Hollis Dana is a Portfolio Manager in Glenmede’s Philadelphia office. In this role, she is responsible for providing investment advice, asset allocation and ongoing portfolio management for Glenmede clients. Ms. Hollis partners with advisory, tax and wealth planning colleagues to understand client goals, provide tailored guidance and ensure clients’ wealth management objectives are fulfilled.

Prior to joining Glenmede, Ms. Dana worked as an Investment Analyst for PNC Wealth Management. As a member of the investment advisory team, she worked closely with clients and their advisors, and was responsible for conducting risk analysis and monitoring account compliance. Previously, she gained experience as a Banking Associate and Wealth Management Intern at PNC.

Ms. Dana received her Bachelor of Science in Business Administration, cum laude, in Finance and International Business from Georgetown University. She also holds a financial planning certificate from Boston University. Ms. Dana is a CFA® charter holder and holds the CERTIFIED FINANCIAL PLANNER™ designation.