Dale Wannen

Dale is the founder and advisor of Sustainvest Asset Management LLC. He has over 2 years experience in wealth management and financial services with a distinct commitment to sustainable investing for 15 of those years. Prior to Sustainvest, Dale was a portfolio manager specializing in ESG investment strategies and shareholder advocacy.  He has an MBA in Sustainable Management from Presidio Graduate School in San Francisco and a B.A. in Economics from Rowan University. 

Dale also has successfully started and successfully closed a long-short hedge fund focused on both investing in good moral companies and shorting those entities with poor ESG records. Most recently, Dale has launched Sustainfolio, a digital or “robo” sustainable investment platform. His firm is a member of 1% for the Planet, donating 1% of all revenues to environmentally focused non-profits.

He recently launched his book titled, Don't Feed the Clowns, which dives into his past experiences in the clown-ridden investment world and along the way educates investors on all things sustainable investing.

LINKS:

Sustainvest (Website) | Dale Wannen (Website) | Sustainfolio (Website) | LinkedIn | Facebook | Twitter | YouTube | Instagram