In this episode, Christine sits down with Dana D'Auria, co-chief investment officer of Envestnet, to talk about her passion to drive better client experiences while enhancing ESG investing. Envestnet is a fintech giant and the industry’s largest turnkey asset management platform with $286 billion dollars in assets under management.
Through her work, Dana hopes to inspire women to build their wealth while aligning investments with their values and lifestyles.