Emily joined Dana Investment Advisors in March 2024 and is a Vice President, responsible for supporting the business development as well as client and consultant communications for the Small Cap Value, Midcap Value and SMID Cap Value strategies. She has over 25 years of experience in the investment industry working with the sales and client service teams. Most recently, Emily worked at Smith, Graham & Co, Investment Advisors, L.P. as part of the Equity team supporting the Small Cap Value, Midcap Value and SMID strategies and prior to that at Ark Asset Management Co., Inc.

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.

Bill joined Dana Investment Advisors in March 2024 and is currently a Managing Director and Senior Portfolio Manager for the Small Cap Value, Midcap Value and SMID Cap Value strategies. He graduated from the University of Southern California with a BS in 1981. In the investment industry for over 35 years, he has extensive experience in developing and managing small and midcap value equity portfolios. Bill comes to Dana from Smith, Graham & Co. Investment Advisors, L.P. where he was Head of Equity Investments and responsible for the Small Cap Value, Midcap Value and SMID Cap Value strategies. Prior to his tenure at Smith Graham, Bill was a Senior Portfolio Manager at Ark Asset Management Co., Inc. where he developed and managed the Small Cap Value and Midcap Value equity strategies. Before Ark, Bill was a senior analyst and portfolio manager for the IBM Retirement Funds.

Helen joined Dana Investment Advisors in March 2024 and is a Vice President and Quantitative Analyst / Senior Programmer for the Small Cap Value, Midcap Value and SMID Cap Value strategies. She received her BS in Electrical Engineering from New York University, Tandon School of Engineering. Helen works with the Small Cap Value and Midcap Value Equity Team utilizing her programming and systems analyst expertise. She has over 30 years of experience in software engineering and development. Prior to joining Dana, Helen was a Quantitative Analyst and Senior Programmer at Smith, Graham & Co. Investment Advisors, L.P. Before that, Helen was a senior software developer with the Small Cap and Midcap Value Equity Group at Ark Asset Management Co., Inc.

Scott joined Dana Investment Advisors in March 2024 and is a Vice President and an Equity Trading Specialist / Analyst for the Small Cap Value, Midcap Value and SMID Cap Value strategies. Scott holds a BS from Ithaca College and MBA from Fordham University Graduate School of Business. Additionally, he has completed Level II of the CFA Program. He has worked in the investment industry for over 25 years. Most recently, Scott was an Equity Trading Specialist / Analyst at Smith, Graham & Co. Investment Advisors, L.P. and prior to that at Ark Asset Management Co., Inc. working with the Small Cap Value and Midcap Value strategies at each firm.

Lynda DiBari joined Dana Investment Advisors in March 2024 and is a Senior Vice President and Director of Client and Consultant Services for the Small Cap Value, Midcap Value and SMID Cap Value strategies. She received her BS from State University of New York, Cortland. Lynda has over 30 years of experience in the investment industry. Her prior experience includes institutional client services and investor relations roles at Smith, Graham & Co. Investment Advisors L.P., J.P. Morgan Asset Management and J. & W. Seligman & Co. as well as Marketing Services Team Leader at Morgan Stanley Asset Management and Senior Portfolio Administrator at Fiduciary Trust International.

Lynda joined Dana Investment Advisors in March 2024 and is a Managing Director of Equity Marketing and Client Services for the Small Cap Value, Midcap Value and SMID Cap Value strategies. She received her BA from Colgate University. Lynda has over 30 years of experience in the investment industry. Previously, Lynda was a Managing Director at Smith, Graham & Co. Investment Advisors, L.P. overseeing the firm’s communications with its clients and consultants on the Small Cap Value, Midcap Value and SMID Cap Value strategies. Prior to her time at Smith Graham, Lynda was a Managing Director at Ark Asset Management Co., Inc. and Senior Vice President at Lehman Management Co., Inc.

Stephen joined Dana Investment Advisors in March 2024 and is currently a Senior Vice President and Portfolio Manager / Analyst for the Small Cap Value, Midcap Value and SMID Cap Value strategies. He received his BS from New York University in 1988. Stephen has over 30 years of experience in equity portfolio management and research and assists in managing the Small Cap Value, Midcap Value and SMID Cap Value portfolios. Previously, he was a Portfolio Manager and Analyst at Smith, Graham & Co. Investment Advisors, L.P. Prior to his time at Smith Graham, he was a senior manager and research analyst with the Small Cap Value and Midcap Value Group at Ark Asset Management Co., Inc.