Symmetry Partners, an asset management firm based in Glastonbury, Conn., announced it has named managing directors and formed an executive committee.
The restructure is designed to provide more targeted services to Symmetry’s national network of 3,500 financial advisors, the company said.
“We are confident in the team’s leadership ability and look forward to watching them continue to improve upon what we offer our advisors,” said Symmetry Partners Principal and co-founder Patrick Sweeny.
The executive committee was created with the following members:
• Dana D’Auria, CFA, managing director, was previously Symmetry’s director of research. She will now head the firm’s research, investment education/communication, operations and product strategy departments. D’Auria also served on the firm’s Investment Committee, which is responsible for setting the firm’s investment policy.
• Sarah Bauer, managing director, developed and grew Symmetry’s national accounts division and will oversee its initiatives. She will also oversee Symmetry’s marketing and advisors services departments.
• Robert Martin, managing director, is former director of strategic initiatives and an advisor. He will oversee the firm’s accounting and finance departments and help build out Symmetry’s technology infrastructure.
Christina Donnelly was named chief of staff. Donnelly previously served as the director of project management. She will run the advisory board and executive committee meetings.
Philip McDonald, CFA, CAIA, Symmetry’s director of fixed income and alternatives, was named director of investments. He will oversee portfolio management, due diligence and related functions at the firm.
Symmetry Partners provides portfolio management to individuals, retirement plans and institutions.