Dana brings over two decades of client service and office management expertise to our team. She is very passionate about providing exceptional hospitality for colleagues and clients alike. Dana is sharp, organized, and on top of managing our client service initiatives at all times. As many clients’ initial point of contact, Dana serves our clients with a bright and positive attitude.

Dana graduated from UC Davis with a Bachelor of Arts in Sociology. Prior to joining Main Street Research, Dana worked at a wealth management firm locally for 8 years.

In her spare time, Dana is an avid hot pilates-ist, enjoys exploring new restaurants (especially bakeries), traveling the world, and exploring her beautiful Marin backyard with her husband and rescue dogs, Bugsy & Bitz. Dana is based out of our headquarters in Sausalito, CA.