DANA N. WEINSTEIN
Dana Weinstein is a Shareholder and Principal of Patriot Wealth Management, Inc., a Registered Investment Advisor. He has over 20 years of experience in the financial planning and investment management industry. Dana’s focus has been on providing comprehensive financial advisory services to high net-worth individuals and their families. Dana’s planning background includes extensive experience in financial and estate planning, income tax compliance, cash flow management and contingency planning. Additionally, he has been heavily involved with the investment management process for each of his clients, including asset allocation planning and implementation.
Dana received his Bachelor’s degree in Accounting from the University of Texas at Austin. He also earned a Juris Doctorate and Masters of Law in Taxation from the University of Houston. He is a licensed attorney and CPA in the State of Texas. Dana is a member of the State Bar of Texas and the Texas Society of Certified Professional Accountants (TSCPA). He is also a member of the Texas Exes.
Prior to becoming a Shareholder at Patriot in 2004, Dana held the position of Vice President and Trust Officer at Kanaly Trust Company in Houston, Texas. Prior to joining Kanaly in 1998, he was a financial advisor with FCA Corp., a Registered Investment Advisor. Dana began his financial planning and investment career in November 1993 with PriceWaterhouse.
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