Dan joined Dana in April 2025 and is currently a Portfolio Manager and Vice President. Dan graduated Magna Cum Laude from Boston College in 2008 with a BA in Mathematics. After graduation, he began his investment career with Evergreen Investments and then moved to Fiduciary Management in Milwaukee where he spent over a decade as an analyst and portfolio manager. Dan is a CFA® charterholder and a member of the CFA Society of Milwaukee. In his spare time, he enjoys playing basketball, water skiing, and traveling with his wife and two children.

Stephen joined Dana Investment Advisors in March 2024 and is currently a Senior Vice President and Portfolio Manager / Analyst for the Small Cap Value, Midcap Value and SMID Cap Value strategies. He received his BS from New York University in 1988. Stephen has over 30 years of experience in equity portfolio management and research and assists in managing the Small Cap Value, Midcap Value and SMID Cap Value portfolios. Previously, he was a Portfolio Manager and Analyst at Smith, Graham & Co. Investment Advisors, L.P. Prior to his time at Smith Graham, he was a senior manager and research analyst with the Small Cap Value and Midcap Value Group at Ark Asset Management Co., Inc.

Scott joined Dana Investment Advisors in March 2024 and is a Vice President and an Equity Trading Specialist / Analyst for the Small Cap Value, Midcap Value and SMID Cap Value strategies. Scott holds a BS from Ithaca College and MBA from Fordham University Graduate School of Business. Additionally, he has completed Level II of the CFA Program. He has worked in the investment industry for over 25 years. Most recently, Scott was an Equity Trading Specialist / Analyst at Smith, Graham & Co. Investment Advisors, L.P. and prior to that at Ark Asset Management Co., Inc. working with the Small Cap Value and Midcap Value strategies at each firm.

Helen joined Dana Investment Advisors in March 2024 and is a Vice President and Quantitative Analyst / Senior Programmer for the Small Cap Value, Midcap Value and SMID Cap Value strategies. She received her BS in Electrical Engineering from New York University, Tandon School of Engineering. Helen works with the Small Cap Value and Midcap Value Equity Team utilizing her programming and systems analyst expertise. She has over 30 years of experience in software engineering and development. Prior to joining Dana, Helen was a Quantitative Analyst and Senior Programmer at Smith, Graham & Co. Investment Advisors, L.P. Before that, Helen was a senior software developer with the Small Cap and Midcap Value Equity Group at Ark Asset Management Co., Inc.

Charlie joined Dana Investment Advisors in March 2024 and is a Vice President and an Analyst / Equity Trading Specialist for the Small Cap Value, Midcap Value and SMID Cap Value strategies. He received his BBA in Finance from Saint Bonaventure University and a MS in Finance from Villanova University. He is a CFA charter holder. He has research responsibilities and also supports both operational and investment related activities for the Small Cap Value, Midcap Value and SMID Cap Value portfolios. Prior to joining Dana, Charlie was an Analyst and Equity Trading Specialist at Smith, Graham & Co. Investment Advisors, L.P. with the Small Cap Value and Midcap Value Group.

Bill joined Dana Investment Advisors in March 2024 and is currently a Managing Director and Senior Portfolio Manager for the Small Cap Value, Midcap Value and SMID Cap Value strategies. He graduated from the University of Southern California with a BS in 1981. In the investment industry for over 35 years, he has extensive experience in developing and managing small and midcap value equity portfolios. Bill comes to Dana from Smith, Graham & Co. Investment Advisors, L.P. where he was Head of Equity Investments and responsible for the Small Cap Value, Midcap Value and SMID Cap Value strategies. Prior to his tenure at Smith Graham, Bill was a Senior Portfolio Manager at Ark Asset Management Co., Inc. where he developed and managed the Small Cap Value and Midcap Value equity strategies. Before Ark, Bill was a senior analyst and portfolio manager for the IBM Retirement Funds.

Kelly Morrison joined Dana Investment Advisors in May 2011 and is currently a trader. Kelly graduated from the University of Wisconsin–Eau Claire with a BBA in Finance in 2002 and earned an MBA from the University of Wisconsin–Milwaukee in 2008. She is responsible for equity trading and trade settlement. Kelly is also a member of the Security Traders Association of Wisconsin. Kelly lives in Sussex, WI and enjoys spending time with her husband Matt and two children.

George Tsiamis joined Dana Investment Advisors in April of 2007 and is currently the Director of Trading and Operations. George graduated from the University of Wisconsin Madison with a BBA in Finance and International Business in 1993. He works closely with the investment team and is primarily responsible for managing Dana’s Trading Desk. George is a member of the Security Traders Association of Wisconsin. George enjoys vacationing in Greece with his wife Tracie and their four children.

Mike joined Dana Investment Advisors in October of 2018. He graduated from the University of Wisconsin-Milwaukee with a BBA in Finance and Accounting in 2002. Mike earned his MBA from the University of Chicago School of Business with concentrations in Economics and Analytical Finance in 2011. He has been on the buy-side since 2002 and, most recently, managed over $1.2 billion in two Large-Capitalization strategies. Mike is a CFA® charterholder, member of the CFA Institute and the CFA Society of Chicago.

Sean joined Dana Investment Advisors in October 2016 and is currently a Portfolio Manager and Analyst. Sean graduated from the University of Wisconsin-Madison with a BA in Finance, Investments, and Banking in 1994 and earned an MS in Finance, Investments, and Banking in 1996. Sean has held numerous positions including Equity Analyst, Portfolio Manager, and Director of Equities since entering the industry in 1996. Sean is a CFA charterholder and a member of the CFA Institute.