Manager Profile

 

Dale Wannen, MBA

Dale Wannen, founder of Sustainvest Asset Management LLC,  has over 18 years experience in wealth management and financial services. Prior to Sustainvest, Dale was a portfolio manager at Harrington Investments and specialized in ESG investment strategies, securities analysis, and shareholder advocacy. Prior to this position, Dale was an advisor with UBS Wealth Management Services in San Francisco. He is often a guest speaker on the topic of ESG investing and shareholder advocacy.

Dale has an MBA in Sustainable Management from Presidio Graduate School in San Francisco. He earned a B.A. in Economics from Rowan University and currently is a volunteer with Mentor Me Petaluma, Rebuilding Together Petaluma, and the founder of Green Drinks Petaluma.

He also currently sits as a Board of Director of San Francisco human rights organization Global Exchange. Previous volunteer work has included:

  • Treasurer and Board Member for bird conservation organization, San Francisco Bay Bird Observatory (SFBBO)
  • Committee member for the National Resources Defense Council (NRDC) in San Francisco
  • Committee member of the Petaluma Pedestrian and Bicycle Advisory Committee (PBAC)
  • President of the Social Venture Finance Club at Presidio Graduate School

Dale currently holds the Series 65 FINRA license and has previously held the Series 6, 7, 63, 66 and California Life and Health Insurance Certification.

Dale lives in Petaluma, CA with his wife and their 2 beautiful daughters and their malamute Shadow.