We are focused on delivering excellent investment solutions and support.

Our National Network of Support

With a staff of more than 100, Symmetry works with financial advisors across the United States to provide the tools and operational support they need to deliver a quality experience to their investors. Our team offers exceptional services in the areas of:

  • Investment Research
  • Operations and Back Office Support
  • Marketing and Creative Services
  • Business Development and Training

Our Investment Committee

Symmetry Partners’ investment committee is made up of highly qualified and experienced professionals. They focus on ensuring Symmetry’s investment products remain true to our goal of engineering broadly diversified and efficient portfolios supported by market-tested academic research.

DAVID E. CONNELLY, JR. Principal and Co-Founder David E. Connelly Jr., Principal, is a founding partner of Symmetry Partners. Mr. Connelly focuses on portfolio management and the strategic growth of the firm. He co-founded Symmetry Partners in 1994 to serve pension funds, closely held businesses, not-for-profit organizations and high-net-worth investors. He has broadened the focus of the firm to include a full range of retirement plans and independent fee-based advisors. Prior to co-founding Symmetry Partners, Mr. Connelly was a financial advisor with Dean Witter Reynolds serving high-net-worth clients. He also held positions with Merrill Lynch and Putnam Mutual Funds. Mr. Connelly received his BS in finance from Northeastern University and his MBA from the University of New Haven.
PATRICK A. SWEENY Principal and Co-Founder Patrick A. Sweeny, Principal, is a founding partner of Symmetry Partners. Prior to co-founding Symmetry Partners in 1994, Mr. Sweeny spent a number of years on Wall Street with Weeden & Company and Dean Witter Reynolds in institutional trading and sales in both the equity and fixed income markets. Additionally, he was a member of the Commodities Exchange as a floor trader with Paine Webber. Mr. Sweeny is a recognized speaker on asset class investing and transforming advisor businesses into more efficient models. He speaks at industry conferences and is a guest lecturer at the university level. He received his BA in economics from Fairfield University.
JOHN B. McDERMOTT, Ph.D. Chief Investment Strategist Dr. McDermott began his affiliation with Symmetry in 2005. Dr. McDermott is a renowned scholar focused on the role of liquidity in financial markets. He has been published in numerous academic journals, including The Journal of Banking and Finance, The Journal of Financial Markets and The Journal of Futures Markets. Dr. McDermott received his undergraduate degree from the U.S. Coast Guard Academy, his MBA from Columbia University, and his Ph.D. from the University of Connecticut.
DANA M. D’AURIA, CFA Managing Director, Portfolio Manager Ms. D’Auria is a managing director of Symmetry Partners and Apella Capital and a portfolio manager for the Symmetry Panoramic Mutual Funds. She is directly responsible for overseeing Symmetry Partners' Research, which includes Investments and Investment Communications, Operations and Product Strategy Departments. Ms. D'Auria is also a member of the firm’s Investment Committee, which is responsible for setting the firm’s investment policy. Ms. D’Auria regularly delivers educational presentations to Symmetry’s advisor network, has published several articles on investing in industry journals and is often quoted in the press. Prior to joining Symmetry, she worked in public relations and as a financial journalist. Ms. D’Auria received her B.A. from Fairfield University in 1999 and her M.B.A. in finance from Fairfield in 2007. She was awarded the CFA charter in 2010.
PHILIP R. MCDONALD, CFA, CAIA, CIPM Director of Investments, Portfolio Manager Mr. McDonald joined Symmetry in April of 2010. Prior to joining Symmetry, he held several international investment management positions at Prudential Capital Group and worked as an internal consultant for The Harford Financial Services Group. Mr. McDonald received his B.S. in International Finance & Commerce from Georgetown University’s School of Foreign Service and his M.B.A in finance and venture consulting from the University of Connecticut.  He became a CFA charterholder in 2003, a CAIA charterholder in 2012, and a CIPM designation holder in 2011. He has served as Symmetry's Associate Director of Research and Director of Fixed Income and Alternatives prior to being named the Director of Investments in 2017.