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Podcast: The Julia La Roche Show
Episode: #035 Envestnet Co-CIO Dana D’Auria On Personalizing Portfolios
Description: Dana D’Auria, co-CIO of Envestnet, joins Julia La Roche on episode 35.Â
D’Auria, an English major, started her career as a journalist on the business beat and transitioned into finance after earning an MBA. A background in writing has been instrumental in the investment world, especially in explaining complex topics.Â
She spent 14 years at Symmetry Partners, serving as director of research and managing director and portfolio manager before joining Envestnet. The fin-tech b2b company provides technology and tools for financial advisors to offer hyper-personalized experiences for clients’ portfolios.Â
Elsewhere, D’Auria shared her...