Experience Makes all the difference

Dana Macaluso began her financial services career in 2000, when she became an Institutional Equity Trader.  This experience has given her a unique perspective on wealth management and the strategies that may be applied.  Dana is a CERTIFIED FINANCIAL PLANNER™ professional a designation only earned by advisors who have met the rigorous experience and ethical requirements of the CFP board.  Her comprehensive financial planning approach includes: assets, liabilities, tax & estate considerations, retirement planning, education funding and insurance.  Dana is also a Senior Portfolio Manager, which is a UBS designation that recognizes an advanced level of expertise in professional portfolio management.  Dana leverages her knowledge and experience of financial planning and portfolio management as well as UBS’s global resources, to create personalized strategies that are designed to help her clients manage and grow their assets. 

Dana is a graduate of Emory University in Atlanta, Georgia, where she received a B.B.A. in finance and information technology.  She earned an M.B.A. in taxation and finance from Fordham Business School.  She holds Series 3, 7, 55, 63 and 65 securities licenses, as well as life, health, annuity and variable annuity licenses.  She is the President of Business Guild 2 within the SI Chamber of Commerce.  Dana actively supports many community and charitable organizations related to animal welfare and cancer research.  She enjoys spending time with her husband and 2 small boys as well as playing soccer, scuba diving, traveling, reading and Tae Kwon Do.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Vice President - Wealth Management, Senior Portfolio Manager

- Present

Accomplishments

  • Omicron Delta Epsilon Society
  • FMA National Honor Society

Education

  • M.B.A. in taxation and finance from Fordham Business School
  • B.B.A. in finance from Emory University

Licenses

  • Series 3, 7, 55, 63, 65 securities licenses
  • Life, health, annuity and variable annuity licenses in NY, NJ, CA, FL & PA

Personal & Community

  • Works closely with Staten Island Council for Animal Welfare
  • Enjoys scuba diving, playing soccer and is a black belt in Tae Kwon Do

Registered States:

AZ, CA, CO, CT, DC, FL, GA, ID, IL, MA, MD, ME, MN, MO, NC, NJ, NM, NV, NY, OH, PA, RI, SC, TX, VA, WA