On this episode of UnNiched, Andrea meets Dana D’Auria. Dana does her research and facts don't lie. Women are amazing ambassadors in the financial services industry both on the advisory side and the money management side. And Dana would know, she's the Director of Research at Symmetry Partners. Please join Andrea and Dana for a chat about doing the research, having difficult conversations, and staying disciplined and investing and in life.
Show Notes & References
Dana D’Auria is a managing director of Symmetry Partners and Apella Capital and a portfolio manager for the Symmetry Panoramic Mutual Funds. She is directly responsible for overseeing Symmetry Partners' Research, which includes Investments and Investment Communications, Operations and Product Strategy Departments. Ms. D'Auria is also a member of the firm’s Investment Committee, which is responsible for setting the firm’s investment policy. Ms. D’Auria regularly delivers educational presentations to Symmetry’s advisor network, has published several articles on investing in industry journals and is often quoted in the press. Prior to joining Symmetry, she worked in public relations and as a financial journalist. Ms. D’Auria received her B.A. from Fairfield University in 1999 and her M.B.A. in finance from Fairfield in 2007. She was awarded the CFA charter in 2010.