Profile
Ms. Roberts joined Dana Investment Advisors in August 2007.
She began her institutional career in 1987 with Bank One where she was responsible for relationship management and marketing investment services.
Since 2000, she has provided consulting services to a variety of clients throughout the Midwest.
Ms. Roberts graduated from the University of Wisconsin-Milwaukee with a BBA in Finance and Marketing in 1986.
She is a member of the Government Finance Officers Association and serves on the Board of Directors for St. Charles Youth & Family Services.
Former positions of Ellen B. Roberts
| Companies | Position | End |
|---|---|---|
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). | Sales & Marketing | - |
| Bank One | Corporate Officer/Principal | - |
St. Charles Youth & Family Services, Inc.
 St. Charles Youth & Family Services, Inc. Medical/Nursing ServicesHealth Services St. Charles Youth & Family Services, Inc. provides prevention and intervention services. It offers education, 24-hour residential treatment and crisis or respite, managed care, and workforce development services. The company was founded by Sebastian Messmer on November 4, 1920 and is headquartered in Milwaukee, WI. | Director/Board Member | - |
Training of Ellen B. Roberts
| University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
St. Charles Youth & Family Services, Inc.
St. Charles Youth & Family Services, Inc. Medical/Nursing ServicesHealth Services St. Charles Youth & Family Services, Inc. provides prevention and intervention services. It offers education, 24-hour residential treatment and crisis or respite, managed care, and workforce development services. The company was founded by Sebastian Messmer on November 4, 1920 and is headquartered in Milwaukee, WI. | Health Services |
| Bank One | Finance |
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