Dana Macaluso, CFP®, CPWA®, is a Senior Vice President of Wealth Management and Senior Portfolio Manager at UBS Financial Services, where they have worked since 2008. Prior to this role, Dana was an Account Executive at Instinet from 2000 to 2007, focusing on institutional equity trading. Dana holds a BBA in Finance and Information Technology from Emory University, an MBA in Finance and Taxation from Fordham Gabelli School of Business, and a CPWA® certification from Yale School of Management, which they completed in 2020.
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