Authors > Dana Hartwell, AIF®

Dana Hartwell, AIF®

Director, Head of DCIO Sales, New York Life Investments

Dana Hartwell is head of DCIO Sales. He joined New York Life Investment’s Institutional channel in 2015. Previously, Dana’s experience includes Hartford Funds, Natixis Global Asset Management, Fidelity Investments, and Charles Schwab & Co.

Dana earned his BA in History at Sonoma State University. He has over 21 years of experience in the financial services industry and holds an AIF designation.

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Helping Plan Sponsors Steer Clear of Compliance Missteps

Many larger plan sponsors engage a third-party administrator (TPA) or recordkeeper to help them...