Mike joined Dana Investment Advisors in May 1996 and is currently an Executive Vice President and the Chief Compliance Officer. Mike graduated from the University of Wisconsin-Whitewater with a BBA in General Business with an emphasis in Finance and Business Law in 1992. He earned a JD from the Valparaiso University School of Law in 1996. Mike is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Milwaukee. He is a Certified Financial Planner, Chartered Financial Consultant, and holds the Certified Employee Benefit Specialist designation.
Duane Roberts joined Dana Investment Advisors in June 1999 and is currently Director of Equities and an equity Portfolio Manager. Duane graduated from Rice University with a BS in Electrical Engineering and Mathematics in 1980. He earned an MS in Statistics from Stanford University in 1981 and an MBA in Finance from Southern Methodist University in 1999. Duane is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.
Joe joined Dana Investment Advisors in 1994 as a Portfolio Manager and is currently the Chief Investment Officer. He is involved in setting firm wide investment policy and allocation decisions for all Dana investment strategies. Prior to Dana, he spent ten years at the Bank of New York as an Investment Liaison and Relationship Manager in the Master Trust and Investment Technology departments. He has appeared on Bloomberg television and radio, CNBC, and has been quoted in the New York Times and the Boston Globe. He has served as Treasurer of Holy Communion Church and as President of the Racine Symphony Orchestra. He is currently a Trustee and Treasurer of The Prairie School. Joe graduated from Northwestern University with a BA in Humanities and earned an MBA in Finance and International Business from the Stern School of Business at New York University. Joe is a CFA® charter holder and a member of the CFA Institute and the CFA Society of Milwaukee.
Mark joined Dana Investment Advisors in December 1991 as a Vice President. He was promoted to Chief Operating Officer in December 1999 and Chief Executive Officer in December 2003. He is responsible for supervising all day-to-day operations of the Firm. He also assists with portfolio management and administrative servicing for numerous clients. Prior to joining Dana, Mark was an Audit Supervisor at Coopers & Lybrand where he specialized in the mutual fund and finance industries. Mark graduated from the University of Wisconsin-Madison with a BBA in Accounting in 1985 and earned an MBA in Finance in 1986. Mark is a Certified Public Accountant and is an active member of the AICPA, WICPA and FPA organization. Mark has served on several bank boards, and is an active board member of the YMCA of Greater Waukesha County and active committee member at Catholic Memorial High School and St. Williams Parish.