Dana Hartwell, AIF, is a seasoned investment professional with extensive experience in the financial services industry. Currently serving as a Director at New York Life Investments since June 2015, Dana has previously held significant roles, including Head of Defined Contribution Investments, Key Accounts at Hartford Funds and Senior Vice President overseeing the DCIO Platform Sales at Natixis Global Asset Management. Prior experience includes Vice President at Fidelity Investments focusing on TPA Sales and Relationship Management, as well as a Senior Relationship Manager role at Charles Schwab. Dana's career began at Fidelity Investments as a Senior Client Service Representative for 401k participants. Education includes a BA in History from Sonoma State University and studies at the University of New Hampshire, following completion of secondary education at Duxbury High School.
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