Author: Dana DAuria

As Co-Chief Investment Officer Dana plays a key role in the ongoing growth and alignment of Envestnet’s fiduciary solutions, as well as its research, overlay, and portfolio management resources. Ms. D’Auria, a member of Envestnet | PMC’s Investment Committee, has more than 15 years of experience managing and implementing investment solutions for wealth managers. Most recently Dana served as Managing Director of Symmetry Partners. She was also President and Portfolio Manager of Symmetry Panoramic Mutual Funds, the firm’s multi-factor family of funds. At Symmetry Partners, Ms. D’Auria led the investments/research, mutual fund, and investment communications departments, and helped develop new investment strategies to meet the needs of clients. She holds the Chartered Financial Analyst (CFA) designation, and earned both her MBA (in Finance) and BA (in English and International Studies) from Fairfield University.

Credit Exchange/Financial Services/Lending

Holistic Advice Includes Strategic Borrowing Advice

March 17, 2023March 17, 2023 Dana DAuria

When surveyed, most clients will say that they expect their financial advisor to provide credit or lending advice.

BlackRock/Tax Planning

Manage the Impact of Taxes in a Personalized and Differentiated Way

December 7, 2022 Dana DAuria

With eyes focused on year-end tax moves, more advisors are considering the importance of tax optimization and a personalized approach.

Sustainable Investing

Sustainable Investing in a World with Putin

April 1, 2022September 22, 2022 Dana DAuria

As each passing day unfolds with new stories of the mounting human tragedy in Ukraine, western governments have in turn responded with an increasing array of sanctions and punitive economic measures against the Russian economy...