Dana Bensadon

Dana Bensadon is an Associate Portfolio Manager at CV Advisors LLC, based in North Miami Beach, FL, where she has served since November 2023. In her current role, she is an Investment Committee Observer and is actively involved in portfolio construction and research-driven asset allocation decisions for high-net-worth families. Her responsibilities emphasize collaboration within a multidisciplinary team and leveraging a strong network of private equity, credit, and alternative asset class managers.

Before joining CV Advisors, Dana accumulated extensive experience in wealth management during her eight-year tenure as a Wealth Management Associate at Morgan Stanley, where she supported clients across a broad array of investment solutions and managed client relationships. Her career began in the marketing sector as a Marketing Associate at Essence Corp, equipping her with valuable communication and project management skills.

Dana holds a Bachelor's degree in Marketing from Babson College and completed an exchange semester in Business Administration and Management at Università Commerciale 'Luigi Bocconi'. Her expertise spans investment management, client advisory, and alternative investments, with a focus on private equity, credit, and multi-asset portfolios for family office clients. She is recognized within CV Advisors for her thoughtful research and cross-disciplinary approach to portfolio management.