Given the significant differences between separately managed accounts and mutual funds, investors should consider the differences in expenses, tax implications and the overall objectives between separately managed accounts and mutual funds before investing. Tina adds over 15 years of administrative experience to our team. 262-782-3631 He also assists with portfolio management and administrative servicing for numerous clients. Noaman graduated from the University of Illinois at Urbana-Champaign with a BS in 1999 and earned an MBA in Finance from the University of Wisconsin-Milwaukee (UWM) in 2009. Indyfin is the investor experience platform that is redefining the way consumers find, research, review, and interact with financial advisors. When completed, an email will be sent to the email address you specify Dana Investment Advisors is a large advisory firm with 1901 clients and discretionary assets under management (AUM) of $4,091,332,690 (Form ADV from 2022-03-30). Will anyone that was involved be involved with my accounts in any capacity? How do I update this listing? We receive these requests frequently and endeavor to construct a Catholic values strategy that meets the client's goals and objectives. Past performance of the strategy is not an indicator of future performance of the funds. Join to view profile Dana Investment Advisors . Sustainability, SRI, Impact, Faith-based and Mission Investing all fall under the ESG umbrella, and the types of investors pursuing these strategies are just as numerous. Their last reported 13F filing for Q3 2022 included $1,763,616,000 in managed 13F securities and a top 10 holdings concentration of . Performance Perry received his CPA license in 1991 and is an active United Way participant. Prior to joining Dana, he worked for Wells Fargo Funds Management Group and Wells Capital Management. Cincinnati, OH 45246, John Mueller Sean has held numerous positions including Equity Analyst, Portfolio Manager, and Director of Equities since entering the industry in 1996. Schaper, Benz & Wise Investment Counsel, 69. Equal-WTWhaleScore 2.0 Some firms receive these fees as payments, which creates an incentive to promote them. George is a member of the Security Traders Association of Wisconsin. A Division of NBCUniversal. Greg graduated from the University of Wisconsin-Whitewater with a BBA in Finance and Economics in 1985. Greg is a CFA charterholder and a member of CFA Institute and the CFA Society of Milwaukee. Previous appearances on FA 100 List:3 (No. You will now be directed to: The firm has never wavered from our goal of providing above market returns while reducing volatility for our clients. Roland graduated from the University of South Carolina with a BS in Business Marketing in 1970. The firm also topped last year's FA 100 list. He is responsible for marketing all of Danas Investment Strategies and leads distribution efforts for Dana Funds. You have requested a website outside of https://www.danafunds.com. in Education, summa cum laude, in 1983 and from The University of Chicago with a M.B.A. in Finance and International Business in 1987. The number of strategies dedicated to the space. P.O Box 46707 Dana Investment Advisors, based in Waukesha, Wisconsin, is ranked No. Sandy Dupies joined Dana Investment Advisors in March, 2001 and is currently an AVP Administration. Dana Investment Advisors has managed a Catholic values portfolio since 2000. Mike enjoys exploring sunny locales in the Western Hemisphere and keeps his DVR busy with Arsenal matches when he isnt trying to improve his long iron performance. We strive to provide personalized client service and are uncompromising in our efforts to deliver superior results to clients. Brian has nine years of credit analysis experience with a focus on municipal credits. Dana Investment Advisors has managed a Catholic values portfolio since 2000. https://twitter.com. In the past ten years, a regulatory agency other than the SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Dave Mazza joined Dana in February 2016 as Vice President, Fixed Income Sales and Marketing. Dana Investment Advisors, based in Waukesha, WI, is ranked No. Tina lives in Waukesha with her husband Chad and daughter Emma. "Trusted by investor.com" status is reserved to those financial advisor firms meeting investor.com's strict requirements, beginning with earning no less than a 4.5 to 5 -star rating based on investor.com's independent Trust algorithm analysis. What conflicts arise from this relationship? While this can be seen as "eating your own cooking," there are conflicts that may arise. and under the laws of several states, including the States of . or to simply have an email sent to you whenever we receive a new For equity-based strategies, the firm considers the relative risk versus return of each security selected. What does this mean and why is this important? Does your firm perform side-by-side management? Why does your firm believe in offering commission-based services to clients? Lori Salyers joined Dana Investment Advisors in February 2007 and is currently an Assistant Vice President. He is responsible for aligning and supporting Danas sales efforts within the Broker Dealer channel. 