Dale Wannen, MBA is a seasoned professional with over 18 years of experience in wealth management, specialized in social and environmentally conscious investment management. He has an MBA in Sustainable Management from Presidio Graduate School and a BA in Economics from Rowan University. Mr. Wannen currently serves as President of Sustainvest Asset Management, LLC, where he manages accounts for high net worth and institutional clients, conducting environmental, social, and corporate governance (ESG) research and coordinating shareholder communications, corporate accountability, and shareholder advocacy campaigns.

Mr. Wannen has vast experience in equity research, due diligence, and financial analytics, having worked previously as a Portfolio Manager at Harrington Investments, Inc., and a Financial Advisor at UBS Wealth Management. He also served as a Business Development executive at First Republic Bank and previously worked as a Marketing Representative at John Hancock Insurance Company. Additionally, he was a former General Partner/Portfolio Manager at Sustainvest Fund LP, instructing Game Theory Academy, and a former member of the Petaluma Pedestrian and Bicycle Committee.

Mr. Wannen's expertise and skills include Environmental, Social & Governance (ESG) Research, Sustainable Investing, Financial Planning, Portfolio Management, Shareholder Advocacy, Impact Investing, and Registered Investment Advisor (RIA).