Hailee Danna
Senior Client Associate
Hailee Danna is a valued and dedicated TSG Wealth Management team member serving as a Senior Client Associate. With a career spanning several years in the financial industry, Hailee has exhibited exceptional expertise and dedication in her roles. She initially joined TSG in 2019 as a Client Associate and through hard work and dedication she earned her promotion to Director of Transitions in 2022. After starting her family in 2025, she returned to her role as a Senior Client Associate to ensure she maintained a positive work/life balance.
Hailee’s passion for the financial industry developed early on, leading her to embark on a career path in this dynamic field. Her journey began at TSG, where she found a thriving environment that nurtured her skills and allowed her to flourish. Over the years, Hailee has been instrumental in facilitating channel transfers and external onboarding, serving as the internal coordinator for these crucial processes. Her ability to work seamlessly with new teams and understand their unique qualities has been pivotal in ensuring a smooth transition and establishing strong working relationships.
Hailee currently resides in Seal Beach with her husband Eric. In her free time, she enjoys traveling, golfing, wine tasting, and staying active. With a passion for sports, she enthusiastically follows NASCAR, golf, football, and baseball. Hailee holds a Bachelor of Science in Business Economics and Finance from Pace University in NYC.
You May Not Know This About Hailee Danna…
Hailee brings a wealth of diverse experiences to her role having gone to college and lived in New York City and studied abroad in Rome.
