As Head of Strategic Relations at Madison Trust Company, Dana Udumulla focuses on two key priorities: helping investors diversify their retirement portfolios and supporting investment sponsors in raising capital. She works with investors who want to use self-directed retirement accounts to invest in alternative asset classes such as real estate, private offerings, private notes, and other non-traditional opportunities—while maintaining the tax advantages of their retirement plans.

With a strong background in financial analysis and expertise in investment compliance, Dana ensures that Madison Trust’s growth strategies are carried out with the highest regulatory standards. She leads the Sponsors and Sales Teams in building efficient processes that make it easier for sponsors to onboard investors and for investors to confidently complete their alternative investments.

Dana’s leadership has strengthened Madison Trust’s reputation as a trusted custodian in the self-directed IRA space. She is passionate about making alternative investing more accessible, supporting sponsors’ capital-raising efforts, and helping investors build diversified, tax-efficient retirement portfolios.