DANA INVESTMENT, LLC
JACKSONVILLE, FLORIDA

DANA INVESTMENT, LLC, founded on the pillars of trust, integrity, and professional experience, is a distinguished investment firm dedicated to delivering exceptional and personalized client service. The firm strives for unparalleled results in global and regional institutional consulting as well as wealth advisory services, leveraging actively managed equity and fixed income strategies to meet diverse financial goals. Dana Investment Advisors serves an array of corporate clients, including CEOs, CFOs, and CIOs, assisting them with investment guidelines, pension and 401(k) management, alongside cash management and structured product needs. Additionally, the firm caters to a broad spectrum of nonprofit entities, offering advisory services aligned with mission-oriented objectives through robust equity, fixed income, and balanced strategies. For affluent individuals and families, Dana Investment Advisors works towards realizing lifetime financial aspirations ranging from educational funding to retirement plans and multigenerational wealth management. The company is also committed to fostering excellence within its team by nurturing a workplace environment recognized as one of the best places to work in pensions and investments over several years. At the helm are seasoned professionals such as Mark, CEO since December 2003, with extensive experience in portfolio management and finance; Joe, CIO with significant media presence and experience from previous roles at prominent financial institutions like Bank of New York; Duane Roberts, an equity Portfolio Manager with a robust academic background; and Mike, Chief Compliance Officer ensuring regulatory adherence. All leaders share common credentials such as the CFA® charter and memberships in respective finance institutes. Dana Investment Advisors embraces Environmental, Social, and Governance (ESG) factors as integral to its investment process, predicting an upsurge in their financial impact over time. As a member of US SIF (US Sustainable Investment Forum), the firm supports sustainable, responsible, and impact investing across all asset classes. The company was incorporated in Florida on October 4, 2005, with head offices situated at 8219 Alderman Road, Jacksonville, FL. Dana INVESTMENT, LLC actively engages both domestic and international markets through a client-centric approach, underscoring its commitment to fiduciary excellence as reflected in the latest annual report dated March 26, 2024.