Dana Cease, Cfa
About Dana Cease, Cfa
Dana Cease, CFA, serves as Vice President and Equity Analyst at Eaton Vance, where he specializes in investment opportunities in the Global Industrial & Technology sectors. He has extensive experience in portfolio management and ESG funds, with a career spanning multiple prestigious firms including Manulife Investment Management and Loomis, Sayles & Company.
Current Role at Eaton Vance
Dana Cease serves as Vice President and Equity Analyst at Eaton Vance, a position held since 2018. In this role, Cease specializes in evaluating investment opportunities across various sectors, including Global Industrial & Technology. The focus includes managing multiple ESG funds, which emphasize sustainable and responsible investment strategies. Cease's leadership in strategy development and execution is integral to the investment management team.
Previous Experience in Investment Management
Prior to joining Eaton Vance, Dana Cease held several significant roles in investment management. From 2014 to 2018, Cease worked as Vice President and Senior Equity Analyst at Loomis, Sayles & Company in Boston. Before that, Cease was Managing Director and Senior Investment Analyst at Manulife Investment Management from 2010 to 2014 in Toronto. Earlier experience includes positions at Bear Stearns and Fidelity Investments, contributing to a diverse background in equity analysis and investment strategy.
Educational Background
Dana Cease earned a Bachelor of Arts in Economics from Colby College, completing the program from 1993 to 1997. Following this, Cease pursued a Master of Business Administration in Finance at Georgetown University McDonough School of Business, graduating in 2003. This educational foundation supports Cease's expertise in investment analysis and portfolio management.
Investment Specialization and Strategy
Dana Cease is recognized for a specialization in assessing investment opportunities within the Global Industrial & Technology sectors, along with expertise in Autos, Transportation, Media, Staples, Medical Tech, Telecom, and Utilities. Cease is known for a long-term dividend investment approach, focusing on stable and consistent returns. This investment philosophy is complemented by a strong background in portfolio and risk management.
Leadership and Team Management
In the investment management field, Dana Cease is an active team leader, emphasizing strategy development and execution. Cease's leadership is characterized by a commitment to refining processes and enhancing strategic marketing within investment management. This focus on team dynamics and strategic initiatives contributes to effective investment outcomes.