Chief Executive Officer
Chief Executive Officer
Mark joined Dana Investment Advisors in December 1991 as a Vice President. He was promoted to Chief Operating Officer in December 1999 and Chief Executive Officer in December 2003. He is responsible for supervising all day-to-day operations of the Firm. He also assists with portfolio management and administrative servicing for numerous clients. Prior to joining Dana, Mark was an Audit Supervisor at Coopers & Lybrand where he specialized in the mutual fund and finance industries. Mark graduated from the University of Wisconsin-Madison with a BBA in Accounting in 1985 and earned an MBA in Finance in 1986. Mark is a Certified Public Accountant and is an active member of the AICPA, WICPA and FPA organization. Mark is also an active board member of Catholic Memorial High School and the Waukesha Regional YMCA.
Chief Investment Officer and Portfolio Manager
Chief Investment Officer and Portfolio Manager
Joe joined Dana Investment Advisors in 1994 as a Portfolio Manager and is currently the Chief Investment Officer. He is involved in setting firm wide investment policy and allocation decisions for all Dana investment strategies. Prior to Dana, he spent ten years at the Bank of New York as an Investment Liaison and Relationship Manager in the Master Trust and Investment Technology departments. He has appeared on Bloomberg television and radio, CNBC, and has been quoted in the New York Times and the Boston Globe. He has served as Treasurer of Holy Communion Church and as President of the Racine Symphony Orchestra. He is currently a Trustee and Treasurer of The Prairie School. Joe graduated from Northwestern University with a BA in Humanities and earned an MBA in Finance and International Business from the Stern School of Business at New York University. Joe is a CFA® charter holder and a member of the CFA Institute and the CFA Society of Milwaukee.
Director of Equities & Portfolio Manager
Director of Equities & Portfolio Manager
Duane Roberts joined Dana Investment Advisors in June 1999 and is currently Director of Equities and an equity Portfolio Manager. Duane graduated from Rice University with a BS in Electrical Engineering and Mathematics in 1980. He earned an MS in Statistics from Stanford University in 1981 and an MBA in Finance from Southern Methodist University in 1999. Duane is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.
Chief Compliance Officer
Chief Compliance Officer
Mike joined Dana Investment Advisors in May 1996 and is currently an Executive Vice President and the Chief Compliance Officer. Mike graduated from the University of Wisconsin-Whitewater with a BBA in General Business with an emphasis in Finance and Business Law in 1992. He earned a JD from the Valparaiso University School of Law in 1996. Mike is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Milwaukee. He is a Certified Financial Planner, Chartered Financial Consultant, and holds the Certified Employee Benefit Specialist designation.
Chief Investment Officer and Portfolio Manager
Chief Investment Officer and Portfolio Manager
Joe joined Dana Investment Advisors in 1994 as a Portfolio Manager and is currently the Chief Investment Officer. He is involved in setting firm wide investment policy and allocation decisions for all Dana investment strategies. Prior to Dana, he spent ten years at the Bank of New York as an Investment Liaison and Relationship Manager in the Master Trust and Investment Technology departments. He has appeared on Bloomberg television and radio, CNBC, and has been quoted in the New York Times and the Boston Globe. He has served as Treasurer of Holy Communion Church and as President of the Racine Symphony Orchestra. He is currently a Trustee and Treasurer of The Prairie School. Joe graduated from Northwestern University with a BA in Humanities and earned an MBA in Finance and International Business from the Stern School of Business at New York University. Joe is a CFA® charter holder and a member of the CFA Institute and the CFA Society of Milwaukee.
Director of Equities & Portfolio Manager
Director of Equities & Portfolio Manager
Duane Roberts joined Dana Investment Advisors in June 1999 and is currently Director of Equities and an equity Portfolio Manager. Duane graduated from Rice University with a BS in Electrical Engineering and Mathematics in 1980. He earned an MS in Statistics from Stanford University in 1981 and an MBA in Finance from Southern Methodist University in 1999. Duane is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.
