William Charcalis is not listed as a control person, but directly owns under 5% of Dana Investment Advisors. William Charcalis holds a BS from the University of Southern California.
Dana Investment Advisors is an investment adviser based in Waukesha, WI, registered with the SEC since 1979. It provides investment management. Its clients include high-net-worth individuals, state or municipal government entities, and corporations and other businesses. Its regulatory assets under management total $6.08 billion, as filed on 24 March 2026. Its fees, ownership and offices are on the firm’s profile.
William Charcalis is Managing Director and Senior Portfolio Manager of Dana Investment Advisors. He joined the firm in March 2024 and is currently Managing Director and Senior Portfolio Manager for the Small Cap Value, Midcap Value and SMID Cap Value strategies. He came to Dana from Smith, Graham & Co. Investment Advisors, L.P., where he was Head of Equity Investments, and was earlier a Senior Portfolio Manager at Ark Asset Management Co., Inc.
- CRD
- 1294975
- Firm
- Dana Investment Advisors · CRD 105879
- Role
- Managing Director, Executive Vice President and Senior Portfolio Manager
- In role since
- March 2024 · 2 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Waukesha, WI
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- danainvestment.com
Where does William Charcalis work?
William Charcalis has been Managing Director, Executive Vice President and Senior Portfolio Manager of Dana Investment Advisors Inc since March 2024.
How can I verify William Charcalis’ record?
William Charcalis’ role is listed on Dana Investment Advisors Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 105879.
Mikhail AlkhazovSenior Vice President and Portfolio Manager
Jeffry BrigmanSenior Vice President
Garrett BrigmanVice President, Wealth Management
Gregory DahlmanSenior Vice President
Michael HonkampSenior Vice President
Steven JaegerVice President, Wealth Management
James JanikowskiSenior Vice President
Marc KamberExecutive Vice President
Jay KaunSenior Vice President
Brian LehkySenior Vice President
Sean McLeodSenior Vice President and Portfolio Manager
Lori SalyersVice President - Compliance
Noaman ShariefSenior Vice President
Daniel SieversVice President and Equity Portfolio Manager
Matthew SlowinskiSenior Vice President
David StammSenior Vice President
Michael StewartExecutive Vice President, Chief Compliance Officer
Jerome VeranthExecutive Vice President, Chief Investment Officer
David WeinsteinSenior Vice President and Portfolio Manager
Thomas WickmanSenior Vice President
Robert LeutyDirector of Fixed Income
Mark MirsbergerCEO, COO & Treasurer
James MirsbergerInvestment Advisor Representative
Duane RobertsDirector of Faith and Values-Based Strategies