Dana joined Bailard in 1994. As a Senior Investment Counselor in the Wealth Management Group, Dana splits her time between focusing on business development efforts and maintaining deep relationships with some affluent families and individuals that Bailard has been advising for decades.

Dana’s business development efforts concentrate on developing and maintaining the strategic partnership with Charles Schwab and their Schwab Advisor Network® referral program. This includes continually striving to better understand the needs of Charles Schwab clients and identifying appropriate existing strategies or building new strategies to meet those needs.

With over 20 years in the business, Dana is committed to providing a high level of service plus customized and comprehensive wealth management to her clients. This includes helping them navigate the many different financial stages of their lives by developing and implementing personalized investment strategies, retirement transition plans, individual income tax plans and issue spotting on various estate planning matters.

Dana earned her Chartered Financial Analyst® designation in 1997 and her CFP® certification in 2010. She is a member of the Security Analysts of San Francisco and the CFA Institute. As an active member of the CFA Institute, she often spends time each year giving back to the financial community by volunteering at the Institute’s Charlottesville headquarters office.

Prior to joining Bailard, Dana worked in the investment banking division at Morgan Stanley. She received her BA in economics from the University of California, Santa Barbara in 1991.

When she is not in the office Dana enjoys spending time with her family in Marin.