Sonila Gjata

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.