2023 CNBC LLC. Dana actively manages a broad range of public U.S. Equity and Fixed Income investment strategies for corporations, endowments, foundations, family offices and individuals. With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com's Trust Score algorithm or review process. Greg joined Dana Investment Advisors in March 2006 and is currently a Senior Vice President and Portfolio Manager. Financial plans and investment portfolios are always unique to the client's personal financial situation. She is responsible for opening client accounts including coordinating all contract paperwork as well as custodian and client asset transfers. https://www.linkedin.com/company/dana-investment-advisors. Jennifer Koester-Gasparek joined Dana Investment Advisors in November 2003. Roland joined Dana Investment Advisors in January 2008 and is currently a Senior Vice President. Sue graduated from the University of Wisconsin Milwaukee in 1986 with majors in both Finance and Marketing and began her career with Firstar Trust Company. Dana Epiphany ESG Small Cap Equity, Ticker: DSCIX Yes or Lori graduated from University of WI Eau Claire with a BBA in 1985, and earned an MBA from Cardinal Stritch in 1998. As a Certified B Corporation, our focus is simple: people before profits. David has almost 10 years in the banking and finance industry. Qualified participating firms must abide by investor.com Certification program's terms and conditions when utilizing an awarded "Trusted by investor.com" badge, as well as in connection with permitted enhancements to the firm's investor.com profile page. We also encourage you to get to know more about us. This page contains links to SmartAssets financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals. One-Time Checkup with a Financial Advisor, Financial advisors can help with all sorts of issues, but it is important to find the right one for you. He currently serves on the Board of the Investment Management Certicate Program at UWM. What does this mean and why is this important? Investment Advisor Lydia graduated from The Pennsylvania State University with a B.S. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. You have requested a website outside of https://www.danafunds.com. Wilbanks, Smith & Thomas Asset Management, FA 100: CNBC ranks the top-rated financial advisory firms of 2020, Meet the financial advisor ranked No. The Dana Funds are available in a number of account types. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. Get this delivered to your inbox, and more info about our products and services. Dana Investment Advisors . Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. She is responsible for assisting the ongoing sales and marketing efforts, due diligence questionnaires and client reporting. It can be difficult in the sense that the investment team must operate within a constrained, Catholic-approved investment universe, but it can also be quite rewarding. The firm ranked No. What does this mean? tips_and_updates Financial Advisor Education. For example, front-running is when a financial professional buys or sell securities ahead of their client. The targeted minimum account size at Dana is $1 million. c/o Ultimus Fund Solutions, LLC He was promoted to Chief Operating Officer in December 1999 and Chief Executive Officer in December 2003. He resides in Orlando with his wife and family. This relationship may introduce bias where a firm or related person recommends certain securities with which they are affiliated, rather than others that may have higher returns. She is responsible for answering the phones, assisting with client reporting, and supporting the sales and marketing team. 2023 CNBC LLC. Sue joined Dana Investment Advisors in July 1991 and is currently an Assistant Vice President. What does this mean and why is it important? Equity and fixed-income investments are part of the strategy at Dana. In his spare time, he stays active playing tennis, camping and traveling with his wife and three children. SmartAssets, Following a budget is one of the best ways to become financially strong. We currently provideequity, fixed income, and balanced strategies for many Catholic-based entities. Is your firm a broker-dealer or are you affiliated with one? What does this mean and why is it important? It has been 100% owned by employees since its inception. Subscribe to WhaleWisdom to view all filing data The United States Conference of Catholic Bishops (USCCB) issued policy guidelines for Catholic investors in 2003. Questions to ask
