As a Managing Director and Wealth Manager, Dana provides expertise in investment management, and provides investment council to institutions and high net-worth individuals and their families. Dana serves on a number of the firm’s committees, including Investment Policy Committee, Investment Research Committee and Portfolio Construction Committee.
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 is a graduate of the University of Maine, Orono, with a degree in Business Management. He graduated summa cum laude with a Master’s degree in Business Administration from Northeastern University.
Industry Accreditation & Affiliations
CFA Society Boston – Member
CFA Institute – Member