Greg Dahlman
Analyst-Equity chez Dana Investment Advisors, Inc.
Profil
Mr. Gregory A.
Dahlman, CFA, is a Senior Vice President & Equity Portfolio Manager at Dana Investment Advisors, Inc. He joined the firm in March 2006.
He is responsible for equity portfolio management and securities analysis.
He has over 14 years of experience managing equity portfolios, including positions with several investment management firms, most recently Associated Wealth Management.
Mr. Dahlman graduated from the University of Wisconsin-Whitewater with a BBA in Finance and Economics in 1985.
He is a CFA charter holder and a member of CFA Institute and the CFA Society of Milwaukee.
Postes actifs de Greg Dahlman
| Sociétés | Poste | Début |
|---|---|---|
Dana Investment Advisors, Inc.
 Dana Investment Advisors, Inc. Investment ManagersFinance Dana Investment Advisors, Inc. (Dana) is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Michael Dana in 1980. Dana provides investment supervisory services to qualified pension and profit-sharing plans, Taft Hartley plans, unions, financial institutions such as banks and credit unions, insurance companies, public sector entities such as cities and counties, health care facilities, corporations, charitable foundations and other charitable organizations, and certain high net -worth individuals. They also act as an investment manager for multiple wrap fee programs that are sponsored by third party institutions. Dana is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Analyst-Equity | 01/03/2006 |
Formation de Greg Dahlman
| University of Wisconsin-Whitewater | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Dana Investment Advisors, Inc.
Dana Investment Advisors, Inc. Investment ManagersFinance Dana Investment Advisors, Inc. (Dana) is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Michael Dana in 1980. Dana provides investment supervisory services to qualified pension and profit-sharing plans, Taft Hartley plans, unions, financial institutions such as banks and credit unions, insurance companies, public sector entities such as cities and counties, health care facilities, corporations, charitable foundations and other charitable organizations, and certain high net -worth individuals. They also act as an investment manager for multiple wrap fee programs that are sponsored by third party institutions. Dana is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
