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Wrong Dana Dakin?

Dana Dakin

HQ Phone: (415) 274-3036

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Callan Associates Inc.

600 Montgomery St Ste 800

San Francisco, California 94111

United States

Company Description

Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, Callan has empowered institutional clients with creative, customized investment solutions that are uniquely backed by proprietary research, exclusive data, and ongoing ... more

Find other employees at this company (303)

Background Information

Employment History





Women's Bond Club of New York

Purpose Prize Fellow

Purpose Prize Fellow
United Nations African Mothers Association

The Purpose Prize

Board Member
Women's Fund of New Hampshire


Dana Dakin

Dakin Partners

WomensTrust Inc



Scripps College

Web References (29 Total References)

Traders Magazine proudly ... [cached]

Traders Magazine proudly salutes Dana Dakin, Founder, Dakin Partners LLC and Holly A. Stark, Managing Member, Efficient Frontiers LLC

Dana Dakin
Don't tell Dana Dakin she can't do something. Because then the highly competitive entrepreneur will do it.
Dana Dakin, Dakin Partners
One challenger inadvertently helped her break the glass ceiling. Dakin was working in the 1970s as the first woman executive at Callan Associates. She was calculating time-weighted returns and managed staff. But she was told by a well-meaning boss to forget about becoming a consultant.
She said he told her: "Men would never listen to women's investment advice, so I would never be able to move into the consulting side of the business."
Dakin would ultimately start her own consulting firm. She credits her former boss - who she says is "a great guy, but old-school," with jump-starting her career.
"You betcha. He did me a big favor," Dakin said.
In 1976, she founded Dakin Partners, a marketing consulting practice geared to institutional investment management and trading firms.

News | Audacia Forum [cached]

We are pleased to announce that Dana Dakin will be a showcase presenter at AUDACIA 2011. Dakin is the Founder and President of WomensTrust.

In 2003, to officially celebrate her sixtieth birthday and the beginning of the "return" phase of her life, Dana Dakin headed to Ghana with a list of bootstrapped names to "adopt" a village. On the initial trip she was taken to Pokuase, within the outside northern perimeter of the capital Accra, where she pitched the concept of microlending to small groups of women. She engendered enough interest to return in six months, with funding that came from the sale of her second car.
Today, WomensTrust in the village of Pokuase is thriving, with more than 1000 women in the loan program and repayment rates consistently above 90 percent. Additional funding is directed toward such pressing needs as scholarships for girls and healthcare. The 501c(3) organization (with NGO status in Ghana) has become a viable community-based partnership in the village and is a model that can be replicated.
Dana's career is in the investment business, where she has been a pioneer in marketing consulting to institutional investment firms, both on the trading side as well as for leading money management organizations. Her experience began on Wall Street with a research project at the NYSE that led to negotiated commissions. In 1971, she joined what became Callan Associates, a top pension consulting firm. With a five-year inside perspective on evaluating money managers, she formed Dakin Partners in 1976, the first firm to creatively package institutional investment organizations. She has worked on some of the great launches in the business, and has authored a summary of the essentials of investment marketing in Five for the Road. She also co-produced the eight-part PBS series "Beyond Wall Street: The Art of Investing" with a companion book published by John Wiley.
She was educated at Scripps College, where she graduated with a B.A. in 1964. Her concentration was in international relations, with an honor's thesis on Pan-Africanism. She was a member of the college's Board of Trustees for nine years.

Board of Directors & National Advisory Council | Partnering For Change [cached]

Dana Dakin - Founder, WomensTrust, Inc.; Founder & President, Dakin Partners, LLC

Dana Dakin - Founder & ... [cached]

Dana Dakin - Founder & President, WomensTrust, Inc. ; Founder & President, Dakin Partners, LLC

WomensTrust, Inc. | WomensTrust, Inc. [cached]

Founder Dana Dakin with Gertrude Ankrah,

Be sure to read Founder, Dana Dakin's Story of how she traveled to Ghana in 2003 on the occasion of her sixtieth birthday to find a village and start a microlending program.

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