Career history of Dale Louise Rottschafer
Former positions of Dale Louise Rottschafer
| Companies | Position | Start | End |
|---|---|---|---|
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. | Portfolio Manager-Equities | 2009-12-31 | 2021-12-31 |
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 | 2009-12-30 | 2009-12-30 |
Training of Dale Louise Rottschafer
| University of Colorado Boulder | Masters Business Admin |
Statistics
International
| United States | 4 |
Operational
| Portfolio Manager-Equities | 1 |
| Corporate Officer/Principal | 1 |
| Masters Business Admin | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
