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 is a former 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 Accreditations & Affiliations

CFA Society Boston – Member

CFA Institute – Member