← 栏目首页 | 数据源:SEC Form ADV Part 1(FOIA 全量数据包)· 该机构最新一次申报(03/21/2024)
DANA INVESTMENT ADVISORS INC · 所有者与执行高管(CRD 105879)
机构事实页:DANA INVESTMENT ADVISORS INC 事实页 → | 官方原文:IAPD firm-summary/105879
Schedule A · 直接所有者(24 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| VERANTH, JEROME, JOSEPH | 个人 | EXECUTIVE VICE PRESIDENT, CHIEF INVESTMENT OFFICER | 是 | B |
| MIRSBERGER, MARK, RICHARD | 个人 | CEO, COO & TREASURER | 是 | C |
| KAMBER, MARC, ANDRE | 个人 | EXECUTIVE VICE PRESIDENT | — | NA |
| CLASSEN, DOUGLAS, WAYNE | 个人 | SENIOR VICE PRESIDENT | — | NA |
| STEWART, MICHAEL, CHRISTOPHER | 个人 | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | 是 | NA |
| LEUTY, ROBERT, GLEN | 个人 | DIRECTOR OF FIXED INCOME | — | NA |
| DAHLMAN, GREGORY, ALAN | 个人 | SENIOR VICE PRESIDENT | — | NA |
| HONKAMP, MICHAEL, RICHARD | 个人 | SENIOR VICE PRESIDENT | — | NA |
| STEWART FAMILY IRREVOCABLE TRUST | 境内实体 | TRUST | — | A |
| ROBERTS, DUANE, RUDOLPH | 个人 | EXECUTIVE VICE PRESIDENT | 是 | A |
| LEHKY, BRIAN, VICTOR | 个人 | SENIOR VICE PRESIDENT | — | NA |
| SHARIEF, NOAMAN, A.Q. | 个人 | SENIOR VICE PRESIDENT | — | NA |
| SALYERS, LORI, ANNE | 个人 | ASSISTANT VICE PRESIDENT | — | NA |
| STAMM, DAVID, M | 个人 | SENIOR VICE PRESIDENT | — | NA |
| SLOWINSKI, MATTHEW, ROBERT | 个人 | SENIOR VICE PRESIDENT | — | NA |
| KAUN, JAY, BRIAN | 个人 | SENIOR VICE PRESIDENT | — | NA |
| JAEGER, STEVEN, ALLEN | 个人 | WEALTH MANAGEMENT ADVISOR | — | NA |
| BRIGMAN, JEFFRY, J | 个人 | SENIOR VICE PRESIDENT | — | NA |
| BRIGMAN, GARRETT, JOSEPH | 个人 | WEALTH MANAGEMENT PORTFOLIO MANAGER | — | NA |
| JANIKOWSKI, JAMES, CHARLES | 个人 | SENIOR VICE PRESIDENT | — | NA |
| WICKMAN, THOMAS, J | 个人 | SENIOR VICE PRESIDENT | — | NA |
| ALKHAZOV, MIKHAIL, I | 个人 | VICE PRESIDENT, PORTFOLIO MANAGER AND ANALYST | — | NA |
| MCLEOD, SEAN, ANDREW | 个人 | VICE PRESIDENT, PORTFOLIO MANAGER AND ANALYST | — | NA |
| CHARCALIS, WILLIAM, GEORGE | 个人 | MANAGING DIRECTOR, EXECUTIVE VICE PRESIDENT AND SENIOR PORTFOLIO MANAGER | — | NA |
Schedule B · 执行高管(0 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| — | ||
口径:Form ADV 为投资顾问向 SEC/IARD 的申报,所有者与高管为机构自报;本库取该机构在数据区间内的最新一次申报快照(官方数据包截至 2024-12-31),此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
