Dario Castagna

Edward Jones Principal Dario Castagna leads the Portfolio Solutions team within the Advice and Guidance department. The Portfolio Solutions team is dedicated to helping clients meet or exceed their financial goals by providing unbiased quality portfolio management. They support financial advisors by managing the complexities of portfolio construction.

In his leadership role, Dario oversees the portfolio construction and implementation of firm discretionary accounts, including proprietary funds and model portfolios, and provides guidance for managed accounts.

Dario is a voting member of the Investment Policy Committee (IPC), which stewards the firm's investment philosophy and oversees the advice and guidance relied upon by branch teams to help clients achieve their long-term goals. He also serves on the Edward Jones Advisory Investment Committee, which approves and oversees portfolio guidance for investment advisory programs.

Dario joined Edward Jones in 2017 as a senior portfolio manager on the Portfolio Construction team. Between 2019 and 2021, he led the Portfolio Solutions global fixed-income team. In this role, he was responsible for the fixed-income sleeve of the Advisory Solutions Research Models, the fixed-income Bridge Builder mutual funds, and the Passport Money Market fund. Between 2021 and 2023, he led the Proprietary Funds team responsible for the portfolio management activities of all Bridge Builder and the Passport Money Market funds.

Dario began his career as an analyst at Morningstar Italy in 2001. After working in the U.K., Swedish, and Italian offices, he moved to Chicago in 2005 and joined the Morningstar Investment Management division. There, he advanced as a multi-asset portfolio manager and head of the North American fixed-income team, sharing responsibility for a wide array of qualitative and quantitative portfolio solutions, including target-risk, multi-asset income, and absolute-return strategies, serving both 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, have one daughter, Andrea, and reside in St. Louis, MO. He enjoys traveling, reading, and fitness activities.