Dane P. Trainor

Dane Trainor is a Relationship Manager at Principia Private Wealth who brings both an analytical mind and a genuine love of people to his work. He studied accounting and international finance at Indiana University's Kelley School of Business, drawn to the field by a family legacy spanning two careers in financial services over the past sixty years, along with his own longstanding interest in securities research and the markets. Day to day, Dane helps clients navigate account structuring for tax efficiency and investment decisions tailored to their stage of life, whether they're just entering the workforce or approaching retirement; he holds his Series 7 and Series 66 licenses, along with life and variable annuity licenses, and is working toward his CFP. He enjoys speaking over the phone with clients to best serve their needs. Outside the office, Dane is an avid traveler, having explored South America and Europe, with Asia and Africa on the horizon, and he spent a formative semester abroad in Athens, Greece.