My frame of mind creating financial plans centers on understanding the ability of money to create resonance on the eternal thread that connects our lives to the legacy living beyond our mortal flesh and blood. The markers of our legacy – kids, foundations, good works, or great ideas – share a goal of life-affirming spiritual […]
Dana Grigg
A finance industry veteran, Dana Grigg has held leadership positions at Barclays Global Investors, JP Morgan and Credit Suisse. He holds degrees from Stanford University’s Economics Department and Harvard Business School. Since 2001, Mr. Grigg has been the President of Camelotta Advisors. The firm prides itself on offering the best of institutional investing practices tailored to benefit from the unique circumstances of its clients. This is possible via use of advanced technologies, some purchased, some proprietary, to manage portfolios and conduct analysis of investment opportunities and financial plans. Camelotta applies the most advanced modern portfolio theories to the management of client assets. A 1992 Honors graduate of Stanford University, Mr. Grigg focused on statistics and mathematical modeling as he completed a bachelor’s degree in Economics. In addition he focused on German language and culture and is fluent in German.