JOSEPH VERANTH, CFA, Chief Investment Officer and Portfolio Manager
Joe joined Dana Investment Advisors in December 1994 and is currently the Chief Investment Officer and a Portfolio Manager. He is involved in setting firm wide investment policy and allocation decisions for all Dana investment strategies. Joe graduated from Northwestern University with a BA in Humanities in 1984. He earned an MBA in Finance and International Business from the Stern School of Business at New York University in 1991. Joe is a Chartered Financial Analyst and is a member of the CFA Institute and the CFA Society of Milwaukee.
DUANE ROBERTS, CFA, Director of Equities and Portfolio Manager
Duane joined Dana Investment Advisors in June 1999 and is currently a Senior Vice President and Equity Portfolio Manager. Duane serves as one of the Firm’s lead quantitative strategists. 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 in Finance from Southern Methodist University in 1999. Duane is a Chartered Financial Analyst and is a member of the CFA Institute and the Dallas Association of Investment Analysts.
GREG DAHLMAN, CFA, Senior Vice President and Portfolio Manager
Greg joined Dana Investment Advisors in March 2006 and is currently a Senior Vice President and Portfolio Manager. He is responsible for equity portfolio management and securities analysis. Greg has over 14 years of experience managing equity portfolios, including positions with several investment management firms, most recently Associated Wealth Management. Greg graduated from the University of Wisconsin-Whitewater with a BBA in Finance and Economics in 1985. Greg is a Chartered Financial Analyst and is a member of the CFA Institute and the CFA Society of Milwaukee.
MICHAEL HONKAMP, CFA, Senior Vice President and Portfolio Manager
Mike joined Dana Investment Advisors in June 1999 as a securities analyst. He was promoted to Portfolio Manager in 2002 and is currently a Senior Vice President and Portfolio Manager. He serves as one of the Firm’s lead macro strategists and has expertise in portfolio management and securities analysis for both fixed income and equity portfolios. Mike established two successful small businesses in the Milwaukee metro area which he still owns. Mike graduated from Santa Clara University with a BS in Economics in 1991. He earned an MBA in International Management from The American Graduate School of International Management (Thunderbird) in 1993. Mike is a Chartered Financial Analyst and is a member of the CFA Institute and the CFA Society of Milwaukee.
DAVID STAMM, CFA, Senior Vice President and Portfolio Manager
Dave joined Dana Investment Advisors in August 2007 and is currently a Senior Vice President and Portfolio Manager. Dave is responsible for equity portfolio management and securities analysis. He has 10 years of professional experience and began his career in commercial credit analysis. Prior to joining Dana, he was responsible for securities analysis with Johnson Asset Management analyzing small cap, large cap and international equities. Dave graduated from Valparaiso University with a BSBA in International Business in 1997. Dave is a Chartered Financial Analyst and is a member of the CFA Institute and the CFA Society of Milwaukee.
ROBERT LEUTY, CFA, Senior Vice President and Portfolio Manager
Rob joined Dana Investment Advisors in October 2002 and is currently a Senior Vice President and Portfolio Manager. Rob specializes in managing various fixed income and option-based portfolios. Previously, he held Portfolio Manager positions at Ziegler Asset Management and Wells Fargo Capital Management with the responsibility of managing mutual funds totaling $8 billion. Rob graduated from the University of Wisconsin–Madison with a BBA in Accounting in 1988. He earned an MBA in Finance from the University of St. Thomas in 1994. Rob is a Chartered Financial Analyst and is a member of the CFA Institute and the CFA Society of Milwaukee.
BRIAN LEHKY, Assistant Vice President and Portfolio Manager
Brian joined Dana Investment Advisors in June 2008 as an Assistant Vice President and Portfolio Manager. Brian is responsible for municipal portfolio management and analysis. Prior to joining Dana, he worked for Stifel, Nicolaus & Company as a Vice President in their Fixed Income Group. Brian has nine years of credit analysis experience with a focus on municipal credits. Brian graduated from Marquette University with a BS in Finance in 1999.
NOAMAN SHARIEF, Assistant Vice President and Portfolio Manager
Nomy joined Dana Investment Advisors in June 2008 as an Assistant Vice President and Portfolio Manager. Nomy has eight years of investment experience and specializes in fixed-income portfolio analysis. Prior to joining Dana, he was an analyst and business development coordinator at Sovereign Advisers in Charlotte, NC. Nomy graduated from the University of Illinois at Urbana-Champaign with a BS in 1999. He earned an MBA in Finance from the University of Wisconsin-Milwaukee in 2009. He has been very active with various community service organizations where he has held various officer positions including being the president of the largest Lions Club in Central Illinois.
