Dana Katz is in Institutional Equity Sales at Bernstein, where she specializes in serving long-only clients. A graduate of Cornells School of Hotel Administration, she holds Series 7 and 63 certifications and has prior experience in wealth management at Merrill Lynch and sustainability at Brixmor Property Group.
Outside of finance, Dana has a creative background that includes experience in video production from a role at ESPN+. Her curiosity extends to marketing, having participated in a forum focused on the future of GenZ retail. A former supervisor highlighted her eagerness to learn and curiosity.
Unique fact: Before her career in finance, Dana worked as a Video Production Assistant for ESPN+, where she helped film and edit highlight reels.
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