Envestnet is adding a new executive to its bench. Dana D’Auria is the firm’s new co-Chief Investment Officer, according to a company announcement. She’ll be focusing on fiduciary products, as well as research and portfolio management, in association with Envestnet | PMC.
D’Auria has more than passing familiarity with Envestnet, having noted in the announcement that she has worked in close partnership with the firm for 14 years. Her most recent role was at Symmetry Partners, where she was a managing director and led research and investments.
"I believe that solid research is the foundation for exceptional investment solutions for clients—and Envestnet shares this approach,” she said. “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.”
She will be joining Brandon Thomas, the sole CIO at Envestnet | PMC prior to the addition of D’Auria.