Dana brings nearly 20 years of legal, regulatory and compliance experience to SV.
She joined SV in April 2019 as General Counsel and Chief Compliance Officer and focuses on legal and compliance matters for the firm.
Prior to joining SV, Dana was General Counsel and Chief Compliance Officer at Athena Capital Advisors, a wealth management and investment advisory firm. Prior to Athena Capital, Dana was Director of Administration & Legal Affairs and Chief Compliance Officer at Fisher Lynch Capital, a boutique investment firm. Earlier in her career Dana held legal and compliance roles at MPM Capital and worked in the Private Funds Group at Proskauer (formerly Testa, Hurwitz & Thibeault).
BA, History, College of the Holy Cross; JD, with High Honors, University of Connecticut School of Law
Outside of SV
Dana and her husband Rob are raising their four children in Needham. She enjoys running, spending time with friends and family and cheering on her kids playing various sports.
Finance and Operations Team