Co-Chief Investment Officer & Group President of Envestnet Solutions, Envestnet
Search every verified Dana D'auria interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Dana D'Auria, co-chief investment officer and group president of Envestnet Solutions, has appeared on multiple financial news programs in 2024 and 2025 to discuss market conditions, tariffs, and the role of financial advisors. In May 2025, she stated that most investment professionals are advising clients to "stay the course" and avoid trying to time the market amid tariff-driven volatility. She described tariffs as a "consumption tax" that raises costs for consumers and said the breadth and magnitude of recent tariff announcements caught markets off guard. D'Auria expressed the view that the Federal Reserve has been "slow to act" and that it would be "premature" to assume a September 2025 rate cut, adding that the Fed would likely wait to see whether tariffs destroy demand or raise prices before cutting rates. D'Auria has also discussed the expansion of Envestnet's partnership with iCapital to include alternative investments, describing the goal as enabling advisors to manage public and private market assets through a single platform. She noted that demand is increasing for both structured products and alternatives, and that product innovations such as interval funds are making private markets more accessible to retail investors. In an April 2025 interview, she said that during volatile periods, clients want to hear from their advisor directly rather than from an algorithm, and that the future of advice lies in combining human insight with technology for better client outcomes.
“I mean, we're all kind of saying the same thing, right? Like, stay the course. Take a deep breath. Keep calm and carry on. I mean, I don't know anybody who's, you know, really trying to time this market.”
“You also do want to make sure they're in the right kind of portfolio for volatile times. I mean, we're pretty clear from our perspective, be diversified. There's this argument out there that in bad times, correlations all go to one. So, how is diversification really helping me? But that's a very narrow view.”
“If you have somebody who's in like an SMA, for example, are you taking advantage of a time like this? There was no worse conversation I've heard in my career than clients in '08 who not only had their portfolios dropped dramatically but they had a tax bill. Those clients, it just so happened that what they were investe...”
“At the end of the day, it's a consumption tax. Like at the end of the day, it's a tax put on this import and it requires the consumer, whether it's the buyer who's then going to pass it on to the end consumer, to kind of pay this tax and it has the spectre of raising the cost.”
“We just got through obviously a period of pretty bad inflation. It was kind of V-shaped, upside down, V-shaped, right? Maximal increase and then it came down pretty fast, too. But everybody's very weary about inflation. So in the midst of that to then put a bunch of taxes on imports that we all rely on, you're raising...”
“We came into this year with this expectation of a big bull market. That this administration was going to be really pro-growth, pro-business, and also that they cared a lot about inflation. And so I think everybody knew tariffs were coming. That was well signaled. But I think the breadth, the magnitude caught everybody...”
“You're looking at potentially stagflation. You're looking at the Fed trying to figure out do I cut rates to battle the encroaching recession that would have unemployment or do I keep rates where they are because I got to keep inflation at bay. So it's just obviously very difficult for markets.”
“The precedent is that the executive branch can kind of set these tariffs at will and that's what makes this a little bit crazy and nerve-wracking. In the morning we could do one thing and by the afternoon we could get more news and there's really no governor on it.”
“The message is one thing, right? What people are doing is quite something else. Not everybody has an adviser providing some ballast in the relationship. The investing public and investments at large, a lot of people are paid a lot of money to try to figure out the right thing to do and the 'figure out the right thing t...”
“I'm more in the camp honestly that I think this Fed has been slow to act. They've demonstrated that and I think this one is going to be no different. I think they're going to take their time and look and see, are these tariffs destroying demand or are they raising prices? Because if they're raising prices, we're not ex...”
“The announcement that we made today in partnership with Envestnet was to bring our custom model capabilities to RIAs, enabling them to customize models with their own intellectual property to better scale their business and serve clients more efficiently.”
“Most advisers now understand that they are not just portfolio managers but behavioral finance experts and planners, and asset management is better left done in a model setting to bring more process into their business.”
“Our mission at BlackRock is to help advisers and their clients access the full power of the capital markets, which increasingly includes private market opportunities, and we are working with Envestnet to integrate these into models for advisers.”
“Last year, we acquired SpiderRock, an option overlay firm, which is now part of BlackRock and available through Envestnet; it is one of our fastest growing strategies because it helps advisers solve client needs like hedging and tax management.”
“Personalization at scale is critical; advisers have always customized solutions for clients, but now platforms like Envestnet help automate and scale this process to make practices more efficient.”
On today's episode, Doug talks with Dana D'Auria, Group President and Co-Chief Investment Officer at Envestnet. Dana shares ...
Chuck's recording LIVE at Envestnet's #ENVelevate in Las Vegas. In this segment, Chuck catches up with Dana D'Auria, Group ...
Jill Carey Hall, BofA Securities, and Dana D'Auria, Envestnet co-CIO, join 'Closing Bell Overtime' to talk the day's market action.
Dana D’Auria, Envestnet co-CIO, and Sam Stovall, CFRA Research chief investment strategist, join 'Closing Bell Overtime' to talk the day's market action. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Follow CNBC…
During this fun and very informative conversation, Envestnet's Co-CIO and Group President, Dana D'Auria shares some fantastic ...
iCapital's partnership with Envestnet, a B2B financial ecosystem used by broker-dealers, advisors and RIAs, has expanded ...
Scott Wren, Wells Fargo Investment Institute senior global market strategist, and Dana D'Auria, Envestnet co-CIO, joins 'Closing ...
Tim Simons, Jefferies U.S. economist, and Dana D'Auria, Envestnet PMG co-CIO, join 'Squawk Box' to preview the August jobs ...
Adam Crisafulli, Vital Knowledge founder and Dana D'Auria, Envestnet co-CIO, join 'Closing Bell Overtime' to talk the day's ...
Dana D'Auria, co-CIO at Envestnet, and Victoria Greene, founding partner & chief investment officer at G Squared Private Wealth ...
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