Dario Castagna

Edward Jones Principal Dario Castagna leads the Portfolio Solutions Team and the Portfolio Optimization Group within the Investment Management department. These teams help clients achieve—and often exceed—their financial, tax-minimization, and other personal goals by delivering unbiased, high-quality portfolio management and advanced, customized portfolio-construction capabilities. They support financial advisors by managing the complexities of portfolio design so advisors can focus on deeper client relationships.

In his role, Dario oversees portfolio construction and implementation for the firm’s discretionary accounts, including proprietary funds and model portfolios. He also oversees non-discretionary accounts and the firm’s portfolio-construction capabilities that leverage advanced optimization technology.

Dario is a voting member of the Investment Policy Committee (IPC), which stewards the firm’s investment philosophy and the advice relied on by branch teams. He also serves on the Edward Jones Advisory Investment Committee, responsible for the oversight of Edward Jones Advisory Solutions®, the Bridge Builder Mutual Funds, and the Edward Jones Money Market Fund.

Dario joined Edward Jones in 2017 as a senior portfolio manager. He led the global fixed-income team within Portfolio Solutions from 2019 to 2021, overseeing the fixed-income components of Advisory Solutions Research Models, the Bridge Builder fixed-income funds, and the Passport Money Market Fund. From 2021 to 2023, he led the Proprietary Funds team, managing all Bridge Builder funds and the Passport Money Market Fund.

Dario began his career in 2001 as an analyst at Morningstar Italy. After roles in the U.K., Sweden, and Italy, he moved to Chicago in 2005, joining Morningstar Investment Management. There, he advanced to multi-asset portfolio manager and head of the North American fixed-income team, helping deliver target-risk, multi-asset income, and absolute-return strategies for financial advisors and institutional clients.

Dario holds an MBA from the University of Chicago Booth School of Business and a master’s in financial markets economics from Bocconi University in Milan, Italy. He is also a CFA® charterholder and a member of the CFA Institute and the CFA Society of St. Louis.

Dario and his wife, Rossana, live in St. Louis with their daughter, Andrea. He enjoys traveling, reading, and staying active and is committed to community involvement