Dana serves as Vice President, Client Service at NewEdge Wealth, where she leverages more than a decade of experience advising high-net-worth individuals and families within sophisticated wealth management platforms. She partners closely with advisors and clients to support investment execution, strategic planning, and long-term wealth objectives, ensuring a seamless, high-caliber client experience across all stages of the relationship.
Known for her decisive leadership style and proactive approach, Dana brings a strong operational and investment fluency that enables her to anticipate client needs, navigate complexity, and drive outcomes aligned with client priorities. Her work is rooted in precision, trust, and an unwavering commitment to excellence.
Previously, Dana served as Vice President at Morgan Stanley within the Wealth Management Division, where she spent ten years supporting complex client relationships and institutional-level service standards. She also brings experience from the Private Bank at Credit Suisse, further strengthening her perspective across leading global financial firms. Dana holds FINRA Series 7 and 66 licenses. She earned a Bachelor of Arts in Communications from Monmouth University.
Based in New Jersey, Dana values discipline and balance—both professionally and personally—and enjoys Pilates, iced coffee, and spending time with her family, friends, and her dog, Lacey.