Dana Jackson
Morgan Stanley Graystone Consulting

Dana Jackson, managing director of investments and institutional consulting director, Graystone Consulting, is responsible for investment policy plans, asset allocation, performance evaluation, risk management, and manager selection and oversight.  Mr. Jackson leads a Graystone Consulting team that focuses on endowments, foundations, family offices, and high-net-worth individuals. His team was ranked one of the top three “Top Ranked Advisor Teams in America” from 2006 through 2009 by Research, and he has been ranked consistently by Barron’s as one of the “Top 100 Financial Advisors” from 2005 to 2011.  In addition, Registered Rep identified him as one of the “Top Financial Advisors” in the country in 2007.  He serves as a board member for the Association of Professional Investment Consultants and the Impact Investing Advisory Board for Graystone. He earned a B.S. in economics, Hobart College.