As a Managing Director and Portfolio Manager, Dana provides investment expertise to his relationships. As an Analyst, he focuses on consumer discretionary, technology, and industrials research.
Before joining Boston Financial Management in 2009, he was Senior Vice President, Investment Management with Brown Brothers Harriman and Senior Vice President and Senior Portfolio Manager with Putnam Investments.
Dana received his B.S.B.A. from the University of Maine, Orono and his MBA from Northeastern University.
Industry Accreditation & Affiliations
CFA Society Boston – Member
CFA Institute – Member