Director of Fixed Income and Portfolio Manager
Director of Fixed Income and Portfolio Manager
Rob Leuty joined Dana Investment Advisors in October 2002 and is currently the Director of Fixed Income and Portfolio Manager. Rob graduated from the University of Wisconsin–Madison with a BBA in Accounting in 1988 and earned an MBA in Finance from the University of St. Thomas in 1994. Rob is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Milwaukee. He is also an associate member of the Government Finance Officers Association.
Senior Vice President and Portfolio Manager
Senior Vice President and Portfolio Manager
Brian joined Dana Investment Advisors in June 2008 as an Assistant Vice President and Portfolio Manager. Brian is responsible for municipal portfolio management and analysis. Prior to joining Dana, he worked for Stifel, Nicolaus & Company as a Vice President in their Fixed Income Group. Brian has nine years of credit analysis experience with a focus on municipal credits. Brian graduated from Marquette University with a BS in Finance in 1999.
Senior Vice President and Portfolio Manager
Senior Vice President and Portfolio Manager
Mike Honkamp joined Dana Investment Advisors in June 1999 and is currently a Senior Vice President and Portfolio Manager. Mike graduated from Santa Clara University with a BS in Economics in 1991 and earned an MBA from The American School of International Management (Thunderbird) in 1993. Mike has been in the investment industry since 1999 and managing equity portfolios since 2003. He is CFA® charterholder and member of the CFA Institute and the CFA Society of Milwaukee. Mike and his wife opened a coffeehouse in Milwaukee in 1995. Mike enjoys exploring sunny locales in the Western Hemisphere and keeps his DVR busy with Arsenal matches when he isn’t trying to improve his long iron performance.
Senior Vice President and Portfolio Manager
Senior Vice President and Portfolio Manager
Dave joined Dana Investment Advisors in August 2007 and is currently a Senior Vice President and Portfolio Manager. Dave graduated from Valparaiso University with a BSBA in International Business in 1997. Upon graduation he spent three years honing his financial statement analysis skills as a Senior Credit Analyst with Johnson Bank. He has been managing small and large cap equity portfolios since 2000. Dave is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Milwaukee. In his spare time, he stays active playing tennis, camping and traveling with his wife and three children.
Senior Vice President and Portfolio Manager
Senior Vice President and Portfolio Manager
Noaman Sharief joined Dana Investment Advisors in June 2008 and is currently a Vice President and Portfolio Manager. Noaman graduated from the University of Illinois at Urbana-Champaign with a BS in 1999 and earned an MBA in Finance from the University of Wisconsin-Milwaukee (UWM) in 2009. Noaman has been in the investment industry since 2002. Prior to joining Dana, he worked for Sovereign Advisers and Credit Suisse First Boston. He currently serves on the Board of the Investment Management Certificate Program at UWM. Outside of his career and family, he spends a great deal of time serving his community – including mentoring young adults, teaching, and is a member of various service organizations.
Portfolio Manager & Equity Analyst
Portfolio Manager & Equity Analyst
Dave joined Dana Investment Advisors in May of 2013 and is currently an Equity Analyst. Dave graduated from the University of Notre Dame with an undergraduate degree in 2005, from the University of Pittsburgh School of Law with a JD in 2008, and from the University of Notre Dame with an MBA in 2012. He is responsible for security selection and portfolio analysis across Dana’s equity strategies. Dave enjoys basketball in his free time and lives in downtown Milwaukee, WI with his wife Kate.
