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