Duane Rudolph Roberts
Head-Equity Investments at Dana Investment Advisors, Inc.
Profile
Mr. Duane R.
Roberts, CFA MBA, is Director of Equities & Portfolio Manager at Dana Investment Advisors, Inc. He joined the firm in June 1999.
Mr. Roberts was previously employed as a Portfolio Manager by Discovery Management Ltd.
He graduated from Rice University with a BS in Electrical Engineering and Mathematics in 1980.
He earned an MS in Statistics from Stanford University in 1981 and an MBA in Finance from Southern Methodist University in 1999.
He is a Chartered Financial Analyst and a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.
Duane Rudolph Roberts active positions
| Companies | Position | Start |
|---|---|---|
Dana Investment Advisors, Inc.
 Dana Investment Advisors, Inc. Investment ManagersFinance Dana Investment Advisors, Inc. (Dana) is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Michael Dana in 1980. Dana provides investment supervisory services to qualified pension and profit-sharing plans, Taft Hartley plans, unions, financial institutions such as banks and credit unions, insurance companies, public sector entities such as cities and counties, health care facilities, corporations, charitable foundations and other charitable organizations, and certain high net -worth individuals. They also act as an investment manager for multiple wrap fee programs that are sponsored by third party institutions. Dana is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Head-Equity Investments | 1999-05-31 |
Former positions of Duane Rudolph Roberts
| Companies | Position | End |
|---|---|---|
Discovery Management Ltd.
 Discovery Management Ltd. Investment ManagersFinance Founded by Stephen Summers in 2003, Discovery Management Ltd. is a hedge fund manager located in Dallas, Texas. The firm is a subsidiary of Smith Asset Management Group LP, a registered investment advisor also located in Dallas. Discovery Management Ltd. manages the Defender Fund Ltd. and the Discovery Partners LP. | Portfolio Manager-Equities | 1999-05-29 |
Training of Duane Rudolph Roberts
| Southern Methodist University | Masters Business Admin |
| Stanford University | Graduate Degree |
| Rice University | Undergraduate Degree |
Experiences
Positions held
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Private companies
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1st degree connections
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Members of the board
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Linked companies
| Private companies | 2 |
|---|---|
Dana Investment Advisors, Inc.
Dana Investment Advisors, Inc. Investment ManagersFinance Dana Investment Advisors, Inc. (Dana) is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Michael Dana in 1980. Dana provides investment supervisory services to qualified pension and profit-sharing plans, Taft Hartley plans, unions, financial institutions such as banks and credit unions, insurance companies, public sector entities such as cities and counties, health care facilities, corporations, charitable foundations and other charitable organizations, and certain high net -worth individuals. They also act as an investment manager for multiple wrap fee programs that are sponsored by third party institutions. Dana is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
Discovery Management Ltd.
Discovery Management Ltd. Investment ManagersFinance Founded by Stephen Summers in 2003, Discovery Management Ltd. is a hedge fund manager located in Dallas, Texas. The firm is a subsidiary of Smith Asset Management Group LP, a registered investment advisor also located in Dallas. Discovery Management Ltd. manages the Defender Fund Ltd. and the Discovery Partners LP. | Finance |
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