Senior Vice President and Portfolio Manager
Senior Vice President and Portfolio Manager
Matt Slowinski joined Dana Investment Advisors in March 2008 and is currently a Vice President and Portfolio Manager. Matt graduated from the University of Wisconsin-Milwaukee with a BBA in Finance in 2003 and earned an MBA from The Pennsylvania State University in 2009. Matt has been in the investment industry since 2003. Prior to joining Dana, he worked for Wells Fargo Funds Management Group and Wells Capital Management. Matt is CFA® charterholder and a member of CFA Institute and the CFA Society of Milwaukee. Matt is an avid sports fan and enjoys spending time in the outdoors with his wife and two children.
Portfolio Manager & Equity Analyst
Portfolio Manager & Equity Analyst
Sean joined Dana Investment Advisors in October 2016 and is currently an Equity Analyst. Sean graduated from the University of Wisconsin-Madison with a BA in Finance, Investments, and Banking in 1994 and earned an MS in Finance, Investments, and Banking in 1996. Sean has held numerous positions including Equity Analyst, Portfolio Manager, and Director of Equities since entering the industry in 1996. Sean is a CFA charterholder and a member of the CFA Institute.
Senior Vice President and Portfolio Manager
Senior Vice President and Portfolio Manager
Greg joined Dana Investment Advisors in March 2006 and is currently a Senior Vice President and Portfolio Manager. He is responsible for equity portfolio management and securities analysis. Greg has over 14 years of experience managing equity portfolios, including positions with several investment management firms, most recently Associated Wealth Management. Greg graduated from the University of Wisconsin-Whitewater with a BBA in Finance and Economics in 1985. Greg is a CFA® charterholder and a member of CFA Institute and the CFA Society of Milwaukee.
Portfolio Manager & ESG Analyst
Portfolio Manager & ESG Analyst
Ann Roberts joined Dana in May 2015 as an ESG Analyst, having performed ESG research for the company on a project basis since 2005. Ann graduated from Saint Mary’s College (Notre Dame, Indiana) with a BA in English in 1982 and earned a Master of Library Science from Texas Woman’s University in 2005.
Director of Trading and Operations
Director of Trading and Operations
George Tsiamis joined Dana Investment Advisors in April of 2007 and is currently the Director of Trading and Operations. George graduated from the University of Wisconsin Madison with a BBA in Finance and International Business in 1993. He works closely with the investment team and is primarily responsible for managing Dana’s Trading Desk. George is a member of the Security Traders Association of Wisconsin. George enjoys vacationing in Greece with his wife Tracie and their four children.
Assistant Vice President of Trading
Assistant Vice President of Trading
Kelly Morrison joined Dana Investment Advisors in May 2011 and is currently a trader. Kelly graduated from the University of Wisconsin–Eau Claire with a BBA in Finance in 2002 and earned an MBA from the University of Wisconsin–Milwaukee in 2008. She is responsible for equity trading and trade settlement. Kelly is also a member of the Security Traders Association of Wisconsin and is a board member of Elmbrook Youth Hockey Association. Kelly lives in Sussex, WI and enjoys spending time with her husband Matt and two children.
Senior Vice President
Senior Vice President
Doug Classen joined Dana Investment Advisors in September of 1994 and is currently a Senior Vice President. Doug graduated from Wheaton College with a Bachelor of Arts in Economics in 1977. He is responsible for sales activities with Institutions, Consultants and Advisors. Doug enjoys scuba diving with his 3 sons, snow skiing and is an avid jui jitsui competitor.
Senior Vice President
Senior Vice President
Roland joined Dana Investment Advisors in January 2008 and is currently a Senior Vice President. He is responsible for marketing and business development at Dana. He has 27 years of asset management experience beginning with Dean Witter and later serving as Investment officer and Manager of investments for Colonial Life. Roland founded the asset management insurance practice at SEI Investments and later IAS-Insurance Advisory Services managing institutional assets for the insurance market. Roland graduated from the University of South Carolina with a BS in Business Marketing in 1970. Roland is a Fellow of the Life Management Institute.
