Dana manages client relationships, serves on our Executive and Investment Committees, 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 extensive financial sector experience. Before joining Obermeyer, 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. Forbes named Dana in its ranking of “America’s Top Next-Generation Wealth Advisors” and “Top Women Wealth Advisors”, and “Best-in-State Wealth Advisors”. She was also included in Working Mother/Shook Research’s “Top Wealth Advisor Moms”. Dana is also a member of the Investment Advisory Counsel for the Gates Family Foundation and the Financial Advisory Counsel for the University of Colorado at Denver. Read more about Dana in the Forbes Top Advisory Directory.
On a Personal Note
On any given day, you can find Dana spending time with her children and husband, Ben. In her free time, she escapes to Steamboat Springs to take full advantage of Colorado’s amazing hiking and cross-country skiing. When in Denver, Dana stays active by trying out new workout classes in Cherry Creek. If there’s one thing you should know about Dana, it’s that she’s crazy about books. She’s always looking for her next read (or listen) and is open to suggestions!
