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Dale Branda

COO/Investment Advisor Representative. CFP® professional.
Greater Chicago Area
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What are some of Dale Branda’s interests or hobbies?
Profile Image for Dale Branda

Dale Branda

COO/Investment Advisor Representative. CFP® professional.
Greater Chicago Area
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Dale Branda is a highly experienced senior leader with over 30 years of experience serving clients and building long-lasting relationships. With a particular focus on insurance and financial services, Dale currently serves as the Chief Operating Officer at Steward Advisors, LLC, where he delivers wealth management services to clients and serves as the Operations leader.

Dale earned his MBA at The University of Chicago Booth School of Business and his BA at Wheaton College. Dale's expertise spans across various industries, and he is known for his commitment to helping individuals and businesses make good financial decisions that align with their values and lead them towards their goals.

Prior to his role at Steward, Dale worked in various positions, including Operations Consultant at Art on Sedgwick, Director, Account Services at ComPsych, Assistant Vice President, Marketing & National Account Management at CNA, and Services Operations Manager, New Product Development at CNA.

Throughout his career, Dale has been a staunch advocate for integrity above all else, and he believes that building trust is fundamental to delivering consistent value.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
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This public profile is provided courtesy of Clay. All information found here is in the public domain.