As women in the financial industry, the gender ratio can often impact our trading skills and our ability to invest.

And here’s where the industry encourages us to get back out there and understand that there’s no perfect strategy to invest. 

In this episode, Dana D’Auria talks about her journey in the financial industry and ways she’s able to guide women interested in investing without having to tweak their portfolios at every market shift. 

Dana discusses: 

• The difference between men and women when it comes to investing
  
• Advice for women looking to improve their investment skills
  
• The importance of incorporating discipline within your investment practices
  
• How to identify risk tolerance in your portfolio
  
• Ways to look at your assets when investing
  
• What you should know about sustainable investing 
  
• And more!
  

Connect with Melissa Carter: 

• LinkedIn: Melissa Carter
  

Connect with Dana D’Auria:

• LinkedIn: Dana D’Auria
  

Connect with Financial Advisor Magazine:

• LinkedIn: Financial Advisor Magazine 
  
• Facebook: Financial Advisor Magazine 
  
• Twitter: Financial Advisor Magazine 
  

About our Guest: 

In her role as Group President, Envestnet Solutions and Co-Chief Investment Officer, Dana D’Auria supports the ongoing growth and alignment of Envestnet’s fiduciary solutions, as well as its research, overlay, and portfolio management resources. Dana is a member of Envestnet | PMC’s Investment Committee and has more than 15 years of experience managing and implementing investment solutions for wealth managers.

About our Host:

Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy. 

As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.