Dana Schmidt

Chief Compliance Officer

Jordan Park Group LLC

Dana Schmidt is Chief Compliance Officer for Jordan Park Group LLC, a multi-family office located in San Francisco. Prior to Jordan Park, Dana was CCO for LOYAL3 Securities, a San Francisco-based self-clearing online broker offering IPOs, fee-free investing, and Stock Rewards. Prior to LOYAL3, Dana served as CCO and CAO of MicroPlace, an eBay/PayPal broker-dealer platform offering investments benefitting microfinance organizations worldwide. She also served as a Trustee of the PayPal Mutual Funds. Prior to MicroPlace, served in various positions with Wells Fargo Funds, Montgomery Asset Management, and Morgan Stanley. She has a BA in Economics from Haverford College and an MBA in Finance from Duke University.

Related Sessions

View full schedule

Quick Links

For More Information, Contact Us:

(860) 672-0843 info@nscp.org