Sonila Gjata
Analyst-Equity at Envestnet Asset Management, Inc.
Profile
Ms. Sonila Gjata is an Assistant Vice President & Senior Portfolio Manager at Envestnet Asset Management, Inc. She is a member of the Enterprise Portfolio Solutions team and is responsible for asset allocation, manager selection, research due diligence, and portfolio administration for multiple portfolios managed by PMC.
She has over ten years of industry and investment management experience.
Prior to joining the firm in October 2016, Ms. Gjata was an Investment Officer with BNY Mellon Wealth Management’s Charitable Solutions group.
In this role, she managed the planned giving portfolios of over 20 charitable organizations, including elite colleges and universities.
Prior to that, she served as a Senior Investment Analyst for Equity Resource Investments, LLC, where she oversaw all aspects of the firm’s investment activity in illiquid securities.
Ms. Gjata holds a BS degree in Economics and Finance from the University of Parma, Italy, where she graduated Summa Cum Laude.
She is a CFA charter holder and a member of the Boston Security Analysts Society and the CFA Institute and Boston Security Analysts Society.
She has also earned the Chartered Alternative Investment Analyst designation.
Sonila Gjata active positions
| Companies | Position | Start |
|---|---|---|
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. | Analyst-Equity | 30/09/2016 |
Former positions of Sonila Gjata
| Companies | Position | End |
|---|---|---|
Equity Resource Investments LLC
 Equity Resource Investments LLC Investment ManagersFinance Equity Resource Investments LLC is an Independent Venture Capital firm founded in 1981. Equity Resource Investments LLC is headquartered in Cambridge. | Private Equity Investor | 30/12/2011 |
Training of Sonila Gjata
| University of Parma | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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 |
Equity Resource Investments LLC
Equity Resource Investments LLC Investment ManagersFinance Equity Resource Investments LLC is an Independent Venture Capital firm founded in 1981. Equity Resource Investments LLC is headquartered in Cambridge. | Finance |
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