As a Senior Vice President and Partner at
Obermeyer Wood Investment Counsel, Dana manages client relationships, serves on the Investment Committee, and is responsible for orchestrating the firm’s operations and strategic initiatives. She also helps clients analyze their overall financial situation and goals, and has extensive experience working with multi-generational families. Dana has well over a decade of financial sector experience. Before joining Obermeyer Wood, she specialized in capital markets and investor relations, holding positions at Intelsat, Washington Real Estate Investment Trust...
Read MoreAs a Senior Vice President and Partner at
Obermeyer Wood Investment Counsel, Dana manages client relationships, serves on the Investment Committee, and is responsible for orchestrating the firm’s operations and strategic initiatives. She also helps clients analyze their overall financial situation and goals, and has extensive experience working with multi-generational families. Dana has well over a decade of financial sector experience. Before joining Obermeyer Wood, she specialized in capital markets and investor relations, holding positions at Intelsat, Washington Real Estate Investment Trust, and Ford Motor Company. Dana earned her MBA in finance from the Wharton School of the University of Pennsylvania, and a BBA in finance and political science from the University of Notre Dame. She is a CFA charterholder and is also a CERTIFIED FINANCIAL PLANNER™.
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