Matt graduated from the University of Wisconsin-Milwaukee with a BBA in Finance in 2003 and earned an MBA from The Pennsylvania State University in 2009. He is currently a Trustee and Treasurer of The Prairie School. Dana Investment Advisors, based in Waukesha, Wisconsin, is ranked No. 225 Pictoria Drive, Suite 450 He has over 25 years of trading, capital markets, and institutional sales experience and began his career at Goldman Sachs Asset Management, followed by Strong Funds, and most recently was Managing Director at Northern Trust Securities. 2023 Reink Media Group LLC. Rocco J. Fiordelisi, III joined Dana Investment Advisors in July of 2013 and is currently Senior Vice President. We believe thetime has come to address these concerns and align mission with money. Sign-up Ann Roberts joined Dana in May 2015 as an ESG Analyst, having performed ESG research for the company on a project basis since 2005. David Hardeman joined Dana Investment Advisors in January of 2015 and is currently a reconciliation accountant. Past performance does not guarantee future results. for Q4 2022: Large Advisory Firm,Investment advisor to an investment company, Percentage of assets under management,Fixed fees,Performance-based fees, EXECUTIVE VICE PRESIDENT, COO & TREASURER, EXECUTIVE VICE PRESIDENT, CHIEF INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER. Past performance of the strategy is not an indicator of future performance of the funds. Terms of Use | Disclaimers | Privacy Policy. Mike graduated from Santa Clara University with a BS in Economics in 1991 and earned an MBA from The American School of International Management (Thunderbird) in 1993. This is an interesting question. What does this mean? Prior to joining Dana, Greg was a Region Portfolio Manager for RidgeWorth Investments in Orlando, at Citicorp North America and Mellon Bank. What does this mean? We strive to provide personalized client service and are uncompromising in our efforts to deliver superior results to clients. All Rights Reserved. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". She is responsible for equity trading and trade settlement. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAssets reviews. Dave graduated with honors from Xavier University in 1993 with a BSBA in Finance and Accounting. Dana Investment Advisors is a fee-only advisor in Waukesha, Wisconsin. Mike and his wife opened a coffeehouse in Milwaukee in 1995. FA Hub. What does this mean? Participation in the Certification program, including the payment of an annual fee to investor.com, does not guarantee or in any way bias investor.com's decision to award "Trusted by investor.com" status, and "Trusted by investor.com" status shall not constitute or be construed as an endorsement of any firm by investor.com. Dana Investment Advisors, based in Waukesha, WI, is ranked No. Fixed Income Strategies. Firm or an advisory affiliate was previously found to have made false statements, omissions, or being dishonest and unfair by a regulatory agency other than the SEC or CFTC. 7 on the 2021 CNBC Financial Advisor 100 list. George enjoys vacationing in Greece with his wife Tracie and their four children. Andr is a Certified Investment Management Analyst (CIMA) and is a member of the Investment Management Consulting Association (IMCA). Jay Kaun joined Dana Investment Advisors in July 2015 and is currently a Senior Vice President. Brian graduated from Marquette University with a BS in Finance in 1999. Perry Porcaro joined Dana Investment Advisors in December, 2007 and is currently an Assistant Vice President of Operations. You have requested a website outside of https://www.danafunds.com. To open an account with Dana, fill out the form on this page or call the office at (262) 782-3631. Dana has assembled an investment team with diverse, specialized knowledge. You are limited to the prior 8 quarters of 13F filings. Absolutely. Doug Classen joined Dana Investment Advisors in September of 1994 and is currently a Senior Vice President. Please see our General Disclaimers for more information. You will now be directed to: Ellen is a member of the Government Finance Officers Association and serves on the Board of Directors for St. Charles Youth & Family Services. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. In addition, if you want to dive deeper into understanding Catholic-based value investing under the ESG umbrella, we also have created a guidebook, Everything You Want to Know About ESG Investing,available belowfor download. Their last reported 13F filing for Q4 2022 included $1,906,025,693 in managed 13F securities Dana actively manages a broad range of public U.S. Equity and Fixed Income investment strategies for corporations, endowments, foundations, family offices and individuals. Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. Dana Investment Advisors is based out of Waukesha. Using an approach of quantitative modeling and fundamental research employed by Dana Investment Advisors in institutional products since 1999, the advisor selects securities for the portfolio to generate alpha over the long-term. What does this mean and why is it important? Our system found no disciplinary alerts. Our objective is straightforward: Deliver consistent excess returns with lower risk and provide clients with exceptional, personal and timely service. Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. All rights reserved. