Donna DiMaria

Founder, CEO, CCO,&
Head of Relationship Management

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Experience

Donna DiMaria has extensive, broad-based experience in all areas of investment management marketing and sales. Her professional accomplishments include:

  • More than $3.5 billion raised for investment managers in her career ($1.5 billion at Tessera )
     
  • Product experience: 
    • US Equities (Micro, Small, SMid, Mid, and Large-Cap)
    • Non-US Equities (Global, EM, and International Equity)
    • Real Estate, Real Assets and other Alternatives
    • Private Equity (VC, Buyouts, Mezzanine, First-Time-Fund of Funds, Fund-of-Fund)
    • Hedge Funds (Long /Short, Market Neutral, Multi-Strategy, EM, Fund of Funds)
    • Fixed Income (Short, Intermediate, and Long Duration, Core, Core-Plus, EM)
       
  • Sales Focus: Financial Intermediary Relations and Direct Sales
  • Oversees: Marketing Support, Client Service, Compliance and Tessera's New York
    Office
     
  • Industry Experience: 30 years


Credentials

  • Third Party Marketers Association (3PM)
    • Chairman of the Board (2010-Present)
    • Chair of the 3PM Regulatory Committee
    • Former President of 3PM for over 5 years (2005-2010)
    • Former Treasurer (2011-2016)
    • Former Chair of Marketing and Communications Committee
    • Former Chair of Events
       
  • FINRA 
    • Member of FINRA's Capital Acquisition and Placement Broker Committee (CAP)
    • FINRA’s Membership Committee member (2010-2016)
    • Frequent speaker at FINRA Events (Annual Conference and Small Firm Conference)
  • MSRB
    • Member of the Professional Qualifications Advisory Committee (PQAC) - Municipal Advisor Representative Qualifications Examination (Series 50) 2016
  • Member of the National Society of Compliance Professionals ("NSCP") and the Municipal Advisor's Group and Broker Dealer Committee
     
  • Investment Adviser Representative, Registered Representative, Registered Principal, and Municipal Advisor Representative
  • Series 7, 24, 50, 63, 65, 79 and 99 registrations