Ena Dashi
Associate Portfolio Manager
Ena works directly with the Portfolio Managers to help facilitate the monitoring of clients’ portfolios. In this capacity, she helps to identify asset categories that have deviated from their original target allocations and may present a rebalancing opportunity. When a rebalancing opportunity is identified, she works with Portfolio Managers to determine the appropriate trading actions for clients as necessary. She also assists in the monitoring of cash reserve requirements and assists in identifying strategies that may enhance the tax efficiency of portfolios. Ena is a member of the Stoker Ostler Investment Committee, which is responsible for setting investment policies and strategies for the firm.
Ena joined Stoker Ostler in October of 2007. She graduated from Arizona State University with a bachelor’s degree in Economics and minor in Spanish. She is also a candidate for the CERTIFIED FINANCIAL PLANNERTM designation. She was the recipient of numerous scholarship awards and was nominated to participate in the National Youth Leadership Forum on Defense, Intelligence and Diplomacy and the International Mission on Business in China and Eastern Europe.
