CV Advisors LLC
Dana Bensadon is an experienced finance and marketing professional currently serving as an Associate Portfolio Manager at CV Advisors LLC since November 2023. Prior to this role, Dana spent over eight years at Morgan Stanley as a Wealth Management Associate, focusing on wealth management services. Dana's background includes diverse marketing experiences, such as working as a Marketing Associate at Essence Corp for Victoria's Secret cosmetics and as a Marketing Assistant at Shiseido, where responsibilities included preparing product launch presentations. Additionally, Dana has experience in sales and customer engagement from positions at Lux Bond & Green and Hermès. Dana holds a Bachelor's degree in Marketing from Babson College and participated in an exchange program at Università Bocconi.
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CV Advisors LLC
With our unique, research-driven process and advanced, proprietary technology, our multidisciplinary team provides a highly customized single-family office approach to building and monitoring portfolios and supporting our clients’ evolving financial needs.