Dana InvestmentDana Investment Advisors, Inc.

15800 Bluemound Rd., Ste 250   ·   Brookfield, WI 53005   ·   Toll-Free: (800) 765-0157

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The Dana Team

Management Team

  • Mark Mirsberger, CEO
  • Joseph Veranth, CIO
  • Duane Roberts, Dir of Equities

Investment Team

  • Joseph Veranth, CFA
  • Duane Roberts, CFA
  • Greg Dahlman, CFA
  • Michael Honkamp, CFA
  • David Stamm, CFA
  • Robert Leuty, CFA
  • Brian Lehky
  • Noaman Sharief
  • George Tsiamis
  • Matthew Slowinski
  • Michael Stewart, JD CFA, CFP
  • Mark Mirsberger, CPA
  • Michael Dana
  • James Ivey
  • Kelly Morrison

Marketing & Client Services

  • Doug Classen
  • Andre Kamber, CIMA
  • Ellen Roberts
  • Roland David, FLMI
  • John Hamlin
  • John Mueller

Operations & Administration

  • Ann Beres
  • Nicholas Berich, CPA
  • Sandra Dupies
  • Doris Elias
  • Jennifer Gasparek
  • Curt Hoffman
  • Lori Piekarski
  • Perry Porcaro
  • Sue Rediske
  • Daniel Riek
  • Tina Selode
  • Jeff Shelton

Compliance Team

  • Michael Stewart, JD CFA, CFP
  • Lori Heiman, CEBS
Browse: Home / The Dana Investment Advisors’ Team / DUANE ROBERTS, CFA, Director of Equities and Portfolio Manager

DUANE ROBERTS, CFA, Director of Equities and Portfolio Manager

Duane joined Dana Investment Advisors in June 1999 and is currently Director of Equities and Portfolio Manager. From May 1998 until he joined Dana Investment Advisors, Duane was a Portfolio Manager with Discovery Management in Dallas, Texas. 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 from Southern Methodist University in 1999. Duane is a Chartered Financial Analyst and is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.

 

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