Dana George Sippel

Finance

Consumer Services

Profile

Mr. Dana G.
Sippel, CPA, is Relationship Manager at West Financial Services, Inc. Mr. Sippel was employed by Burt Associates, Inc., Regardie, Brooks & Lewis, Harris SBSB, and US Trust.
Mr. Sippel received his BS in Accounting from the University of Maryland - Robert H.
Smith School of Business.

Former positions of Dana George Sippel

Companies	Position	End
Burt Associates, Inc. Burt Associates, Inc. Investment ManagersFinance Burt Associates, Inc. (do-business-as Burt Wealth Advisors) is a SEC-registered investment advisor and wealth management firm headquartered in North Bethesda, Maryland. The firm was founded in 1972 and is owned by BAI Holdings, Inc. Burt Wealth Advisors provides discretionary investment advisory services on a fee-only basis to individuals and high net worth individuals.	Corporate Officer/Principal	1991-12-31
West Financial Services, Inc. West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities.	Portfolio Manager-Equities	-

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Training of Dana George Sippel

Robert H. Smith School of Business

Undergraduate Degree

Experiences
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Linked companies

Private companies	2
West Financial Services, Inc. West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities.	Finance
Burt Associates, Inc. Burt Associates, Inc. Investment ManagersFinance Burt Associates, Inc. (do-business-as Burt Wealth Advisors) is a SEC-registered investment advisor and wealth management firm headquartered in North Bethesda, Maryland. The firm was founded in 1972 and is owned by BAI Holdings, Inc. Burt Wealth Advisors provides discretionary investment advisory services on a fee-only basis to individuals and high net worth individuals.	Finance