Dana Sugar
Portfolio Manager @Bank Of America Private Bank
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WORK HISTORY
Portfolio Manager @Bank Of America Private Bank
Atlanta, GA, US
EDUCATION
Vassar College
BA, European Culture
University of Cincinnati
Master of Business Administration - MBA, Arts administration
SKILLS
ABOUT DANA SUGAR
An accomplished and driven Investment Executive with demonstrated expertise in providing investment analysis and counsel to institutional investors. Extensive experience working with endowments and foundations, as well as corporate and public pension plans, insurance companies, Native American tribes, and healthcare systems. Collaborates with clients to design customized portfolios to meet requirements. Conductsdue diligence to mitigate risk and maintain compliance. An innovative and analytical leader who makes decisions to benefit the client and achieve organizational goals.
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