“It is exciting to come to work each day knowing that I will be surrounded by a group of equally ambitious individuals who are committed to achieving a common goal.”
As a member of the investment team, Dena helps implement investment strategies, rebalance portfolios and assists with investment operations. In her previous role at Truepoint, Dena worked as a client services associate. “I feel most fulfilled knowing that I am doing meaningful work and that my actions contribute to the overall success of our clients.”
Prior to joining Truepoint, Dena worked as an operations associate for Envestnet | Tamarac where she managed the back office operations for a select number of registered advisory firms.
A native of Boston, Dena attended The George Washington University where she graduated with a Bachelor of Science in economics. She enjoys traveling, practicing yoga and learning new languages.