Vice President
Vice President
Dave Mazza joined Dana in February 2016 as Vice President, Fixed Income Sales and Marketing. Dave graduated with honors from Xavier University in 1993 with a BSBA in Finance and Accounting. He has been in the investment industry since 1999 and has worked in multiple roles including Senior National Account Manager at Calvert Investments and National Marketing Director at Summit Investment Partners. Dave lives in Cedarburg, WI with his wife Amy and their three children. He enjoys golf as well as coaching his kids’ sports teams.
Senior Vice President
Senior Vice President
Jay Kaun joined Dana Investment Advisors in July 2015 and is currently a Senior Vice President. Jay graduated from Marquette University with a BS in 1982 and went on to earn a MS and MBA from Marquette in 1983 and 1998. He is responsible for client servicing and marketing and is a Certified Public Accountant. He also serves as a Becker/DeVry instructor for both the CPA and CFA examinations, is a member of Wisconsin Institute of Certified Public Accountants, and the American Institute Certified Public Accountants and, has served on the Boards of several Milwaukee area Charities including the American Liver Foundation, Marquette University’s Blue-Gold Fund, and Major League Baseball Alumni Association.
Senior Vice President
Senior Vice President
Rocco J. Fiordelisi, III joined Dana Investment Advisors in July of 2013 and is currently Senior Vice President. Rocco graduated from the University of Missouri – Columbia with a Bachelor of Arts Degree in Political Science in 1988. He is responsible for aligning and supporting Dana’s sales efforts within the Broker Dealer channel. He also achieved the Certified Investment Management Analystsm designation (CIMA®) and the Certified Private Wealth Advisorsm designation (CPWA®) both of which are offered through the Wharton School of Business – University of Pennsylvania and sponsored by Investment Management Consulting Association (IMCA). Rocco currently resides in Webster Groves, MO with his wife Ann and six children.
Senior Vice President Portfolio Specialist
Senior Vice President Portfolio Specialist
Lydia Miller joined Dana Investment Advisors in January 2015 and is currently a Senior Vice President, Portfolio Specialist. Lydia graduated from The Pennsylvania State University with a B.S. in Education, summa cum laude, in 1983 and from The University of Chicago with a M.B.A. in Finance and International Business in 1987. She is a specialist on SRI/ESG Team and responsible for marketing Dana’s investment strategies. Lydia is also a member of Women Investment Professionals and is a guest lecturer at various universities, including DePaul University and the University of Wisconsin’s MBA programs.
Senior Vice President
Senior Vice President
Bob graduated from Miami of Ohio with a B.S. in Finance and Accounting in 1979 and earned an M.B.A. in Finance from the University of Chicago Booth School of Business in 1981. Bob joined Dana Investment Advisors in July 2012 and is currently a Senior Vice President responsible for sales and marketing. He has over 25 years of trading, capital markets, and institutional sales experience and began his career at Goldman Sachs Asset Management, followed by Strong Funds, and most recently was Managing Director at Northern Trust Securities. Bob is a CPA.
Vice President
Vice President
John Mueller joined Dana Investment Advisors in July 2011 and is currently a Vice President. John graduated from Marquette University with a BS in Marketing and Finance. He is responsible for marketing all of Dana’s Investment Strategies and leads distribution efforts for Dana Funds. John is an avid runner and lives in Elm Grove, WI with his wife Anne and three young children.
Executive Vice President
Executive Vice President
André joined Dana Investment Advisors in February 1991 and is currently an Executive Vice President. He is responsible for marketing and client support at Dana. André has worked with a variety of institutional investment consulting and management firms, including Frank Russell Company, EF Hutton, and Merrill Lynch in an analytical, marketing or consulting function. André graduated from the University of Washington with a BA in Economics in 1981. André is a Certified Investment Management Analyst (CIMA) and is a member of the Investment Management Consulting Association (IMCA).