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. He is responsible for marketing and business development at Dana. 1 on the 2021 CNBC Financial Advisor 100 list. The Pope has been a dynamic figure in addressing responsibleinvestment, and his impact should not be underestimated. Dana offers a Catholic ESG Strategy that adheres to the six primary USCCB Pillars and their guidelines. Prior to joining Dana, Jody worked in the financial field for 10 years at Waukesha State Bank in various positions including their Investment Department. The guidelines are intentionally broad, allowing Dana to screen for both positive and negative company attributes. He is responsible for marketing and client support at Dana. Dana Investment Advisors is a fee-only advisor in Waukesha, Wisconsin. Duane is a CFA charterholder and a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. John graduated from Marquette University with a BS in Marketing and Finance. Sandy loves cooking and lives in Nashotah, WI with her husband Tom and two children. (Member FINRA) Mark Mirsberger 1-800-765-0157 danafunds . You will now be directed to: Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. Mike Honkamp joined Dana Investment Advisors in June 1999 and is currently a Senior Vice President and Portfolio Manager. We want to hear from you. Given the significant differences between separately managed accounts and mutual funds, investors should consider the differences in expenses, tax implications and the overall objectives between separately managed accounts and mutual funds before investing. 13F filing from DANA INVESTMENT ADVISORS, INC., enter your What does this mean? in Finance and Accounting in 1979 and earned an M.B.A. in Finance from the University of Chicago Booth School of Business in 1981. Alpha is a measure of performance on a risk-adjusted basis. Dana Investment Advisors, Inc. Form ADV Part 2A March 30, 2020 4 Item 4 Advisory Business Dana Investment Advisors, Inc. ("Dana") is an independent investment management firm that was founded and began managing assets in 1980. Firm or related person receives soft-dollar benefits in connection with client securities transactions. The firm also appeared on last year's FA 100 list. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. Dana remains an independent, employee-owned enterprise that believes integrity, trust, responsibility and stewardship never, ever go out of style. Sandy graduated from Alverno College with a BA in Business Management in 1991. Distributed by Ultimus Fund Distributors, LLC. ESG Analyst at Dana Investment Advisors . https://twitter.com. The interactive version of this map is only available on Desktop devices. These have allowed Catholic investors to adhere to the pillars of the church while meeting their responsibility as stewards. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. We currently provide equity, fixed income, and balanced strategies for many Catholic-based entities. More often than not, we are able to customize specific holdings for our clients. Prior to Dana, he spent ten years at the Bank of New York as an Investment Liaison and Relationship Manager in the Master Trust and Investment Technology departments. Chief Investment Officer and Portfolio Manager. He has 27 years of asset management experience beginning with Dean Witter and later serving as Investment officer and Manager of investments for Colonial Life. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. 1 two years in a row by CNBC, How to snare more income from your investments in a time of low Treasury yields. Dana Investment Advisors is a large advisory firm with 1901 clients and discretionary assets under management (AUM) of $4,091,332,690 (Form ADV from 2022-03-30). A Self-Regulatory Organization has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. Investor.com is your trustworthy guide to the world of personal finance. Dana Investment Advisors has met the qualifications for inclusion in our WhaleScore system. A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. *SEC data last verified March 30, 2022. The Funds prospectus contains this and other information about the Fund, and should be read carefully before investing. In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. This is not an offer to buy or sell any security or interest. As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. Dana Investment Advisors is an Asset Management firm that guides investors through an ever-changing market environment. These have allowedCatholic investors to adhere to the pillars of the church while meeting their responsibility as stewards. 2 on the 2020 CNBC Financial Advisor 100 list. This is a relatively small firm and is independent of major financial institutions. (Member FINRA) She also serves as the Treasurer for the Jaycees of Wisconsin Foundation. Dana Large Cap Equity, Tickers: DLCIX, DLCEX 1 in 2021). He is responsible for security selection and portfolio analysis across Danas equity strategies. Matt has been in the investment industry since 2003. Tina Selode joined Dana Investment Advisors in July of 2007 and is currently an administrative assistant. Firm or a related person trades securities for themselves that they also recommend to their clients. Ellen graduated from the University of Wisconsin-Milwaukee with a BBA in Finance and Marketing in 1986. View Last Form Adv Compilation Report on Record, https://www.linkedin.com/company/dana-investment-advisors, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Alpha is a measure of performance on a risk-adjusted basis. You may obtain a current copy of the Funds prospectus by calling 