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.