49 min

Factor Investing, ESG, and Financial Advisor Challenges with Dana D’Auria, Co-CIO, Envestnet PMC Valuewalk's ValueTalks

    • Business

Hello Podcast listeners,

Today is a very special episode with Dana D’Auria, CFA, Co-CIO at Envestnet PMC. She is also a member of Envestnet PMC’s Investment Committee and has nearly 15 years of experience managing and implementing investment solutions for wealth managers. Before this, she was Managing Director of Symmetry Partners. She was also President and Portfolio Manager of Symmetry Panoramic Mutual Funds. She earned her MBA in Finance and her BA in English and International Studies from Fairfield University. In today’s episode we discuss her approach to investing, current state for financial advisors, and ESG.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Dana D’Auria, CFA, Co-CIO at Envestnet PMC. She is also a member of Envestnet PMC’s Investment Committee and has nearly 15 years of experience managing and implementing investment solutions for wealth managers. Before this, she was Managing Director of Symmetry Partners. She was also President and Portfolio Manager of Symmetry Panoramic Mutual Funds. She earned her MBA in Finance and her BA in English and International Studies from Fairfield University. In today’s episode we discuss her approach to investing, current state for financial advisors, and ESG.

Enjoy and thanks for the listen!

49 min

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