Dina DiLorenzo is a Senior Managing Director of Guggenheim Partners and serves as the Head and Chief Operating Officer for Guggenheim Investment Advisors, LLC, an SEC registered investment advisor. Ms. DiLorenzo is also a member of the firm’s Management, Human Capital and Women’s Innovation and Inclusion Network (WIIN) committees.
Ms. DiLorenzo has more than 20 years of experience in both delivering investment advisory services and creating governance and operational infrastructures for trade processes, fund administration, performance reporting, compliance, and product development.
In 2005, Ms. DiLorenzo joined Guggenheim Investment Advisors, a global asset management and investment advisory division of Guggenheim Partners, LLC, and launched the Guggenheim Alternatives Platform, a feeder fund platform designed to provide access to global alternative investment solutions.
Prior to joining Guggenheim in 2005, Ms. DiLorenzo held senior positions at Smith Barney, UBS and JP Morgan. She has broad experience in integrated business planning, handling restricted securities, coordinating and managing large-scale corporate stock-plan services, and managing concentrated equity positions.
Ms. DiLorenzo earned a Bachelor of Arts degree in Economics from Lehigh University.
Senior Managing Director @ From 2005 to Present (10 years) Greater New York City AreaGlobal Head of Advisory and Chief Operating Officer @ 2013 – Co-Head, Chief Operating Officer and Head of Client Services
2011 – Chief Operating Officer and Head of Client Services From 2015 to Present (less than a year) Greater New York City AreaPartner - Private Wealth Management Team @ Played a key role in growing assets under management to $4 billion and served as the relationship manager to key corporate and private clients. From 2001 to 2005 (4 years) Advisor - Private Wealth Management Team @ From 1998 to 2001 (3 years) Advisor - Private Wealth Management Team @ From 1998 to 1998 (less than a year) Private Client Services @ From 1997 to 1998 (1 year)
Bachelor of Arts (B.A.), Economics @ Lehigh University Dina DiLorenzo is skilled in: Financial Advisory /..., Client Services, Product Development, Hedge Funds /..., Business Development, Trading / Trade..., Change Management, Regulatory Compliance, P&L Mnagement, Alternative Investments, Financial Services, Equities, Portfolio Management, Securities, Hedge Funds, Start-ups, Series 63, Asset Management, FINRA, Capital Markets, Financial Advisory, Fixed Income, Investments, Trading, Wealth Management