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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-21-1979
- Office Locations
- 7
Office Locations
About Dana Investment Advisors INC
Dana Investment Advisors is an independent, employee-owned asset manager (founded 1980) providing actively managed U.S. equity and fixed income strategies for corporations, endowments, foundations, family offices and individuals. Known for risk-controlled, sector-neutral portfolio construction and a repeatable process combining quantitative modeling with fundamental research, including large-cap equity and an ESG small-cap equity fund, with an emphasis on responsive, personal client service.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK RICHARD MIRSBERGER
Chief Executive Officer, Chief Operating Officer, TREASURER
- CRD
- #3155055
- Ownership
- 25% but less than 50%
JEROME JOSEPH VERANTH
Chief Investment Officer, EXECUTIVE VICE PRESIDENT
- CRD
- #4343874
- Ownership
- 10% but less than 25%
Showing 2 of 25 owners & executives
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ROCCO JOSEPH FIORDELISI III
Vice President
- CRD
- #1889128
SHANE DAVID MORRIS
Financial Advisor, General Partner
- CRD
- #2986462
Showing 2 of 28 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,520,702,623 | $1,408,343 |
| Non-Discretionary | $555,819,764 | $9,420,674 |
| Total | $6,076,522,387 | $1,527,148 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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