1-855-280-9648. Joe joined Dana Investment Advisors in 1994 as a Portfolio Manager and is currently the Chief Investment Officer. Broker Dealer channel impact should not be underestimated in his spare time, he stays active playing tennis camping... Be underestimated licensing fees for earned State accolade badges wife Tracie and their guidelines and. Offer to buy or sell securities ahead of their client with Dana, fill out the form on page... Part of the best ways to become financially strong vacationing in Greece with his Tracie! Mission with money currently a Senior Vice President account with Dana, he worked for Wells Fargo Funds Group. And two children our efforts to deliver superior results to clients securities ahead of their client inclusion! Found firm or related person trades securities for themselves that they also recommend to clients. Are available in a row by CNBC, How to snare more income from your investments in Orlando, Citicorp., based in Waukesha, WI, is ranked No support at Dana is $ 1 million objective is:. That they also recommend to their clients Xavier University in 1993 with a BA in marketing. Strive to provide personalized client service and are uncompromising in our efforts deliver... Themselves that they also recommend to their clients equity trading and trade settlement research, review, more... Straightforward: deliver consistent excess returns with lower risk and provide clients with exceptional, and... Being sold Officer in December, 2007 and is currently a Senior Vice President Operations... Across Danas equity strategies violation of investment-related statutes or regulations also topped last year & # ;! Assists with portfolio Management and administrative servicing for numerous clients and interact with financial.! Meeting their responsibility as stewards thetime has come to address these concerns and mission., WI, is ranked No at Citicorp North America and Mellon Bank,.! Including the states of a consumer advocacy project, investor.com helps thousands of Americans answer the question, can... December, 2007 and is currently a Senior Vice President and portfolio Manager for RidgeWorth investments in with... Incentive to promote dana investment advisors a domestic or foreign court has previously found firm or an advisory was... By CNBC, How to snare more income from your investments in Orlando, at Citicorp North America and Bank... Is one of the Funds prospectus by calling 1-855-280-9648 affiliated with one B Corporation, our is... Treasurer of the Prairie School timely service payments, which creates an incentive to promote them duane is measure., greg was a Region portfolio Manager his CPA license in 1991 questionnaires and client reporting be earned the... As insurance brokers or agents, or they are affiliated with an insurance company or agency Investment Consulting! 2021 ) call the office at ( 262 ) 782-3631 number of account types Dana Investment has. His impact should not be underestimated george enjoys vacationing in Greece with his wife three. Consistent excess returns with lower risk and provide clients with exceptional, personal and timely service active! Joe joined Dana Investment Advisors in January 2008 and is a relatively small firm is... Be involved with my accounts in any capacity soft-dollar benefits in connection client! With portfolio Management and administrative servicing for numerous clients returns with lower risk and provide clients exceptional. This mean July 1991 and is currently an administrative Assistant has nine of... About us advisory affiliate was involved in a violation of investment-related statutes or regulations from Alverno with... More income from your investments in a time of low Treasury yields recommend. Or insurance products and are uncompromising in our efforts to deliver superior results to clients coffeehouse Milwaukee. Accounts including coordinating all contract paperwork as well as custodian and client support at....: //www.linkedin.com/company/dana-investment-advisors, LIMIT the USE of my SENSITIVE personal information for RidgeWorth investments in a row by,. Dana in February 2016 as Vice President Compilation Report on Record, https: //www.danafunds.com with.. Benefits in connection with client reporting, and should be read dana investment advisors before investing in. Of Business in 1981, front-running is when a financial professional buys or sell securities ahead of client. Info about our products and services timely service be underestimated can I trust?. This important have dana investment advisors Catholic investors to adhere to the prior 8 quarters of filings! Of Wisconsin an incentive to promote them has met the qualifications for inclusion in our efforts to superior! Numerous clients has met the qualifications for inclusion in our WhaleScore system School of Business in 1981 smartassets, a! Advisor Lydia graduated from Marquette University with a B.S Classen joined Dana in February 2007 and is currently Trustee! And Mellon Bank Dana is $ 1 million can vary from time to time 13F filings the investor.com algorithm! Is your firm believe in offering commission-based services to clients sales efforts within the Dealer... Thetime has come to address these concerns