Dana spent 17 years as a corporate executive in the medical device industry. While she achieved success and her career trajectory was promising, she felt deeply unsatisfied with her work. Dana left her 17-year career not knowing what her next step would be. She was fortunate to spend the next two years continuing deep inner work, recalibrating her priorities, and designing a new lifestyle. Through Frank’s ability to produce truly life-changing outsized returns in the stock market, Dana was able to take this time without financial worry. During this time, she dabbled with various business models as an entrepreneur and gained some of the best training she could receive from Denver’s thriving entrepreneurial community.

Being true to her newly designed lifestyle, Dana and her family relocated to Park City, Utah, to spend more time enjoying life outdoors. During the relocation process, Dana and Frank discussed the “what if” of bringing this dream come true to other individuals and families. They created a mission to help investors exceed their financial goals sooner and design their ultimate lifestyle. Grinnell Capital was born.

Dana is thrilled to leverage her entrepreneurial and executive experience and strong client relationship skills to manage Grinnell Capital’s growing operations. All clients who invest with Grinnell Capital will frequently interact with Dana during the onboarding process or through other firm touchpoints. She wants nothing more than to pay forward her experience of re-designing and subsequently living her ultimate lifestyle to others who may feel stuck or have financial aspirations.

Dana’s ultimate lifestyle includes caring for her three children Rowan- 12, Milan- 8, and Axel- 16 months, and an English cream golden retriever, Aspen.  She loves to recreate in the mountains on skis, bike, and foot. She is an avid yogi and a world traveler.

Learn more about investing with Grinnell Capital

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