Dayna Kleinman
InvestorManaging Director, Head of US Wealth at Sagard Private Equity Canada · Managing Director and Head of US Wealth at Sagard Credit Partners
United States
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373 people in our graph share verified history with Dayna — schools, employers, funds. One of them is your warm intro.
Joe HayesunlockedDayna: together at Robert W. Baird & Co. (2015–2017)
×3Dayna: together at Robert W. Baird & Co.
×7Dayna: together at DePaul University
Dayna: together at Ithaca College
About
Dayna Kleinman is Managing Director, Head of US Wealth at Sagard, where she is responsible for building the firm's US presence across multiple private market strategies. She began her career in 1993 on the municipal bond trading floor at Merrill Lynch and spent 18 years at Robert W. Baird & Co. working in fixed-income portfolio management, alternative investment platform development, and key account relationships, later holding a role at Monroe Capital in alternative investments. She holds a degree from Ithaca College and an MBA from DePaul University.
Experience
- SagardManaging Director, Head of US Wealthcurrent2025 — presentChicago, Illinois, United States
- Monroe Capital LLCHead of Strategic Marketing - Wealth Solutions2025
- Monroe Capital LLCManaging Director and Head, Business Development - Wealth Management Solutions2022 — 2025Chicago, Illinois, United States
- Monroe Capital LLCManaging Director, Marketing and Investor Relations2020 — 2022Greater Chicago Area
- Robert W. Baird & Co.Director, Key Accounts Relationship Manager | Sr. Product Manager - Alternative Investments2009 — 2020Greater Chicago Area
- Robert W. Baird & Co.Fixed Income Portfolio Manager2002 — 2009
- Merrill LynchRegional Manager Municipal Bond Marketing1999 — 2001
Skills & more
Alternative Investments21Private Credit3Portfolio Management10Product Management2Financial Services4Fixed Income9Bonds3Structured Products3Product Marketing1Business DevelopmentFinancial Advisory1Financial Planning2
+12 more
InvestmentsFinancial AnalysisStrategic Financial PlanningMarketing StrategySalesAsset ManagementProduct DevelopmentWealth ManagementSeries 31FINRASeries 3StrategyFrom Dayna's professional profile.
Colleagues at Sagard Private Equity Canada
Adam Felesky
CEO at Portage Ventures
Adam Vigna
Co-Founder and CIO, Sagard at Sagard Credit Partners
Adam Vigna
Co-Founder and CIO, Sagard at Sagard Private Equity Canada
Aikta Jain
Managing Director, Capital Formation at Sagard Credit Partners
Albert Arazi
Vice President of Distribution, Eastern Canada at Sagard Private Equity Canada
Alpha Lam
Senior Director, Asset Management at Sagard Private Equity Canada
Amanda Gaiotti
Partner, Corporate Development at Sagard Credit Partners
Amr Ceran
Managing Director, Asset Management at Sagard Private Equity Canada
Frequently asked questions
- Who is Dayna Kleinman?
- Dayna Kleinman is Managing Director, Head of US Wealth at Sagard, where she is responsible for building the firm's US presence across multiple private market strategies. She began her career in 1993 on the municipal bond trading floor at Merrill Lynch and spent 18 years at Robert W. Baird & Co. working in fixed-income portfolio management, alternative investment platform development, and key account relationships, later holding a role at Monroe Capital in alternative investments. She holds a degree from Ithaca College and an MBA from DePaul University.
- Where does Dayna Kleinman work?
- Dayna Kleinman is Managing Director, Head of US Wealth at Sagard Private Equity Canada.
- Where did Dayna Kleinman go to school?
- Dayna Kleinman studied at Ithaca College (Bachelor of Science (BS), Marketing); DePaul University (Master of Business Administration (MBA), Marketing).
Same school
Also attended Ithaca College41
Ben CaryController and Operations Director at Glasswing VenturesDennis ChalkeAdvisor at Waterline VenturesSteve SchlossOperating Partner at Edison PartnersAlexander CuomoCFO at NGN CapitalBen TrybaVice President at Growth Street PartnersJames ParilloManaging Partner at Figment
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Also attended DePaul University120
Liz WesthouseHead of Community & Partnerships, Rise of the Rest at RevolutionDave HuttenAdvisor at CincyTechErika BoldenOperations Manager at Two Bear CapitalJason FelgerPartner at Jump CapitalChloe BierutCommunity & Events Manager at Energize VenturesMichael PalankInvestor at MaC Venture Capital
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Shared employers
Also worked at Monroe Capital LLC17
Lee SternManaging Director at Aquarian HoldingsRon SuberInvestor at Upper90Merve ZabcıInvestor at twozero VenturesNick McDearisManaging Director at Oxford Finance LLCKatherine StablerGeneral Counsel / Senior Legal Advisor at InvestBevRon DiamondFounder & Chairman, Diamond Wealth Strategies at InvestBev
+ 11 more
Also worked at Robert W. Baird & Co.82
Joe HayesInvestor at LightbankLiz WuestlingVice President, Business Analytics & Strategy at Northpond VenturesHelen LinInvestor at At One VenturesRyan TracyAssociate, Investor Relations at StripesJames FalkoffPartner at ConvergeAndrew MinickAssociate at Perot Jain
+ 76 more
Also worked at Merrill Lynch796
Hans TungManaging Partner at Notable CapitalAnthony LinHead of Intel Capital, Corporate Vice President at Intel CapitalNoorPartner at Clear VenturesKesha CashFounder & General Partner at Impact America FundAftab MathurManaging Director at Temasek at Golden Gate VenturesAndrew WallaceVice President, Revolution Growth at Revolution
+ 790 more