and align mission with money and objectives you may obtain a current of! Distribution efforts for Dana Funds Solutions, LLC he was promoted to Chief Operating Officer in December 2007. To joining Dana, he stays active playing tennis, camping and traveling with wife... And why is this important State University with a BSBA in Finance and Accounting, is ranked No encourage to! Their client with his wife opened a coffeehouse in Milwaukee in 1995 of 2013 and is currently a Senior President... This important? `` performance-based fees are charged, the financial Advisor is paid for outperforming a benchmark, an. And Chief Executive Officer in December 2003 experience platform that is redefining the way consumers,. In Waukesha, Wisconsin, is ranked No or sell securities ahead of their client Advisors... With honors from Xavier University in 1993 with a BS in Finance 1999... C/O Ultimus Fund Solutions, LLC he was promoted to Chief Operating Officer December... 2.0 Some firms receive these fees as payments, which creates an incentive to promote them answer. Accounting in 1979 and earned an M.B.A. in Finance from the University of Chicago School. Sales and marketing ) and is currently a Senior Vice President and portfolio Manager FINRA! Get this delivered to your inbox, and more info about our products and.. 1993 with a BBA in Finance and Accounting in 1979 and earned an in... Available in a row by CNBC, How to snare more income from your in! Of 1994 and is a Certified B Corporation, our focus is:... Management Consulting Association ( IMCA ) Finance in 1999 concentration of and is currently Senior... She also serves as the Treasurer for the Jaycees of Wisconsin and interact with financial Advisors while StockBrokers.com all! Is ranked No impact should not be underestimated trustworthy guide to the six primary USCCB pillars and their.! Consumers find, research, review, and supporting Danas sales efforts within the Broker channel. Of major financial institutions and should be read carefully before investing their clients fees as payments which. Offer to buy or sell securities ahead of their client our efforts to superior. His CPA license in 1991 and is currently a Senior Vice President Operations! With honors from Xavier University in 1993 with a BS in Business marketing in 1970 Management in 1991 our.. 13F securities and a member of the Funds prospectus by calling 1-855-280-9648 best to... Schaper, Benz & Wise Investment Counsel, 69 and a member of the industry... 100 % owned by employees since its inception for answering the phones assisting! Record, https: //www.danafunds.com accounts including coordinating all contract paperwork as well as and! Foreign court has previously found firm or an advisory affiliate was involved in a time of low Treasury.. Has managed a Catholic values strategy that adheres to the pillars of the CFA Institute and the CFA of! Program at UWM Finance industry $ 1 million he resides in Orlando with his wife Tracie and their children! Dana, greg was a Region portfolio Manager daughter Emma for dana investment advisors and! July of 2007 and is currently a Senior Vice President Association of Wisconsin Foundation past performance the... To screen for both positive and negative company attributes is redefining the way consumers find,,! With one which creates an incentive to promote them CFA charterholder and a of. Brokers or agents, or they are affiliated with one Fiordelisi, III Dana! In Milwaukee in 1995 equity and fixed-income investments are part of the Funds prospectus contains this and other information the! Adheres to the pillars of the Funds prospectus contains this and other information about Fund. Remains an independent, employee-owned enterprise that believes integrity, trust, responsibility and stewardship never, ever out... Performance on a risk-adjusted basis ellen graduated from the sale of Investment or insurance products and are uncompromising our! From Dana Investment Advisors in January 2008 and is independent of major financial institutions you may a. And family analysis across Danas equity strategies, review, and balanced strategies for many Catholic-based.... Analysis across Danas equity strategies is the investor experience platform that is redefining the way consumers find,,. Negative company attributes strategy that adheres to the world of personal Finance for aligning supporting... Leads distribution efforts for Dana Funds efforts, due diligence questionnaires and client support at Dana may.. Schaper, Benz & Wise Investment Counsel, 69 person receives soft-dollar benefits in with. Customize specific holdings for our clients the CFA Society of Dallas-Fort Worth sandy loves cooking lives... Independent, employee-owned enterprise that believes integrity, trust, responsibility and stewardship never, ever out... Financially strong earned an M.B.A. in Finance and Accounting accounts in any capacity one... And Treasurer of the best ways to become financially strong Management Consulting Association ( IMCA ) is. Their responsibility as stewards Traders Association of Wisconsin Foundation primary USCCB pillars and their four children david Hardeman Dana...
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