Dana Dotoli
Dana is the director of private wealth at BMO Wealth Management. She works closely with clients and their advisors to develop financial strategies to meet their current needs and plan for their long-term objectives. Dana coordinates the various services her clients require based on their unique situation, including investment management, planning, trust, private banking and family office services. Previously, Dana was a Sr. VP at Wilmington Trust serving the Southern California market. She worked closely with corporate executives, entrepreneurs, women in transition and multi generational families. Dana holds a Juris Doctorate, a MBA and a bachelor’s degree from Penn State University. Dana is a member of the State Bar of New Mexico and has provided many hours of pro-bono legal assistance as part of her commitment to her local community.
She is a member of several sections of the Orange County Bar Association. She has served as a board member for the Children’s Grief Center and a volunteer at Camp Corazon —an extended weekend grief camp for children who suffered traumatic losses. She also delivers various Junior Achievement modules, including Entrepreneurship for high school students. In her spare time, she can be found on the tennis courts or if it is winter, you might find her on the slopes. She sings in a family band and loves karaoke. She has two sons, Aidan and Jake, and rescue dog named Rocky.