Matthew joined Dana Investment Advisors in August 2021 and is currently serving in an Internal Sales and Advisor Service role. He works closely with the sales team to help service clients and advance the firm’s sales efforts. Matthew graduated from the University of Wisconsin-Madison with a Masters of Accounting in 2018, and is a Certified Public Accountant. Prior to joining Dana, he was a Senior Associate at KPMG, working in their Deal Advisory and Strategy group. In his free time, Matthew enjoys to stay active by playing tennis and spending time at the lake.
Shane Morris joined Dana Investment Advisors in January of 2022 and is currently Vice President responsible for sales and marketing. He graduated from Colorado State University with a BS degree in Finance. During the past 23 years he has worked with financial advisors, institutional investment firms, and financial institutions in the pursuit of serving investors. Prior to joining Dana, Shane operated as a Managed Accounts Consultant with PFS Investments, Director of Platform Sales with Mid Atlantic Capital Group, and Regional Consultant with Oppenheimer Funds. Shane is an active outdoorsman and resides in Colorado Springs, CO with his wife and daughter.
Kevin joined Dana Investment Advisors in October 2019 and is currently a Vice President responsible for sales and marketing. His primary role is to align and support Dana’s sales team with the initiatives for our retail advisor clients. Kevin graduated from Oregon State University with a BS in Political Science and earned an MA from the US Army War College in Carlisle, PA. Before joining Dana, Kevin was an Investment Consultant for Meeder Investment Management. Prior to that, he was a Regional Advisor Consultant for Oppenheimer Funds for 10 years and a Financial Advisor for Wells Fargo and Edward Jones for 10 years. Kevin is also a Colonel (Retired) in the US Army, where he served two tours of duty in Afghanistan and was a primary campaign strategist for the fight against ISIS in Iraq and Syria. He served for 29 years on active duty and the reserves.
Greg joined Dana Investment Advisors in May 2016 and is currently a Vice President. Greg graduated from State University of New York, Geneseo with a B.A. in Economics in 1990 and earned an M.B.A. in International Business from Clemson University in 1992. Prior to joining Dana, Greg was a Region Portfolio Manager for RidgeWorth Investments in Orlando, at Citicorp North America and Mellon Bank. Greg is a CFA charterholder and is a member of the CFA® Institute and the CFA Society of Orlando. He resides in Orlando with his wife and family.
Alton Weigley joined Dana Investment Advisors in December of 2014. In his current role, Alton provides analytical support across the firm, collaborating with the portfolio management, wealth management, and marketing/client services teams to share information and improve client outcomes. Responsibilities include: research, portfolio analysis, asset allocation, idea generation, and customized solutions. Alton earned a bachelor’s degree in finance from the University of Wisconsin-Madison and is a CFA® charterholder. He is a member of the CFA Institute and the CFA Society of Milwaukee.
Ellen joined Dana Investment Advisors in August 2007 and is currently a Senior Vice President. She focuses on client service and business development at Dana. Ellen began her institutional career in 1987 with Bank One where she was responsible for relationship management and marketing investment services. Since 2000, she has provided consulting services to a variety of clients throughout the Midwest. Ellen graduated from the University of Wisconsin-Milwaukee with a BBA in Finance and Marketing in 1986. Ellen is a member of the Government Finance Officers Association and serves on the Board of Directors for St. Charles Youth & Family Services.
André joined Dana Investment Advisors in February 1991 and is currently an Executive Vice President. He is responsible for marketing and client support at Dana. André has worked with a variety of institutional investment consulting and management firms, including Frank Russell Company, EF Hutton, and Merrill Lynch in an analytical, marketing or consulting function. André graduated from the University of Washington with a BA in Economics in 1981. André is a Certified Investment Management Analyst (CIMA) and is a member of the Investment Management Consulting Association (IMCA).
John Mueller joined Dana Investment Advisors in July 2011 and is currently a Vice President. John graduated from Marquette University with a BS in Marketing and Finance. He is responsible for marketing all of Dana’s Investment Strategies and leads distribution efforts for Dana Funds. John is an avid runner and lives in Elm Grove, WI with his wife Anne and three young children.
Bob graduated from Miami of Ohio with a B.S. in Finance and Accounting in 1979 and earned an M.B.A. in Finance from the University of Chicago Booth School of Business in 1981. Bob joined Dana Investment Advisors in July 2012 and is currently a Senior Vice President responsible for sales and marketing. He has over 25 years of trading, capital markets, and institutional sales experience and began his career at Goldman Sachs Asset Management, followed by Strong Funds, and most recently was Managing Director at Northern Trust Securities. Bob is a CPA.
Lydia Miller joined Dana Investment Advisors in January 2015 and is currently a Senior Vice President, Portfolio Specialist. Lydia graduated from The Pennsylvania State University with a B.S. in Education, summa cum laude, in 1983 and from The University of Chicago with a M.B.A. in Finance and International Business in 1987. She is a specialist on SRI/ESG Team and responsible for marketing Dana’s investment strategies. Lydia is also a member of Women Investment Professionals and is a guest lecturer at various universities, including DePaul University and the University of Wisconsin’s MBA programs.