Dana joined Bailard in 1994. As a Senior Investment Counselor in the Wealth Management Group, Dana splits her time between focusing on business development efforts and maintaining deep relationships with some affluent families and individuals that Bailard has been advising for decades. Dana’s business development efforts concentrate on developing and maintaining the strategic partnership with Charles Schwab and their Schwab Advisor Network® referral program. This includes continually striving to better understand the needs of Charles Schwab clients and identifying appropriate existing strategies or building new strategies to meet those needs.