Kelly Morrison
Trading-Equity chez Dana Investment Advisors, Inc.
Postes actifs de Kelly Morrison
Sociétés | Poste | Début | Fin |
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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). | Trading-Equity | 01/05/2011 | - |
Historique de carrière de Kelly Morrison
Formation de Kelly Morrison
University of Wisconsin-Milwaukee | Masters Business Admin |
University of Wisconsin-Eau Claire | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Trading-Equity | 1 |
Masters Business Admin | 1 |
Undergraduate Degree | 1 |
Sectorielle
Consumer Services | 3 |
Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
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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 |
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