Profile
Mr. Gregory A. Dahlman, CFA, is a Senior Vice President & Equity Portfolio Manager at Dana Investment Advisors, Inc. He joined the firm in March 2006.
He is responsible for equity portfolio management and securities analysis.
He has over 14 years of experience managing equity portfolios, including positions with several investment management firms, most recently Associated Wealth Management.
Mr. Dahlman graduated from the University of Wisconsin-Whitewater with a BBA in Finance and Economics in 1985.
He is a CFA charter holder and a member of CFA Institute and the CFA Society of Milwaukee.
Greg Dahlman active positions
| Companies | Position | Start |
|---|---|---|
Dana Investment Advisors, Inc.
Dana Investment Advisors, Inc. Investment ManagersFinance Dana seeks repeatable and predictable results to most effectively grow wealth by implementing a uniform investment process to achieve consistent excess returns with lower risk. The firm actively manages a broad range of public US Equity, Fixed Income and blended strategies ranging from large to small-cap equity, socially responsible, taxable and tax-exempt fixed income strategies. The foundations of their investment process and risk-controlled portfolio construction are similar across asset classes and strategies. Their primary equity investment strategies are based on a relative value approach designed around a roughly equally weighted portfolio of securities exhibiting above average earnings growth at lower relative prices. Dana’s fixed income strategies place considerable importance on income securities that exhibit high credit quality, high current income, and sufficient overall cash flow. | Analyst-Equity | 2006-02-28 |
Training of Greg Dahlman
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Dana Investment Advisors, Inc.
Dana Investment Advisors, Inc. Investment ManagersFinance Dana seeks repeatable and predictable results to most effectively grow wealth by implementing a uniform investment process to achieve consistent excess returns with lower risk. The firm actively manages a broad range of public US Equity, Fixed Income and blended strategies ranging from large to small-cap equity, socially responsible, taxable and tax-exempt fixed income strategies. The foundations of their investment process and risk-controlled portfolio construction are similar across asset classes and strategies. Their primary equity investment strategies are based on a relative value approach designed around a roughly equally weighted portfolio of securities exhibiting above average earnings growth at lower relative prices. Dana’s fixed income strategies place considerable importance on income securities that exhibit high credit quality, high current income, and sufficient overall cash flow. | Finance |
University of Wisconsin-Whitewater
University of Wisconsin-Whitewater Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Greg Dahlman
















