Jody Katravas joined Dana Investment Advisors in May 2013 as a Trading Assistant. Jody graduated from the Waukesha County Technical College with an Associate’s degree in Finance. She works closely with the Portfolio Managers, Brokers, Custodians and Trading team to expedite allocations, trades and settlement for all fixed and equity accounts. Currently, Jody is responsible for account reconciliation. Prior to joining Dana, Jody worked in the financial field for 10 years at Waukesha State Bank in various positions including their Investment Department.

Steve joined Dana Investment Advisors in February 2021 and is currently a Vice President and 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.

Matthew joined Dana Investment Advisors in August 2021 and is currently Vice President serving in a 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 Senior 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.

Garrett joined Dana Investment Advisors in April 2022 and is currently a Vice President and 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.

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.

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.

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.

Sharon joined Dana Investment Advisors in May 2022 and is responsible for servicing client accounts and portfolios with the Wealth Management Division at Dana Investments. Sharon started her business career in 1984 at Morgan Stanley Dean Witter as a Senior Registered Client Service Associate and left in 2006 to join Legacy Capital Partners as a Portfolio Administrator. She currently helps run Waukesha County Special Olympics and acts as the Agency Manager for Waukesha County Spring City Special Olympics.

Angel joined Dana Investment Advisors in April 2022 and is currently working with Client Services. She graduated from the University of Wisconsin-Madison in 1992 with a BS degree. Angel is responsible for servicing client accounts including new account paperwork, trust accounts, asset transfers, custodian documents, contracts and processing cash requests. Her previous experience at Legacy Capital Partners maintaining Wealth Management Client Accounts led her to Dana Investment Advisors.