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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Dana Wilson
CEO at CHIP
Speaker

Profile

Dana L. Wilson has over fifteen years of experience in the financial services industry and is the Founder and CEO of CHIP (Changing How Individuals Prosper). CHIP is a financial services marketplace that makes finding financial professionals of color easy.

In 2021, Investment News recognized her as a "See It Be It Role Model" for her diversity, equity, and inclusion work. She also received two company awards in 2021 from Think Advisor for her work in diversity and inclusion and thought leadership. She was named "One To Watch" in Fintech from Money 20/20 and was awarded as a 2021 Trailblazer from Black Women In Media. Dana graduated from North Carolina Central University and received her Bachelor of Business Administration (BBA) with a concentration in Marketing and a 2023 Investment News Women To Watch Finalist.
Dana also holds an MBA from Penn State University's Smeal School of Business.

Agenda Sessions

  • WealthStack Demos

    3:45pm