Private Wealth Management

Catherine Dana

Vice President

Direct: (212) 891-1779


Ms. Dana joined Stephens in 2003 and currently serves as a Financial Consultant in the Private Client Group.  Prior to joining Stephens, she served 19 years as a Managing Director at Lehman Brothers, 1 year as a trader with DLJ and  2 years as an Analyst with First Boston.  Ms. Dana holds a Bachelor’s of Science and Engineering degree from Princeton University, NJ. and  a Masters of Business Administration from Harvard University, Cambridge MA.

You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website:

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