Dana Marie D'Auria
Directeur en chef des Investissements chez ENVESTNET, INC.
Profil
Dana Marie D'Auria is currently the Co-Chief Investment Officer at Envestnet, Inc., FDx Advisors, Inc., and QRG Capital Management, Inc. She previously worked as the Managing Director & Portfolio Manager at Symmetry Partners LLC from 2006 to 2020.
Ms. D'Auria holds an undergraduate degree from Fairfield University, which she obtained in 1999.
She also earned an MBA from Fairfield University in 2007.
Postes actifs de Dana Marie D'Auria
Sociétés | Poste | Début |
---|---|---|
ENVESTNET, INC. | Directeur en chef des Investissements | 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. | Directeur en chef des Investissements | - |
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. | Directeur en chef des Investissements | 01/09/2020 |
Anciens postes connus de Dana Marie D'Auria
Sociétés | Poste | Fin |
---|---|---|
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 |
Formation de Dana Marie D'Auria
Fairfield University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Sociétés cotées | 1 |
---|---|
ENVESTNET, INC. | Technology Services |
Entreprise privées | 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 |