- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
As a Relationship Advisor in Northern Trust's Wealth Advisory group, Dana administers large, complex trusts for individuals and families including revocable trusts, irrevocable trusts, family limited partnerships, and charitable trusts.
Experience
Dana joined Northern Trust in 2014 spending the entirety of that time in the trust and advisory group. She has served on several Northern Trust fiduciary committees including Investment Oversight Committee, Trust Acceptance Committee, and Discretionary Committee.
Community Involvement
Dana is a member of the Peninsula Estate Planning Council.
Joined Northern Trust
2014
Education
Bachelor of Arts, Miami University in Ohio. Juris Doctor, DePaul University College of Law in Chicago.
Credentials
Holds a Certified Financial Planning Designation. Licensed to practice law in the state of Illinois.
Menlo Park
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2500 Sand Hill Road
Suite 150
Menlo Park, California 94025