Sales and Portfolio Specialist
Sales and Portfolio Specialist
Alton Weigley joined Dana Investment Advisors in December of 2014 and is currently a Portfolio Specialist. Alton graduated from the University of Wisconsin-Madison with a BBA in Finance in 2013. He is responsible for providing support to our sales team, producing market research, and portfolio analysis. Alton is currently pursuing the CFA Charter and enjoys golfing, motorsports, and snowboarding in his free time.
Senior Vice President
Senior Vice President
Ellen joined Dana Investment Advisors in August 2007 and is currently a Senior Vice President. She focuses on client service and business development at Dana. Ellen began her institutional career in 1987 with Bank One where she was responsible for relationship management and marketing investment services. Since 2000, she has provided consulting services to a variety of clients throughout the Midwest. Ellen graduated from the University of Wisconsin-Milwaukee with a BBA in Finance and Marketing in 1986. Ellen is a member of the Government Finance Officers Association and serves on the Board of Directors for St. Charles Youth & Family Services.
Vice President, Client Service and Portfolio Specialist
Vice President, Client Service and Portfolio Specialist
Greg joined Dana Investment Advisors in May 2016 and is currently a Vice President. Greg graduated from State University of New York, Geneseo with a B.A. in Economics in 1990 and earned an M.B.A. in International Business from Clemson University in 1992. Prior to joining Dana, Greg was a Region Portfolio Manager for RidgeWorth Investments in Orlando, at Citicorp North America and Mellon Bank. Greg is a CFA charterholder and is a member of the CFA® Institute and the CFA Society of Orlando. He resides in Orlando with his wife and family.
Chief Compliance Officer
Chief Compliance Officer
Mike joined Dana Investment Advisors in May 1996 and is currently an Executive Vice President and the Chief Compliance Officer. Mike graduated from the University of Wisconsin-Whitewater with a BBA in General Business with an emphasis in Finance and Business Law in 1992. He earned a JD from the Valparaiso University School of Law in 1996. Mike is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Milwaukee. He is a Certified Financial Planner, Chartered Financial Consultant, and holds the Certified Employee Benefit Specialist designation.
Senior Vice President Administration
Senior Vice President Administration
Nick joined Dana Investment Advisors in August of 2001 and is currently a Senior Vice President. Nick oversees a number of Dana’s operational processes, including computation and maintenance of composite performance records for Dana’s fixed income and equity strategies. Prior to joining Dana, Nick held the position of Corporate Controller at McIver Electric, Inc. and Parks-Pioneer Corp. From 1989 to 1996, Nick gained experience at Firstar Trust Company in various roles including Retirement Plan Administrator and Trust Accounting Manager. Nick graduated from the University of Wisconsin–Milwaukee with a BBA in Accounting in 1988 and earned an MBA in Finance in 1993.
Assistant Vice President Operations
Assistant Vice President Operations
Perry Porcaro joined Dana Investment Advisors in December, 2007 and is currently an Assistant Vice President of Operations. Perry graduated from UW-Milwaukee with a BBA in Finance in 1988 and an MS in Accounting in 1989. He is responsible for overall client administration. Perry received his CPA license in 1991 and is an active United Way participant. Perry stays active playing golf, softball, and bowling.
Assistant Vice President Administration
Assistant Vice President Administration
Sandy Dupies joined Dana Investment Advisors in March, 2001 and is currently an AVP Administration. Sandy graduated from Alverno College with a BA in Business Management in 1991. She is responsible for the preparation of RFPs and questionnaires, maintaining consultant databases and she is the liaison for proxy services. Sandy loves cooking and lives in Nashotah, WI with her husband Tom and two children.
Assistant Vice President, Administration
Assistant Vice President, Administration
Sue joined Dana Investment Advisors in July 1991 and is currently an Assistant Vice President. She is responsible for opening client accounts including coordinating all contract paperwork as well as custodian and client asset transfers. She also assists with marketing and client service. Sue graduated from the University of Wisconsin – Milwaukee in 1986 with majors in both Finance and Marketing and began her career with Firstar Trust Company.
