Angel joined Dana Investment Advisors in April 2022 and is currently working with Client Services. She graduated from the University of Wisconsin-Madison in 1992 with a BS degree. Angel is responsible for servicing client accounts including new account paperwork, trust accounts, asset transfers, custodian documents, contracts and processing cash requests. Her previous experience at Legacy Capital Partners maintaining Wealth Management Client Accounts led her to Dana Investment Advisors.
Sharon joined Dana Investment Advisors in May 2022 and is responsible for servicing client accounts and portfolios with the Wealth Management Division at Dana Investments. Sharon started her business career in 1984 at Morgan Stanley Dean Witter as a Senior Registered Client Service Associate and left in 2006 to join Legacy Capital Partners as a Portfolio Administrator. She currently helps run Waukesha County Special Olympics and acts as the Agency Manager for Waukesha County Spring City Special Olympics.
Jody Katravas joined Dana Investment Advisors in May 2013 as a Trading Assistant. Jody graduated from the Waukesha County Technical College with an Associate’s degree in Finance. She works closely with the Portfolio Managers, Brokers, Custodians and Trading team to expedite allocations, trades and settlement for all fixed and equity accounts. Currently, Jody is responsible for account reconciliation. Prior to joining Dana, Jody worked in the financial field for 10 years at Waukesha State Bank in various positions including their Investment Department.
Lori Piekarski joined Dana Investment Advisors in May 1994 and is currently Assistant Vice President. Lori graduated from University of WI – Eau Claire with a BBA in 1985, and earned an MBA from Cardinal Stritch in 1998. She is responsible for assisting the ongoing sales and marketing efforts, due diligence questionnaires and client reporting. Lori is also an IRS Enrolled Agent and actively volunteers for Make-A-Wish, Susan Komen, Stars & Stripes Honor Flight, and Community Memorial Hospital.
Elsa Manske joined Dana Investment Advisors in July 2015. Elsa graduated from the University of Wisconsin-Milwaukee with a BA in 2001. She is responsible for assisting with ongoing sales and marketing efforts, the preparation of RFPS and due diligence questionnaires, maintains consultant databases, and she is the liaison for proxy services. Elsa lives in Sussex, WI and enjoys spending time with her husband and daughter.
Jennifer Koester-Gasparek joined Dana Investment Advisors in November 2003. She graduated from Southern New Hampshire University with an AS in Business Administration in 2021. Jennifer is responsible for creating client presentations, updating marketing materials, client reporting, and client invoices.
Tina Selode joined Dana Investment Advisors in July of 2007 and is currently an administrative assistant. She is responsible for answering the phones, assisting with client reporting, and supporting the sales and marketing team. Tina adds over 25 years of administrative experience to our team. Tina lives in Waukesha with her husband Chad and daughter Emma. She very much enjoys being involved in her daughter’s sports activities throughout the year.
Curt Hoffman joined Dana Investment Advisors in September 2006 and is currently an Assistant Vice President. Curt graduated from The University of Wisconsin – Milwaukee with a BA in Psychology in 1995. He is responsible for Account Reconciliation.
Lori joined Dana Investment Advisors in February 2007 and is currently an Assistant Vice President. Lori graduated from Lakeshore Technical College with a Paralegal Associate degree in 1993, and earned the Certified Employee Benefit Specialist designation from the IFEBP and the Wharton School of the University of Pennsylvania in 1999. She graduated from Lakeland University with a BA in Business Administration in 2013. She is responsible for various components of the Firm’s compliance procedures.
David Hardeman joined Dana Investment Advisors in January of 2015 and is currently a reconciliation accountant. David graduated from the University of Tennessee Chattanooga with a Bachelors in Finance in 2003 and an Associate’s degree in Business Administration in 2001. He is responsible for client accounting and assisting in client services. David has almost 10 years in the banking and finance industry.