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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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 perspective on wealth management and the strategies that may be applied. Dana is a CERTIFIED FINANCIAL PLANNER™ professional. Dana also obtained her CPWA® in September 2020. Her comprehensive financial planning approach includes: assets, liabilities, tax & estate strategies, retirement planning, education funding and insurance. Dana is also a Senior Portfolio Manager,. 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
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 perspective on wealth management and the strategies that may be applied. Dana is a CERTIFIED FINANCIAL PLANNER™ professional. Dana also obtained her CPWA® in September 2020. Her comprehensive financial planning approach includes: assets, liabilities, tax & estate strategies, retirement planning, education funding and insurance. Dana is also a Senior Portfolio Manager,. 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
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
