Dana Alan Kurttila
Director/Board Member at NSI Holdings, Inc.
Profile
Mr. Kurttila’s primary focus is sourcing, executing, monitoring and driving growth of Estancia’s portfolio companies.
He also is responsible for quarterly Limited Partner reporting and junior investment professional development.
He serves on the Board of Managers at Abel Noser, Snowden Lane Partners, North Square Investments, PMA Financial Network and is a Board Observer at Resolute Investment Advisors.
Mr. Kurttila joined Estancia in 2013.
He was formerly a Vice President of Corporate Development at United Capital Financial Advisers, LLC, where his primary responsibilities were to source and execute acquisitions for the firm and corporate finance matters.
Prior to joining United Capital, Dana was a Principal at Grail Partners, LLC, a merchant banking firm dedicated to providing capital and M&A advice to the Asset Management and related industries.
His role included sourcing, executing and monitoring private equity investments and executing M&A transactions.
Dana was a Board Observer for several portfolio companies including United Capital and Munder Capital Management.
Prior to Grail, Dana was an associate at Conning Capital, a financial and healthcare services-focused private equity firm with over $500 million under management.
Before Conning, he was an investment banking analyst at Putnam Lovell Securities.
Mr. Kurttila earned his Bachelor of Science in Finance from Fairfield University, where he was awarded the Dolan School of Business Award for Top Graduating Senior in Finance and played Division 1 college soccer.
Dana Alan Kurttila active positions
| Companies | Position | Start |
|---|---|---|
Estancia Capital Management
 Estancia Capital Management Investment ManagersFinance Estancia Capital Management LLC (Estancia Capital Management) is a private equity firm founded in 2009 by Michael Mendez and Takashi Moriuchi. The firm is headquartered in Scottsdale, Arizona. | Private Equity Investor | 01/04/2021 |
Abel/Noser Corp.
 Abel/Noser Corp. Investment Banks/BrokersFinance Abel/Noser Corp. provides trading and trade cost analysis for institutional investors. It products include equity and fixed income transaction cost analysis trade zoom, agency brokerage, commission recapture, transition management and pre-trade analysis trade compass. The company was founded by Stanley S. Abel and Eugene A. Noser, Jr. in 1975 and is headquartered in New York, NY. | Director/Board Member | - |
NSI Holdings, Inc.
 NSI Holdings, Inc. Financial ConglomeratesFinance NSI Holdings, Inc. operates as an investment holding company. The company was founded on May 6, 1997 and is headquartered in Chambersburg, PA. | Director/Board Member | - |
North Square Investments LLC
 North Square Investments LLC Financial ConglomeratesFinance North Square Investments LLC engages in the provision of investment services. It offers multi-boutique asset management platform. The company was founded by Mark Goodwin in July 2018 and is headquartered in Chicago, IL. | Director/Board Member | 01/06/2018 |
Snowden Capital Advisors LLC
 Snowden Capital Advisors LLC Investment ManagersFinance Snowden Capital Advisors LLC (SCA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Robert J. Mooney in 2011. SCA provides fee-based discretionary and non-discretionary investment advice, consulting, and related wealth advisory services that are targeted primarily at high-net-worth clients, which includes family offices, individuals (and their investment vehicles), companies, foundations, governmental agencies, pension plans, and endowments, through experienced investment advisors and pension consultants. | Director/Board Member | 01/12/2013 |
Former positions of Dana Alan Kurttila
| Companies | Position | End |
|---|---|---|
United Capital Financial Partners, Inc.
 United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA. | Director of Finance/CFO | 01/03/2013 |
Grail Partners (Private Equity)
 Grail Partners (Private Equity) Investment ManagersFinance Grail Partners (Grail) is a private equity division of Grail partners LLC founded in 2005 by Don Putnam and Darlene Deremer. The firm is headquartered in San Francisco, California. | Private Equity Investor | 01/12/2009 |
CCP Equity Partners, LLC
 CCP Equity Partners, LLC Investment ManagersFinance CCP Equity Partners (CCP Equity Partners) is an independent private equity firm founded in 1985. The firm is headquartered in Harford, Connecticut. | Private Equity Analyst | 17/05/2005 |
Prudent Man Advisors, Inc.
 Prudent Man Advisors, Inc. Investment ManagersFinance Prudent Man Advisors, Inc. provides investment advisory services to public entities and local government investment pools. The company was founded in 1996 and is headquartered in Naperville, IL. | Director/Board Member | - |
Training of Dana Alan Kurttila
| Fairfield University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
Abel/Noser Corp.
Abel/Noser Corp. Investment Banks/BrokersFinance Abel/Noser Corp. provides trading and trade cost analysis for institutional investors. It products include equity and fixed income transaction cost analysis trade zoom, agency brokerage, commission recapture, transition management and pre-trade analysis trade compass. The company was founded by Stanley S. Abel and Eugene A. Noser, Jr. in 1975 and is headquartered in New York, NY. | Finance |
CCP Equity Partners, LLC
CCP Equity Partners, LLC Investment ManagersFinance CCP Equity Partners (CCP Equity Partners) is an independent private equity firm founded in 1985. The firm is headquartered in Harford, Connecticut. | Finance |
NSI Holdings, Inc.
NSI Holdings, Inc. Financial ConglomeratesFinance NSI Holdings, Inc. operates as an investment holding company. The company was founded on May 6, 1997 and is headquartered in Chambersburg, PA. | Finance |
Grail Partners (Private Equity)
Grail Partners (Private Equity) Investment ManagersFinance Grail Partners (Grail) is a private equity division of Grail partners LLC founded in 2005 by Don Putnam and Darlene Deremer. The firm is headquartered in San Francisco, California. | Finance |
United Capital Financial Partners, Inc.
United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA. | Finance |
Prudent Man Advisors, Inc.
Prudent Man Advisors, Inc. Investment ManagersFinance Prudent Man Advisors, Inc. provides investment advisory services to public entities and local government investment pools. The company was founded in 1996 and is headquartered in Naperville, IL. | Finance |
Estancia Capital Management
Estancia Capital Management Investment ManagersFinance Estancia Capital Management LLC (Estancia Capital Management) is a private equity firm founded in 2009 by Michael Mendez and Takashi Moriuchi. The firm is headquartered in Scottsdale, Arizona. | Finance |
Snowden Capital Advisors LLC
Snowden Capital Advisors LLC Investment ManagersFinance Snowden Capital Advisors LLC (SCA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Robert J. Mooney in 2011. SCA provides fee-based discretionary and non-discretionary investment advice, consulting, and related wealth advisory services that are targeted primarily at high-net-worth clients, which includes family offices, individuals (and their investment vehicles), companies, foundations, governmental agencies, pension plans, and endowments, through experienced investment advisors and pension consultants. | Finance |
North Square Investments LLC
North Square Investments LLC Financial ConglomeratesFinance North Square Investments LLC engages in the provision of investment services. It offers multi-boutique asset management platform. The company was founded by Mark Goodwin in July 2018 and is headquartered in Chicago, IL. | Finance |
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