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Dana Grigg

President

Camelotta Advisors

United States, California, San Francisco

About Me

A finance industry veteran, Mr. Grigg has held leadership positions at Barclays Global Investors, JP Morgan and Credit Suisse. He holds degrees from Stanford University’s Economics Department and Harvard Business School. Mr. Grigg began his career at Credit Suisse in Zurich, Switzerland in 1991 where he applied the Capital Asset Pricing Model (CAPM) as a method to maximize risk-adjusted returns for Swiss Franc based investors. He also participated in the construction of the first over-the- counter Swiss government bond future. As a capital markets expert at JP Morgan New York, Mr. Grigg focused on financial advisory services, trading and mathematical modeling of financial assets. As an advis
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Profile Information

President

Camelotta Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

San Francisco

California

United States

May 28, 2024

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