ANN BERES, Trading Associate
Ann joined Dana Investment Advisors in July 1986 and is currently a Trading Associate. She maintains and sets up new data for clients, securities, brokers, custodians and operational files and monitors cash in Dana client accounts. Ann is responsible for generating fixed bond trades after execution. She works closely with the bond portfolio managers, brokers and custodians to expedite allocations, trades and settlement for all fixed income accounts, as well as providing support and assistance to the equity trading department.
NICHOLAS BERICH, CPA, Senior Vice President, Administration
Nick joined Dana Investment Advisors in August of 2001 and is currently a Senior Vice President. Nick oversees a number of Dana’s operational processes, including computation and maintenance of composite performance records for Dana’s fixed income and equity strategies. Prior to joining Dana, Nick held the position of Corporate Controller at McIver Electric, Inc. and Parks-Pioneer Corp. From 1989 to 1996, Nick gained experience at Firstar Trust Company in various roles including Retirement Plan Administrator and Trust Accounting Manager. Nick graduated from the University of Wisconsin–Milwaukee with a BBA in Accounting in 1988 and earned an MBA in Finance in 1993.
SANDRA DUPIES, Operations Associate, Administration
Sandy graduated from Alverno College with a BA in Business Management and Professional Communications in 1991. Sandy joined Dana Investment Advisors in March 2001 and is currently an Operations Associate. She is responsible for maintaining consultant databases, completing RFP’s, verifying client performance and is the liaison for proxy services. Prior to joining Dana, Sandy worked as a Fixed Income Trading Liaison for Robert W. Baird.
DORIS ELIAS, Administrative Assistant, Operations and Accounting
Doris joined Dana Investment Advisors in August 1988 and is currently an Administrative Assistant. She is responsible for daily reconciliation of client accounts and maintains the Firm’s accounts payable system. She also trains new employees and provides general office assistance. Doris has over 25 years of experience in banking and financial office environments.
JENNIFER GASPAREK, Administrative Assistant, Billing and Client Presentations
Jennifer joined Dana Investment Advisors in November 2003 and is currently an Administrative Assistant. She is responsible for management fee billing and preparing client presentations. Prior to joining Dana, Jennifer was an Investment Management Associate at US Bank where she was responsible for trading for Milwaukee and Chicago Portfolio Managers and she designed and assembled client presentations.
CURT HOFFMAN, Assistant Vice President, Operations and Account Reconciliation
Curt graduated from the University of Wisconsin-Milwaukee with a BA in Psychology in 1995. Curt joined Dana Investment Advisors in September 2006 as an Account Reconciler. Prior to joining Dana, Curt held the position of Reconciliation Accountant at UMB Fund Services. Curt entered the investment industry in 1996 and gained experience at Firstar Trust Company and US Bancorp Fund Services.
LORI PIEKARSKI, Assistant Vice President, Administration
Lori graduated from the University of Wisconsin-Eau Claire with a BBA in Management in 1985. She earned an MBA from Cardinal Stritch University in 1998. Lori joined Dana Investment Advisors in May 1994 and is currently an Assistant Vice President. She is responsible for the preparation of RFP’s, quarterly position balancing, client reporting and client service. She also assists in the sales and marketing department. Lori is a volunteer and wish granter for the Make-A-Wish Foundation and she also volunteers at Community Memorial Hospital.
PERRY PORCARO, Assistant Vice President, Operations
Perry joined Dana Investment Advisors in December 2007 as an Assistant Vice President. He oversees a number of operational processes, including portfolio accounting and custody account reconciliation. Prior to joining Dana, Perry was a Senior Financial Analyst at Northwestern Mutual Wealth Management Company. There he developed and managed the financial processes and controls for the company from its inception in 2001, through 2007. Perry graduated from the University of Wisconsin–Milwaukee with a BBA in Finance in 1988 and earned an MS in Accounting in 1989.
SUE REDISKE, Assistant Vice President, Administration
Sue joined Dana Investment Advisors in July 1991 and is currently an Assistant Vice President and Operations Administer. She is responsible for opening client accounts including coordinating all contract paperwork as well as custodian and client asset transfers. She also assists with marketing and client service. Sue graduated from the University of Wisconsin – Milwaukee in 1986 with majors in both Finance and Marketing and began her career with Firstar Trust Company.
DANIEL RIEK, IT Manager
Dan joined Dana Investment Advisors in September 1997. Dan is responsible for all information technology needs including system design, coordination, maintenance and back-up. Dan has been instrumental in creating innovative systems to enable customized client reporting, sophisticated custodian reconciliation and efficient security trading. He graduated from Carroll University with a Bachelor of Science in Management Information Systems and has earned numerous industry certifications from Microsoft, Novell, Citrix and Unix.
TINA SELODE, Administrative Assistant, Operations
Tina joined Dana Investment Advisors in July 2007 and is currently an Administrative Assistant. She brings a wonderful attitude and client focus to our service team working very closely to keep our clients’ accounts balanced. She also helps with various administrative duties throughout the office. Tina adds over 10 years of administrative experience to our support team. Prior to joining Dana, she worked five years at the Ellenbecker Investment Group.
JEFFREY SHELTON, IT Technical Support
Jeff joined Dana Investment Advisors in July 2008 as an IT Technician. Jeff graduated from PcProSchools with MCSA, MCP, and MCDST Microsoft Certifications in August of 2008. Jeff has also obtained A+ and Networking+ certifications from CompTIA, MCITP from Microsoft and an SCA from the Help Desk Institute. He is responsible for supporting end users and maintaining the computer systems and servers. Prior to joining Dana, Jeff worked as a Customer Service Coordinator for a large aggregate producer, and has been an Independent IT Consultant for the past 9 years. Jeff is an active member of the Help Desk Institute, Robert Half Technologies and The International Webmasters Association.
