Dana Underwood focuses on providing financial planning and portfolio management support to the Wealth Advisors at the Ann Arbor office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs.
She has more than 21 years of financial services industry experience. Prior to joining what is now Goldman Sachs Personal Financial Management, Dana worked as a Financial Associate with StanCorp Investment Advisers. She began her career with Tisch Investment Advisory Incorporated, which was later acquired by StanCorp Investment Advisers.
Dana earned a Bachelor of Business Administration degree from Cleary University.
Dana’s volunteer endeavors currently include leading the homeless ministry and serving on the Arts and Alter Committee at Open Arms Lutheran Church in Belleville, where she resides with her family.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.