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Dana Vosburgh, CFP®

Managing Director of Specialized Wealth Services

   

Dana_Vosburgh

Dana Vosburgh is the Managing Director of Specialized Wealth Services at Manning & Napier. In this role, he is responsible for the delivery and management of the firm’s comprehensive advisory service capabilities designed to assist clients with their overall financial picture. This includes providing guidance, planning recommendations, and relevant content to individuals, endowments/foundations, and qualified plan clients.

Dana has been with Manning & Napier for over 20 years.

Dana earned his BS in Business Administration from Mansfield University. He is a CERTIFIED FINANCIAL PLANNER™ and holds Series 6 and 63 licenses.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.