Fundraising Fox
/People
Sign in

Dayna Kleinman

Investor

Managing Director and Head of US Wealth at Sagard Credit Partners

United States

Find your path to Dayna

425 people in our graph can introduce you to Dayna.

Sign up to see every warm intro you have to Dayna

  • Paths you didn't know you had: your email and LinkedIn already hold routes to Dayna. We find them
  • 2nd- and 3rd-degree connections: the friend-of-a-friend routes you can't see from your own inbox or LinkedIn
  • Answers now, not in days: momentum is everything in a raise. Skip asking around whether someone knows someone

Days of research, done the moment you sign in, with every route ranked by how warm it is.

Sign up with GoogleAlready have an account? Log in

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

  1. SagardManaging Director, Head of US Wealthcurrent2025 — presentChicago, Illinois, United States
  2. Monroe Capital LLCHead of Strategic Marketing - Wealth Solutions2025
  3. Monroe Capital LLCManaging Director and Head, Business Development - Wealth Management Solutions2022 — 2025Chicago, Illinois, United States
  4. Monroe Capital LLCManaging Director, Marketing and Investor Relations2020 — 2022Greater Chicago Area
  5. Robert W. Baird & Co.Director, Key Accounts Relationship Manager | Sr. Product Manager - Alternative Investments2009 — 2020Greater Chicago Area
  6. Robert W. Baird & Co.Fixed Income Portfolio Manager2002 — 2009
  7. Merrill LynchRegional Manager Municipal Bond Marketing1999 — 2001

Skills & more

Alternative Investments21Private Credit3Portfolio Management10Product Management2Financial Services4Fixed Income9Bonds3Structured Products3Product Marketing1Business DevelopmentFinancial Advisory1Financial Planning2
+12 moreInvestmentsFinancial AnalysisStrategic Financial PlanningMarketing StrategySalesAsset ManagementProduct DevelopmentWealth ManagementSeries 31FINRASeries 3Strategy

From Dayna's professional profile.

Colleagues at Sagard Credit Partners

Adam Felesky
Managing Partner and CEO, Portage at Sagard Credit Partners
Adam Vigna
Co-Founder and CIO, Sagard at Sagard Credit Partners
Aikta Jain
Managing Director, Capital Formation at Sagard Credit Partners
Albert Arazi
Vice President of Distribution, Eastern Canada at Sagard Credit Partners
Amanda Gaiotti
Partner, Corporate Development at Sagard Credit Partners
Annie Martineau
Vice-President, People and Culture at Sagard Credit Partners
Aurélie Jaclot
CEO and Head of Quebec, Sagard Wealth at Sagard Credit Partners
Brian Mullin
Senior Principal, Capital Formation at Sagard Credit Partners

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 and Head of US Wealth at Sagard Credit Partners.
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

Shared employers