Founded in 1980 by Mike Dana, a Midwest native and experienced investment professional, Dana originally served many business owners and their employees. These entrepreneurial roots still run deeply within our firm today. Dana remains an independent, employee-owned enterprise that believes integrity, trust, responsibility and stewardship never, ever go out of style. Our history and growth are a testament to our leadership, employees and clients.
1990s
FirmStrategiesAUM
-
1999
Large Cap and Small Cap Strategies are launched -
1999
Mark Mirsberger is named COO -
1999
Duane Roberts, Director of Equities, is hired and develops the Dana equity process -
1996
Mike Stewart joined Dana Investment Advisors -
1995
Intermediate Bond Strategy is launched -
1994
Joe Veranth joins Dana Investment Advisors -
1993
Surpassed $1 billion in AUM -
1991
Surpassed $500 million AUM -
1991
Mark Mirsberger joins Dana Investment Advisors