Administrative Assistant Operations and Accounting
Administrative Assistant Operations and Accounting
Doris R. Elias joined Dana Investment Advisors in August 1988 and is currently Administrative Assistant/Accounting. She is responsible for daily reconciliation of client accounts and the company’s accounts payables. Doris is a volunteer for numerous committees in her church and lives in New Berlin, WI with her husband, Frank.
Reconciliation Accountant
Reconciliation Accountant
David Hardeman joined Dana Investment Advisors in January of 2015 and is currently a reconciliation accountant. David graduated from the University of Tennessee Chattanooga with a Bachelors in Finance in 2003 and an Associate’s degree in Business Administration in 2001. He is responsible for client accounting and assisting in client services. David has almost 10 years in the banking and finance industry.
Assistant Vice President Administration and Compliance
Assistant Vice President Administration and Compliance
Lori Salyers joined Dana Investment Advisors in February 2007 and is currently an Assistant Vice President. Lori graduated from Lakeshore Technical College with a Paralegal Associate degree in 1993. She graduated from Lakeland College with a BA in Business Administration in 2013. Lori is responsible for various components of the Firm’s compliance procedures and administers the Firm’s employee benefit plans. She also assists with Firm administration and client service in the wealth management group. Lori is a Certified Employee Benefit Specialist and is an involved member of the Milwaukee Chapter ISCEBS. She also serves as the Treasurer for the Jaycees of Wisconsin Foundation.
Assistant Vice President
Assistant Vice President
Curt Hoffman joined Dana Investment Advisors in September 2006 and is currently an Assistant Vice President. Curt graduated from The University of Wisconsin – Milwaukee with a BA in Psychology in 1995. He is responsible for Account Reconciliation.
Administrative Assistant Operations
Administrative Assistant Operations
Tina Selode joined Dana Investment Advisors in July of 2007 and is currently an administrative assistant. She is responsible for answering the phones, assisting with client reporting, and supporting the sales and marketing team. Tina adds over 15 years of administrative experience to our team. Tina lives in Waukesha with her husband Chad and daughter Emma. She very much enjoys being involved in her daughter and step-children’s sports activities throughout the year.
Billing and Client Presentations
Billing and Client Presentations
Jennifer Koester-Gasparek joined Dana Investment Advisors in November 2003. She is responsible for client presentations and billing. Jennifer lives in Hales Corners, WI with her husband Michael and daughter.
Client Presentations and Operations
Client Presentations and Operations
Elsa Manske joined Dana Investment Advisors in July 2015 and is currently an Administrative Assistant. Elsa graduated from the University of Wisconsin-Milwaukee with a BA in 2001. She is responsible for management fee billing and preparing client presentations. Elsa enjoys playing the piano, flute, and volleyball, as well as paying for (but rarely using) a gym membership.
Assistant Vice President Administration
Assistant Vice President Administration
Lori Piekarski joined Dana Investment Advisors in May 1994 and is currently Assistant Vice President. Lori graduated from University of WI – Eau Claire with a BBA in 1985, and earned an MBA from Cardinal Stritch in 1998. She is responsible for assisting the ongoing sales and marketing efforts, due diligence questionnaires and client reporting. Lori is also an IRS Enrolled Agent and actively volunteers for Make-A-Wish, Susan Komen, Stars & Stripes Honor Flight, and Community Memorial Hospital.
Trading Assistant
Trading Assistant
Jody Katravas joined Dana Investment Advisors in May 2013 as a Trading Assistant. Jody graduated from the Waukesha County Technical College with an Associate’s degree in Finance. She works closely with the Portfolio Managers, Brokers, Custodians and Trading team to expedite allocations, trades and settlement for all fixed and equity accounts. Prior to joining Dana, Jody worked in the financial field for 10 years at Waukesha State Bank in various positions including their Investment Department.
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