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Dana Marie D'Auria
President chez
Envestnet Asset Management, Inc.
Profil
Ms. Dana M.
D'Auria, CFA MBA, is a Co-Chief Investment Officer at Envestnet Portfolio Solutions, Inc. and QRG Capital Management, Inc., a Co-CIO & Group President of Envestnet Solutions at Envestnet Asset Management, Inc. and a Co-Chief Investment Officer at FDx Advisors, Inc. She is responsible for wealth and asset management solutions across Envestnet's ecosystem, including its research, overlay, direct indexing, sustainable investing and retirement services, as well as partnerships with exchanges and other wealth solutions providers.
She is also a chair of Envestnet PMC’s Investment Committee.
Prior to joining Envestnet, she was most recently a Managing Director of Symmetry Partners where she also served as President and a Portfolio Manager of Symmetry Panoramic Mutual Funds, the firm’s multi-factor family of funds.
She holds the Chartered Financial Analyst designation, and earned both her MBA and BA (in English and International Studies) from Fairfield University.
Postes actifs de Dana Marie D'Auria
| Sociétés | Poste | Début |
|---|---|---|
FDx Advisors, Inc.
 FDx Advisors, Inc. Investment ManagersFinance FDx Advisors does not generally recommend investments in a particular type of security. Rather, the firm primarily offers recommendations on money managers and mutual funds to institutional clients who invest primarily in equity and fixed income securities. | Directeur en chef des Investissements | - |
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Provides investment advice | Directeur en chef des Investissements | 01/09/2020 |
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction. | President | 01/06/2022 |
Envestnet Portfolio Solutions, Inc.
 Envestnet Portfolio Solutions, Inc. Investment ManagersFinance Provides investment advice | Directeur en chef des Investissements | 01/09/2020 |
Anciens postes connus de Dana Marie D'Auria
| Sociétés | Poste | Fin |
|---|---|---|
| ENVESTNET, INC. | Directeur en chef des Investissements | 01/06/2022 |
Symmetry Partners LLC
 Symmetry Partners LLC Investment ManagersFinance Symmetry offers globally diversified, best-of-breed solutions which include Symmetry’s Panoramic Mutual Funds and Models and our PrecisionCore ETF Models. The firm's approach to building and managing all their investment solutions is guided by fundamental principles applied thoughtfully and with intellectual rigor. | Analyst-Equity | 01/09/2020 |
Formation de Dana Marie D'Auria
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
71
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Fairfield University
 Fairfield University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction. | Finance |
Envestnet, Inc.
 Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform | Technology Services |
Symmetry Partners LLC
Symmetry Partners LLC Investment ManagersFinance Symmetry offers globally diversified, best-of-breed solutions which include Symmetry’s Panoramic Mutual Funds and Models and our PrecisionCore ETF Models. The firm's approach to building and managing all their investment solutions is guided by fundamental principles applied thoughtfully and with intellectual rigor. | Finance |
FDx Advisors, Inc.
FDx Advisors, Inc. Investment ManagersFinance FDx Advisors does not generally recommend investments in a particular type of security. Rather, the firm primarily offers recommendations on money managers and mutual funds to institutional clients who invest primarily in equity and fixed income securities. | Finance |
Envestnet Portfolio Solutions, Inc.
Envestnet Portfolio Solutions, Inc. Investment ManagersFinance Provides investment advice | Finance |
QRG Capital Management, Inc.
QRG Capital Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
