CXO
CXO
Apr 7, 2022
E6. Reporting on Investment News Inspires Career Change Ft. Dana D’Auria of Envestnet
Play • 32 min

Communication skills and curiosity were key attributes that Dana D’Auria took with her when she left journalism for a career in investments. Now the Co-CIO of Envestnet, Dana joins our CXO podcast to share her market insights.

Hear Dana’s views on: 

  • Her journey from journalism to investment professional and Co-CIO.  
  • Increased market volatility amid rising interest rates and ongoing geopolitical tensions. 
  • Diversifying portfolios beyond 60/40 allocations and opportunities in alternatives.
  • Whether active management could make a comeback.
  • Returning to a (perhaps) more sustainable version of life as usual. 

Follow Envestnet:  Twitter, LinkedIn
Follow Dana D'Auria: LinkedIn
Follow CAIS: LinkedIn, Twitter, Facebook

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