Dana Ellenberg Herr

Current Employers

Employment History

• 10/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  York, PA
• 12/2009 → Present
  Bank Of America, N.A.
  York, PA

Other Businesses

I*46898 Non-Profit Organization Name: Girls on the Run Investment related: N Address Landisville, PA 17538 Position: Committee Member, Start date: 6/30/2018Number of hours devoted: 1 hr Mthly Number of hours devoted during trading hours: 0Duties: Committee member for Stewardship at Girls on the Run. - Nurture relationships with donors, write thank you notes, make calls to donors. I*1041309 Entity Type: Charitable Name: Planned Parenthood Investment related: N Address of business: Lancaster, Pennsylvania, 17603Nature of business: ["Charitable Organization"]Position, title, association: Committee Start date of relationship: 11/2/2022 Hrs devoted: 2 hrs Mhly Hrs devoted during trading hours: 0 Duties: Member of advisory and development committees. Help shape marketing and fundraising for the organization. My role includes: supporting and advocating for the mission of Planned Parenthood. Supporting organizational decisions within my personal spheres of influence. Educating the public. Raising awareness. Attending committee meetings. I*3604266, Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO C H RRA FBO C H , Address: Columbia, PA 17512, Investment Related: N, Position: Power of Attorney, Employee Start Date: 01/21/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3793281 Entity Type: Fiduciary role Name A H, Address: Columbia, PA 17512, Investment Related: N, Position: Power of Attorney, Employee Start Date: 02/18/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*402654 Type: Charitable Name: Lancaster General Health Foundation Address: Lancaster, PA Investment: No Position: Committee, Board Member Start Date: 11/03/2025Hours: 30, Yearly Hours during trading: 0 Duties: Fundraising arm for Lancaster General Hospital and support initiatives as directed by LGH that otherwise would not be funded, except by charitable contributions. be an advocate for the hospital programs, stewardship, attend hospital fundraising and community events. Also, beginning in September 2026, I will be the Planned Giving Chair. I will be leading the Planned Giving meetings. I*1964318 Entity Type: Charitable Name of OBA: University of Delaware Address: Newark, DE 19716 Investment Related: No Position, Title, Association: Committee Employee Start Date: 08/19/24 Number of Hours: 8, Yearly Number of Hours during trading: 0 Duties: The role of the Parent & Family Leadership Council (PFLC) national chairs is to provide leadership for the PFLC and set an example for other parents and families as donors, volunteers, advocates and ambassadors of UD. I*3979295 Entity Type: CharitableName of OBA: Lancaster County Community FoundationAddress: Lancaster, PA 17603 Investment Related: Yes Position, Title, Association: Committee Employee Start Date: 03/09/26Number of Hours: 8, Yearly Number of Hours during trading: 4, Yearly Duties: The Lancaster County Community Foundation's mission is to embolden the extraordinary individuals and community benefit organizations (CBOs) that already exist all over the county. Through grantmaking, managing investments, and providing philanthropic counsel to organizations and individuals, community foundations are imperative for the stability of generations to come. The Committee is responsible for forming the Investment Policy Statement (¿IPS¿) for the endowment and making the recommendation to the Board of Directors. This includes formulating the investment objective as well as policies, such as the strategic asset allocation, liquidity, socially responsible investing and collaborating with the Finance Committee on the spending policy. The Board of Directors shall approve the IPS. The Committee will also monitor implementation with respect to tactical allocations, portfolio construction and product selection and may grant authority to a service provider and Foundation staff to make decisions independently in those areas.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-01-05
• S63 Uniform Securities Agent State Law Examination
  1994-12-27

Other Names

• Dana Marie Ellenberg
• Dana Marie Ellenberg