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs, and hundreds of FinTech companies, leverage the Envestnet platform to grow their businesses and client relationships.
For more information on Envestnet, please visit www.envestnet.com , subscribe to our blog , and follow us on Twitter ( @ENVintel ) and LinkedIn .
Dana Taormina JConnelly for Envestnet 973.647.4626 envestnetpr@jconnelly.com
Chartered Financial Analyst (CFA) marks are the property of CFA Institute.
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“Accepting New Clients”. My approach is strengths-based and I draw from diverse methods to create a personalized treatment plan specific to your needs. I am compassionate, open, encouraging with an emphasis on positive change and behavior modification. I use my life experiences, knowledge, education and humour to assure maximum outcomes for your overall health. You will receive a free 15 minute consultation prior to booking a session. I look forward to working together with you to improve your overall mental health!
As a therapist, I rely on my sense of humour combined with my life experiences, knowledge, education and creativity to achieve healthy and happy outcomes for all. I work with all individuals from young to seniors, individuals, couples and families. I offer CBT, DBT and other therapeutic models including grief.
I am empathic, caring and love working with all pathways of life. I have a deep understanding of the different experiences and upsets that can be unexpected in our lives and how to get you back on track to positive mental health. Let me make a positive change in your life or that of a loved one. Please reach out and let’s start the healing process today!
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Experience working with children and teens. Therapy through play & school improvement. Also experienced in family and individual therapy.
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