Vident Financial, LLC Welcomes Karen Donnelly as Director of Investment Operations at its Subsidiary Vident Investment Advisory, LLC

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Vident Financial, LLC is proud to welcome Karen Donnelly as Director of Investment Operations to Vident Investment Advisory, LLC (VIA).

Vident Investment Advisory

“I am thrilled to have Karen join the VIA team. We can take our business operations and management abilities to new levels of quality and capacity, and serve a greater number of ETF clients with excellence.”

Ms. Donnelly brings over twenty-five years of operational project management expertise in process improvement, workflow automation and technology change management. She specializes in implementation of application and data systems initiatives, including functional due diligence, process creation, training and vendor management. Ms. Donnelly will be responsible for the oversight of VIA operations and implementation of enhancements and controls to provide scalable support to the ETF portfolio management functions. She will also further strengthen the efficiency of VIA’s trading and investment management processes and bring additional expertise to the team.

“We are excited to have Karen join our team. Ms. Donnelly’s background in investment operations will increase the effectiveness and efficiency of VIA’s operations enhancing VIA’s position as a leading sub-advisory firm in the ETF industry” Vince Birley, CEO & Co-Founder Vident Financial.

Prior to joining VIA, Ms. Donnelly was the Senior Manager of Enterprise Operations at Ronald Blue Trust, formerly Ronald Blue & Co. (“RB&Co.”), one of the largest fee-only independent wealth management firms in the US. Over her 20-year career with RB&Co., Ms. Donnelly was responsible for the implementation of various operational initiatives, including migration of CRM and document management systems, managing the company-wide broker dealer transition and developing an in-house trade workflow system. Ms. Donnelly also served as VP of Operations at Boston-based Anchor/Russell Capital Advisors and various leadership roles at Fleet Bank.

Leading the company is Denise Krisko, who has over twenty years of portfolio management and trading experience, with an expertise in ETF management from more than a decade of managing ETFs. She has served in various leadership roles with Mellon Capital Management (MCM), Bank of New York (BNY), Northern Trust, Deutsche Asset Management and The Vanguard Group. She has worked with dozens of ETF sponsors and has overseen the management of more than 150 ETFs.

  • “I am thrilled to have Karen join the VIA team. We can take our business operations and management abilities to new levels of quality and capacity, and serve a greater number of ETF clients with excellence.” Denise Krisko, President & Co-Founder Vident Investment Advisory.

Ms. Donnelly holds a Master’s Degree in Business Administration from Boston College, Carroll School of Management and a Bachelor of Science in Business from Villanova University.

Vident Investment Advisory provides sub-advisory services for quantitative strategies with a focus on ETFs. Vident Financial established VIA in 2014 to improve trading efficiencies and better control costs associated with the portfolio management and trading of their ETFs. VIA currently sub-advises 37 ETFs and one UCITS across a variety of asset classes with approximately $5.6B in AUM.

Vident Financial’s index strategies and ETFs seek to utilize time-tested economic and investment principles to identify environments where human productivity can thrive long-term. Principles-based investment metrics are incorporated into rules-based processes, which helps to limit the emotional decision-making bias present in many active strategies

Vident Investment Advisory, LLC (VIA) provides asset management and sub-advisory services for index-based assets. The Firm’s capabilities and experience include domestic and global equities, fixed income and commodities. The extensive experience and innovation for a variety of ETF sponsors has made ETF management VIA’s specialty. The Firm endeavors to utilize its unique experience and state of the art technology to fulfill client objectives and exceed expectations. VIA is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.

Vident Financial is a financial services innovator that develops and licenses transparent investment market indices based on a distinct framework and rigorous global research. Based in Atlanta, GA, Vident’s indices utilize sophisticated risk-balancing methodologies, economic freedom metrics, valuation, and investor behavior with a systematic, structured, and rules-based investment process. In short, Vident was founded with the purpose of applying timeless wisdom and established principles to today’s complex investment decisions. The name Vident comes from a Latin word meaning, “they oversee, they care for.” The company is wholly owned by the Vident Investors’ Oversight Trust and is solely focused on serving the needs of investors.

Disclosure: Information in this document should not be considered legal or investment advice. Nothing in this message shall be considered a solicitation/offer to buy/sell any security or other financial instrument or to offer or provide any investment advice

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