Fundraising Fox

Dayna Kleinman

Investor

Managing Director and Head of US Wealth at Sagard Private Equity Canada

United States

Experience

  1. SagardManaging Director, Head of US Wealthcurrent2025 β€” 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 β€” 2025Chicago, Illinois, United States
  4. Monroe Capital LLCManaging Director, Marketing and Investor Relations2020 β€” 2022Greater Chicago Area
  5. Robert W. Baird & Co.Director, Key Accounts Relationship Manager | Sr. Product Manager - Alternative Investments2009 β€” 2020Greater Chicago Area
  6. Robert W. Baird & Co.Fixed Income Portfolio Manager2002 β€” 2009
  7. Merrill LynchRegional Manager Municipal Bond Marketing1999 β€” 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 Private Equity Canada

Frequently asked questions

Who is Dayna Kleinman?
Managing Director and Head of US Wealth at Sagard Private Equity Canada
Where does Dayna Kleinman work?
Dayna Kleinman is Managing Director and 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

Shared employers