- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Dana serves as the Senior Fiduciary Officer for Northern California. In addition to being the fiduciary practice leader, she is responsible for the development and implementation of fiduciary strategies to serve the needs of Northern’s private clients.
Experience
Dana joined Northern Trust in 2014 spending the entirety of that time in the trust and advisory group. She spent much of that time in Northern Trust headquarters in Chicago and moved to Northern California in 2023. 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
Dana received her B.A. from Miami University (OH) and her J.D. degree from DePaul University College of Law in Chicago.
Credentials
Dana is licensed to practice law in the state of Illinois and holds a Certified Financial Planning Designation.
Menlo Park
Cash Services Unavailable | ATM Available*
2500 Sand Hill Road
Suite 150
Menlo Park, California 94025