Dana D'Auria has been Co-CIO of Envestnet Asset Management since September 2020, is a control person of the firm and directly owns under 5% of it. Dana D'Auria holds an MBA in Finance from Fairfield University and a BA in English and International Studies from Fairfield University.
Envestnet Asset Management, Inc. is a Berwyn, PA firm with $615B under management, 2,241,364 clients and 178 advisers across 2 offices, as of its June 2026 filing.
Dana D'Auria is Executive Vice President Wealth Solutions and Chief Investment Officer of Envestnet. D'Auria is responsible for wealth and asset management solutions across Envestnet's ecosystem, including research, overlay, direct indexing, sustainable investing and retirement services, and is also a chair of Envestnet | PMC's Investment Committee. Before joining Envestnet, D'Auria was a Managing Director of Symmetry Partners and also served as President and a Portfolio Manager of Symmetry Panoramic Mutual Funds.
Dana D'Auria’s longest registration was 9 years at Symmetry Partners (2010–2020). Before joining Envestnet Asset Management in 2021, Dana D'Auria was registered through Symmetry Partners.
- Envestnet Retirement Solutions, LLCAlso current– present · 3 yearsSouth Glastonbury, CT · Adviser representative · Firm CRD 171570
- Envestnet PMCCurrent– present · 5 yearsSouth Glastonbury, CT · Adviser representative · Firm CRD 111694
- Symmetry Partners– · 9 yearsGlastonbury, CT · Adviser representative · Firm CRD 120982
Professional designations
Listed by Envestnet Asset Management
- Chartered Financial Analyst (CFA)
Investment adviser representative registrations
Dana D'Auria is registered as an investment adviser representative in 2 states. Each was approved in July 2021.
- ConnecticutSince 8 July 2021
- IllinoisSince 8 July 2021
Examinations
No examinations are on Dana D'Auria’s record.
- Full name
- Dana Marie D'Auria
- CRD
- 5870286
- Firm
- Envestnet Asset Management · CRD 111694
- Role
- Co-CIO
- Office
- South Glastonbury, CT
- Registration
- Investment adviser registration
- In the industry since
- September 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- envestnet.com
Where does Dana D'Auria work?
Dana D'Auria has been Co-CIO of Envestnet Asset Management, Inc. since September 2020, and is a control person of the firm.
Is Dana D'Auria a financial advisor?
Yes. Dana D'Auria has a current investment-adviser registration in Connecticut and Illinois, through Envestnet Asset Management since July 2021.
How many years of experience does Dana D'Auria have?
Dana D'Auria has 15 years in the financial industry, since September 2011, across 3 adviser firms.
Where did Dana D'Auria work before Envestnet Asset Management?
Before Envestnet Asset Management, Dana D'Auria was registered through Symmetry Partners, December 2010 to September 2020.
Where is Dana D'Auria based?
Dana D'Auria’s registered office is in South Glastonbury, CT.
Is Dana D'Auria registered with FINRA?
No. Dana D'Auria has no current broker registration.
Is Dana D'Auria a CFA charterholder?
Envestnet Asset Management lists Dana D'Auria with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Dana D'Auria’s record?
Search CRD 5870286 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dana D'Auria’s full registration record.
- Christopher ToddChief Executive Officer
- John HofmannChief Financial Officer
- Debra DevoeChief Compliance Officer
- Kathryn EvansChief Operations Officer
- Shelly O'BrienCorporate Secretary
Brandon ThomasCo-CIO