The Private Institutional Client (“PIC”) Desk is a Raymond James offering to serve ultra-high-net worth, family office, and other institutional clients through unique investments, lending capabilities and cross-asset solutions. Dana focuses on private markets distribution for the PIC Desk.
Prior to joining Raymond James, Dana served as the Head of Capital Markets & Business Development at Octant Partners, a generalist merchant banking platform focused on global M&A transactions. Before Octant, she spent nearly a decade focusing on raising capital from global institutional investors for funds and direct transactions at private real estate and credit investment firms including Vӓrde Partners, Rialto Capital Management, Thor Equities, and The Praedium Group.
Dana holds a Bachelor of Science from Cornell University, where she also competed as an NCAA Division 1 Fencer. Dana resides in New York, NY. She is passionate about supporting diversity and inclusion and is a member of the Raymond James Global Wealth Solutions DEI Committee. In her spare time, she enjoys traveling, skiing, and surfing.