Profiles

Dana Crosby Dana Crosby
Principal

Dana L. Crosby, CFA, CFP®, has been in the financial industry for more than 20 years.

Dana received his Bachelors degree from the University of Minnesota and a Masters degree in Finance-Investments from Golden Gate University in 1992. He began his career as a financial consultant with a major securities firm in 1993 in the San Francisco Bay Area after serving eight years in the U.S. Air Force, primarily as an instructor navigator.

Dana has worked with independent, fee-only advisor firms since 1996. He was assistant portfolio manager and research analyst for seven years with a firm managing $250 million in client assets and serving high-net-worth families and pension and profit sharing plans. Dana also served as senior portfolio analyst for four years with a firm providing portfolio management services to a nation-wide force of fee-based investment advisors and managing $5 billion in assets. Prior to joining SC Capital Advisors, Dana founded Global Portfolio Dimensions, Inc., an advisor practice now merged with SC Capital Advisors.

Dana has earned two of the most sought-after certifications in the financial industry, the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNERTM designations. He is a member of the Chartered Financial Analyst Society of Los Angeles, the Indian Wells Rotary Club, Desert Estate Planning Council, a life member of the Veterans of Foreign Wars, finance board member and investment committee member of the Boys and Girls Club of the Coachella Valley, and he officiates high school football and basketball in the Coachella Valley. Dana is also an investor and board member of the Coachella Valley Brewing Co.

Dana and his wife Michelle and their two dogs Hunter and Barrett make their home in Rancho Mirage, California.

Education
  • University of Minnesota, BA
  • Golden Gate University, MBA, Finance-Investments
  • CFA Charterholder
  • CFP Certificant

Admissions
  • Global Portfolio Dimensions, Founder

The Team