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Dale Wannen
Investment Advisor, Portfolio Manager
Dale Wannen is the founder, President, and CEO of Sustainvest Asset Management, LLC, an environmental-social-governance (ESG) focused investment advisory firm.1 Here are some key details about Dale Wannen:
Professional Background
Investment Experience:: Dale Wannen has over 20 years of experience in the investment industry as an investment advisor, portfolio manager, and research analyst.2
Sustainvest Asset Management:: He founded Sustainvest in 2013, which specializes in sustainable and responsible investing (SRI).1 The firm manages approximately $18.5 million in assets for about 120 clients.1
Previous Work:: Before starting Sustainvest, Wannen worked as a portfolio manager at Harrington Investments, another socially responsible investment firm.1
Education and Expertise
Advocacy and Involvement
Dale Wannen is actively involved in environmental and social causes:
- Former San Francisco council member for the Natural Resources Defense Council (2012-2017)1
- Former board member and treasurer of Global Exchange (2013-2017)1
- Founded Green Drinks Petaluma, a monthly gathering for environmental professionals1
Approach to Investing
Wannen's approach combines financial management with social and environmental advocacy:
- Promotes shareholder advocacy to push for left-of-center policies on issues like climate change, political contributions, and discrimination1
- Has filed multiple shareholder resolutions against companies such as Dunkin' Brands and Anthem Inc1
Recent Activities
- Author: Wannen has written a book, described as a memoir/non-fiction guide, titled "Don't Feed the Clowns"6
- Social Media Presence: He maintains an active LinkedIn profile where he shares insights on sustainable finance and investing345
Dale Wannen has built a career focused on merging traditional investment strategies with environmental and social responsibility, positioning himself as a thought leader in the sustainable investing space.
