Investment experience: 19 years; 17 years with firm

Dana's responsibilities include developing and implementing investment policies for institutions and private clients, financial planning and maintaining client relationships. Dana is also involved in managing the direct sales effort. She received her BA in economics from the University of California, Santa Barbara, in 1991; her Chartered Financial Analyst designation in 1997; and her Certified Financial Planner® designation in 2010. Prior to joining Bailard in 1994, Dana worked at Morgan Stanley in the investment banking division. She is an active member of the CFA Institute. When she's not in the office, Dana enjoys spending time with her son.