GEORGE TSIAMIS, Senior Vice President, Director of Trading
George joined Dana Investment Advisors in April 2007 as a Vice President. He has expertise in several sophisticated electronic trading platforms and leads Dana’s equity and fixed income trading department. Prior to joining Dana, George held the position of Senior Trader at Northern Capital Management for 9 years. He entered the investment field in 1993 and gained experience at Firstar Investment Research Company and at Bank of America. George graduated from the University of Wisconsin-Madison with a BBA in Finance and International Business in 1993. George is a member of the Security Traders Association of Wisconsin and the CFA Institute.
MATTHEW SLOWINSKI, Assistant Vice President, Trader/Analyst
Matt joined Dana Investment Advisors in March 2008 as an Assistant Vice President. He has a broad level of experience in securities trading, and is an integral member of the trading department. Matt is especially involved with U.S. equity, adjustable rate bond and index option trading. Prior to joining Dana, Matt held the position of Securities Trader at Wells Fargo Funds Management Group, LLC. Matt entered the investment industry in 2003 and gained experience at UBS Financial Services and Wells Capital Management. Matt graduated from the University of Wisconsin–Milwaukee with a BBA in Finance in 2003. He earned an MBA at Penn State University in 2009. He is a member of the Securities Traders Association of Wisconsin.
MICHAEL STEWART, JD, CFA, CFP, CEBS, Executive Vice President, Portfolio Manager and Chief Compliance Officer
Mike joined Dana Investment Advisors in May 1996 and is currently an Executive Vice President, the Chief Compliance Officer and a Portfolio Manager in Dana’s Wealth Management group. He also contributes his legal expertise to the Firm’s compliance and regulatory efforts. Mike graduated from the University of Wisconsin-Whitewater with a BBA in General Business with an emphasis in Finance and Business Law in 1992. He earned a JD from the Valparaiso University School of Law in 1996. Mike is a Chartered Financial Analyst and is a member of the CFA Institute and the CFA Society of Milwaukee. He is a Certified Financial Planner, Chartered Financial Consultant, and holds the Certified Employee Benefit Specialist designation.
MARK MIRSBERGER, CPA, Chief Executive Officer
Mark joined Dana Investment Advisors in December 1991 as a Vice President. He was promoted to Chief Operating Officer in December 1999 and Chief Executive Officer in December 2003. He is responsible for supervising all day-to-day operations of the Firm. He also assists with portfolio management and administrative servicing for numerous clients. Prior to joining Dana, Mark was an Audit Supervisor at Coopers & Lybrand where he specialized in the mutual fund and finance industries. Mark graduated from the University of Wisconsin-Madison with a BBA in Accounting in 1985 and earned an MBA in Finance in 1986. Mark is a Certified Public Accountant and is an active member of the AICPA, WICPA and FPA organization. Mark is also an active board member of Harris Bank and the Waukesha YMCA.
MICHAEL DANA
Mike was the founder of Dana Investment Advisors in January of 1980. Prior to founding Dana, he gained experience as a trust officer with various Wisconsin-based trust departments. Mike also served on the staff of several Detroit-based brokerage houses. He was a portfolio manager with the First National Bank of Chicago in the Trust Equity Investment area. Mike graduated from the Detroit Institute of Technology with a BA in 1970. He continued his professional studies at the New York Institute of Finance and the Kennedy Sinclair Personal and Retirement Trust Schools.
JAMES IVEY
Jim joined Dana Investment Advisors as a Portfolio Manager in September 1983. He is an Investment Committee member involved with helping establish the Firm’s macro-economic outlook and monitoring the Firm’s fixed income strategies. Jim graduated from the University of Wisconsin-Eau Claire with a BS in Economics and Psychology in 1962.
KELLY MORRISON, Trading Associate
Kelly joined Dana Investment Advisors in May 2011 as a Trading Associate. She has extensive experience in security settlements, and is an integral member of the trading department. Prior to joining Dana, Kelly held the position of Foreign Trading Specialist at Wells Capital Management. Kelly entered the investment industry in 2002 and gained experience at US Bank Corp, Strong Capital Management, and Wells Fargo Funds Management Group. Kelly graduated from the University of Wisconsin–Eau Claire with a BBA in Finance in 2002. She earned an MBA from the University of Wisconsin–Milwaukee in 2008.
