Profilo
Ms. Dale L.
Rottschafer, CFA MBA, is a Senior Vice President & Senior Portfolio Manager at Envestnet Asset Management, Inc. She has worked in the investment management business for over 20 years.
She was a Portfolio Manager to high-net-worth individuals and institutional clients within the Private Asset Management division at US Bank.
She served as a Due Diligence Analyst and as an Investment Officer at Envestnet Asset Management, where she gained extensive operational and investment experience in a platform environment.
At Envestnet she worked extensively with separately managed accounts and advisors to high-net-worth clients.
Ms. Rottschafer was a founding partner at Metamorphosis Money Management (M3) where her responsibilities included portfolio management, tax management, and managing the firm’s proprietary quantitative trading technology.
M3 was acquired by Envestnet in 2010.
Ms. Rottschafer holds an MBA from the University of Colorado at Boulder and has earned the Chartered Financial Analyst designation.
Precedenti posizioni note di Dale Louise Rottschafer
| Società | Posizione | Fine |
|---|---|---|
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Gestore di Portafoglio-Azioni | 01/01/2022 |
Metamorphosis Money Management LLC
 Metamorphosis Money Management LLC Investment ManagersFinance Metamorphosis Money Management LLC provides investment advice. The private company is based in Denver, CO. | Corporate Officer/Principal | 31/12/2009 |
Formazione di Dale Louise Rottschafer
| University of Colorado Boulder | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Finance |
Metamorphosis Money Management LLC
Metamorphosis Money Management LLC Investment ManagersFinance Metamorphosis Money Management LLC provides investment advice. The private company is based in Denver, CO. | Finance |
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