$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
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. Dana also obtained her CPWA® in September 2020. 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 on the leadership team for 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 boys as well as playing soccer, scuba diving, traveling, reading and Tae Kwon Do.
CA insurance license # 0L23582
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager