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 / MICHAEL STEWART, JD, CFA, CFP, CEBS, Executive Vice President, Portfolio Manager and Chief Compliance Officer

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.

 

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