Dale Wannen
Dale is the founder and advisor of Sustainvest Asset Management LLC. He has over 20 years experience in wealth management and financial services with a distinct commitment to sustainable investing. Prior to Sustainvest, Dale was a portfolio manager for an RIA firm specializing in ESG investment strategies and shareholder advocacy. He is the author of “Don’t Feed the Clowns: Sustainable Investing for Everyday Life”.
After growing up in southern New Jersey, Dale decided to head west in 2002. After spending 20 years in California, he now splits his time between Petaluma, CA and Atlantic County, New Jersey. He has an MBA in Sustainable Management from Presidio Graduate School in San Francisco and a B.A. in Economics from Rowan University. He most recently was a Board of Director with the non-profit Stewards of the Coast and Redwoods and Sonoma County Community Foundation.