 |
 |
15800 Bluemound Rd., Suite 250
Brookfield, WI 53005
1-800-765-0157
|
|
 |
|
|
|
ADMINISTRATION |
| 
Mark Mirsberger, CPA
Chief Executive Officer
Dana Experience:
16 years
Investment Experience:
21 years
|
|
| Education: MBA - Finance:
University of Wisconsin - Madison - 1986
BBA - Accounting: University of Wisconsin - Madison
- 1985 |
| Professional
Designations:
Certified Public Accountant - 1989
Member of the Wisconsin Institute of Certified
Public Accountants and American Institute of Certified
Public Accountants, AIMSE & FPA. |
| Current
Responsibilities:
Mark is responsible for supervising all day-to-day
operations of the firm. He also assists with portfolio
management and administrative servicing for numerous
clients.
Mark currently is a member of the Board of Directors
of Lincoln State Bank of Milwaukee, Wisconsin. |
| Previous Experience:
| Prior to
joining Dana, Mark was an Audit Supervisor
at Coopers & Lybrand where he specialized
in the mutual fund and finance industries.
|
|
|
|
|
| 
Michael C. Stewart, JD, CFA ,
CFP
Chief Compliance Officer
Dana Experience:
11 years
Investment Experience:
11 years
|
|
| Education:
JD - Law: Valparaiso University School of
Law - 1996
BBA - General Business: University of Wisconsin-
Whitewater - 1992 |
| Professional
Designations:
Chartered Financial Analyst 1999
Certified Financial Planner 2000
Member of: The American Bar Association, State
Bar of Wisconsin, Chicago Society of Investment
Analysts, Association for Investment Management
and Research and Financial Planning Association. |
| Current
Responsibilities:
Mike is a portfolio manager in Dana's Wealth
Management group. Mike also contributes his legal
expertise to the firm's compliance and regulatory
efforts. |
| Previous Experience:
- Mike's previous business experience
includes positions at an insurance
company and a real estate development
firm.
|
|
|
|
|
| |
| 
Gerald E. Denor, CPA
Executive Vice President
Dana Experience:
22 years
Investment Experience:
31 years
|
|
| Education: BBA - Accounting: University
of Wisconsin - Madison - 1964 |
| Professional
Designations:
Certified Public Accountant - 1970
Member of the Wisconsin Institute of Certified
Public Accountants. |
| Current
Responsibilities:
In addition to coordinating Dana's employee benefit
plans, Jerry is involved with client reporting,
compliance and Wealth Management Services. |
| Previous Experience:
- Served as Director of Finance
- St. Claire Hospital from 1982
- 1986.
|
- Operations Division Manager -
First Wisconsin National Bank of
Madison, Wisconsin.
|
|
|
|
|
| |
| 
Nicholas Berich,
Senior Vice President - Administration
Dana Experience:
6 years
Investment Experience:
15 years
|
|
| Education: MBA - Finance: University
of Wisconsin - Milwaukee - 1993
BBA - Accounting: University of Wisconsin - Milwaukee
- 1988
|
| Professional
Designations:
Certified Public Accountant - 1993 (currently
inactive, reinstatement in progress)
Member of the Wisconsin Institute of Certified
Public Accountants. |
| Current Responsibilities:
Nick is responsible for performance measurement
and AIMR-PPS compliance for Dana. Additionally
Nick is involved in the oversight of our operations,
client reporting and marketing support efforts. |
| Previous Experience:
- Held the position of Corporate
Controller at McIver Electric and
Parks-Pioneer Corporation.
|
- From 1989 to 1996 Nick gained
experience at Firstar Trust Company
in various roles including Retirement
Plan Administrator and Trust Accounting
Manager.
|
|
|
|
|
| |
|
|
|
|
|
