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.
About Envestnet
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.
Media Contact :
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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SOURCE Envestnet, Inc.