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Zephyr Adjusted for Risk Podcast: Championing Women in Investment Management

Wealthmanagement.com

Mar 7, 2025

In honor of International Women's Month, Ryan Nauman had the pleasure of talking with three women who are doing fantastic things in the investment management space. Sharing their journeys into the investment management space were: Dana D’Auria - Group President of Solutions & Co-CIO at Envestnet Shana Orczyk Sissel – CEO of Banríon Capital Management Bridget Costello – Wealth Advisor at Kayne Anderson Rudnick During this very engaging and insightful conversation, Dana, Shana and Bridget shared their stories about their journey from deciding to enter the investment management space to their current positions. They discussed how they overcame obstacles along the way, the role their mentors played, and some very helpful tips for other women who are looking to get into and advance in the wealth management space.

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