Tom joined Dana Investment Advisors in April 2022 and is currently a Senior Vice President and Portfolio Manager. He graduated from the University of Wisconsin in 1964 with a BS in Chemical Engineering. Tom became a registered investment advisor in 1979 and has been managing client portfolios since 1968.
Jim joined Dana Investment Advisors in April 2022 and is currently a Senior Vice President and Financial Advisor. He graduated from the University of Wisconsin-Madison in 1982 with a BBA in Finance and BA in Economics. Jim has been in the investment industry since 1982 and managing client portfolios since 1986. He is a member, former president, and past board member of the Waukesha County Estate Planning Council.
Jeff joined Dana Investment Advisors in April 2022 and is currently a Senior Vice President and Portfolio Manager. He graduated from the University of Wisconsin in 1977 with a BA in Business Management. Jeff has been in the investment industry since 1981 and has managed equity portfolios since 1990. He is a Certified Financial Planner (CFP). He is a board member of the Potawatomi Area Boy Scouting and Chair of the Endowment Investment Committee. He is also the past Chair and current member of the Endowment Investment Subcommittee for Divine Savior Holy Angels High School. Jeff currently serves as an Investment Committee member for the Sharon Lynne Wilson Center for the Arts, Inc.
Garrett joined Dana Investment Advisors in April 2022 and is currently a Wealth Management Portfolio Manager. He graduated from Marquette University in 2009 with a BS in Mechanical Engineering and Cardinal Stritch University in 2015 with an MBA. Garrett has been in the investment industry managing client portfolios since 2017. Garrett is a board member of the Potawatomi Area Boy Scouts Organization.
Steve joined Dana Investment Advisors in February 2021 and is currently working as a Wealth Management Advisor. Prior to joining Dana, he worked at for 30 years as a Financial Advisor. He graduated from the University of Wisconsin-Milwaukee in 1986 with a BBA in Finance and Management Information Systems. Steve is a Certified Financial Planner, a Charted Financial Consultant, and a Chartered Life Underwriter.
Jay Kaun joined Dana Investment Advisors in July 2015 and is currently a Senior Vice President. Jay graduated from Marquette University with a BS in 1982 and went on to earn a MS and MBA from Marquette in 1983 and 1998. He is responsible for client servicing and marketing and is a Certified Public Accountant. He also serves as a Becker/DeVry instructor for both the CPA and CFA examinations, is a member of Wisconsin Institute of Certified Public Accountants, and the American Institute Certified Public Accountants and, has served on the Boards of several Milwaukee area Charities including the American Liver Foundation, Marquette University’s Blue-Gold Fund, and Major League Baseball Alumni Association.