Dana Allison

Client Associate, Analyst

Dana joined the Rockefeller Family Office in August of 2023 supporting all team members to deliver comprehensive family office services to clients and their families. Along with assisting the team to facilities account funding and money movement transactions, Dana works with client’s data to prepare net worth and performance reports. During the tax season, Dana assists clients in aggregating tax information to help prepare and complete tax returns and projects.

Dana graduated from Villanova University with a Bachelor of Science in Mathematics and Computer Science. He is currently studying for his Series 7 exam.