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 / KELLY MORRISON, Trading Associate

KELLY MORRISON, Trading Associate

 alt=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.

 

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