Dana Croswhite

Dana B. Croswhite, CFA, is a Partner and Portfolio Manager at Oxbow Advisors, LLC in Houston, Texas, where she serves as a senior member of the investment committee. With over thirty-four years of experience, she is responsible for managing investment portfolios, client relationships, and guiding investment strategy for high-net-worth individuals and institutions.

Her career spans diverse roles including Senior Vice President and Investment Counselor at King Investment Advisors, Inc. and Vice President, Senior Portfolio Manager at J.P. Morgan, where she managed $300 million in assets for high net worth trust clients. At Oxbow Advisors, her focus includes overseeing asset allocation and security selection, especially within fixed income and equity portfolios for trusts and private clients.

Dana holds a Bachelor of Business Administration with a concentration in Finance from Southern Methodist University and is a CFA charterholder. She is recognized for her expertise in portfolio management for high-net-worth clients, her leadership within investment committees, and her commitment to ethical standards in the wealth management industry.