Estancia Partners

Private Equity Investors. Asset Management Specialists.

Michael Mendez


Senior Vice President

Career Highlights At-a-Glance

  • Former Vice President Corporate Development United Capital Financial Advisers
  • Former Principal Grail Partners, LLC
  • Former Associate Conning Capital

Dana Kurttila was formerly a Vice President of Corporate Development at United Capital Financial Advisers, LLC, one of the fastest growing independent RIAs in the US through the acquisition of financial advisory practices and recruiting advisors. Dana’s primary responsibilities were to source and execute acquisitions for the firm and to work with the CFO on 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 money management and related industries. His role included sourcing, executing and monitoring private equity investments, executing M&A assignments, corporate secretary duties and recruiting and training junior staff.  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.  Previous to Conning, he was an investment banking analyst at Putnam Lovell Securities focused on M&A for the asset management industry.

Dana received his bachelors of Science degree from Fairfield University, summa cum laude, majoring in Finance.  He received the Dolan B-School award for top graduating senior in Finance.

Contact Dana Alan Kurttila

  • 20865 N 90th Place, Suite 200
  • Scottsdale, AZ 85255
  • Phone: 480-448-5001