Investment experience: 16 years; 14 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 from the University of California, Santa Barbara, in 1991 and her Chartered Financial Analyst designation in 1997. 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. Her outside interests include crossword puzzles and travel.