Andrea Jean Dalton Lee

Andrea Jean Dalton Lee

Gestore di Portafoglio-Azioni presso Nia Impact Advisors LLC

Finance
Consumer Services

Profilo

Ms. Andrea J.
Dalton, CFA MBA, is a Portfolio Manager at Nia Impact Advisors LLC.
She joined the firm in February 2022 as a Portfolio Manager, overseeing research for each of the Nia equities strategies.
Andrea’s security analysis and portfolio management experience extends across industries, market caps, geographies, and includes ESG integration.
Prior to joining Nia, Ms. Dalton launched and managed a long-only equity strategy that used a gender lens and integrated sustainability into fundamental security analysis.
Prior to managing her own strategy, she served as Portfolio Manager with Friess Associates, manager of the Brandywine Funds for 17 years.
Earlier in her career, her skills were sharpened at several asset management firms, including Palisade Capital, Cathay Financial and Gabelli & Company.
Ms. Dalton earned an MBA and a Master of International Affairs with an international business & finance concentration from Columbia University.
Prior to that she graduated cum laude from Vassar College with a BA in Asian Studies.
Early in her career, she also earned the CFA designation.

Posizioni attive di Andrea Jean Dalton Lee

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/02/2022
Tutte le posizioni attive di Andrea Jean Dalton Lee

Precedenti posizioni note di Andrea Jean Dalton Lee

SocietàPosizioneFine
Corporate Officer/Principal -
Corporate Officer/Principal -
Analyst-Equity -
Vedi nel dettaglio l'esperienza di Andrea Jean Dalton Lee

Formazione di Andrea Jean Dalton Lee

Vassar College Undergraduate Degree
The Trustees of Columbia University in The City of New York Graduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Andrea Jean Dalton Lee

Relazioni

2

Relazioni di 1° grado

6

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private4

Finance

Finance

Finance

Finance

Vedi le connessioni aziendali
  1. Borsa valori
  2. Insiders
  3. Andrea Jean Dalton Lee