- University of Michigan, BA
- Chicago-Kent College of Law, JD
- University of Chicago Booth School of Business, MBA
Dana is a member of Zuckerman Investment Group’s wealth advisory team, where she helps advise clients on all aspects of their wealth planning and financial needs. Dana works in close collaboration with her client’s attorneys, accountants and other professional advisors to ensure holistic planning. In particular, Dana is skilled in helping families implement the investment, tax and estate planning required for maintaining wealth across multiple generations.
Prior to joining Zuckerman Investment Group, Dana worked as a Consultant at Altair Advisers, providing wealth planning services to high and ultra-high net worth families and individuals, as well as working for a commercial real estate family office overseeing all estate planning, tax and investment decisions.
Dana received her Bachelor’s degree from the University of Michigan, her law degree from Chicago-Kent College of Law and her Masters of Business Administration from the University of Chicago Booth School of Business. Dana obtained her Certified Private Wealth Advisor® designation in 2020.
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