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Dana Balluch

Dana Balluch

Client Services Assistant

As the Client Services Assistant, Dana acts as a liaison between the client and financial professional.  She assists with customer service requests, including opening new accounts, completing account changes, and processing client deposits.  Dana plays the critical role of helping to prevent and solve problems before they happen, making clients’ lives easier. 

Dana holds a Bachelor of Science in Accounting from Pennsylvania State University. Prior to joining the Pittsburgh team in 2017, Dana worked as a financial analyst in the healthcare industry for seven years, as well as holding other accounting positions.  In these roles, she learned the value of attention to detail, research, and good listening skills.

Outside of the office, Dana enjoys playing volleyball and hiking with her husband, Drew, and daughter, Alyssa.  She is also a roller coaster enthusiast. 

Dana Balluch provides administrative support services and is not authorized to effectuate trades or provide advice.