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Dana is our Director of Client Relations and brings over two decades of client service and office management expertise to our team. She is very passionate about serving clients, managing all firm scheduling, and supporting the operations team. Dana is sharp, organized, and on top of managing our client relations at all times. As our clients’ first point of contact, Dana serves our clients with a bright and positive attitude.
Dana graduated from UC Davis with a Bachelor of Arts in Sociology. Prior to joining Main Street Research, Dana worked at a wealth management firm in San Rafael for 8 years.
In her spare time, Dana is an avid hot pilates-ist, enjoys exploring new restaurants (especially bakeries), traveling the world, and exploring her beautiful Marin backyard with her husband and rescue dogs, Bugsy & Bitz. Dana is based out of our headquarters in Sausalito, CA.