Profilo
Mr. Patrick M.
Dalton, CFA MBA, is a Co-Founder at Lipe & Dalton, Inc. He also serves as a President at the firm.
Prior to co-founding Lipe & Dalton in 2004, Mr. Dalton was previously employed as a Portfolio Manager by J.W.
Burns & Co., Inc. (New York).
Mr. Dalton earned his BS in Electrical Engineering from the University of Vermont, and his MBA from Syracuse University.
He is a CFA Charterholder.
Posizioni attive di Pat Dalton
| Società | Posizione | Inizio |
|---|---|---|
Lipe & Dalton, Inc.
 Lipe & Dalton, Inc. Investment ManagersFinance Lipe & Dalton, Inc. is an independent registered investment advisor and wealth management firm headquartered in Syracuse, New York. The firm was founded by Willard “Bill” Lipe and Patrick Dalton in 2004. Lipe & Dalton provides advisory services to individuals, high net worth individuals, pension and profit-sharing plans and charitable organizations. | Fondatore | 01/01/2004 |
Precedenti posizioni note di Pat Dalton
| Società | Posizione | Fine |
|---|---|---|
J.W. Burns & Co., Inc. (New York)
 J.W. Burns & Co., Inc. (New York) Investment ManagersFinance J.W. Burns & Co., Inc. (JW Burns) is an independent, SEC-registered, fee-only investment counseling firm headquartered Dewitt, New York. Founded in 1974, JW Burns manages accounts for individuals, non-profit organizations, endowments, pension and profit sharing plans, and Taft-Hartley funds. | Analyst-Equity | 08/02/2005 |
Formazione di Pat Dalton
| University of Vermont | Undergraduate Degree |
| Syracuse University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
J.W. Burns & Co., Inc. (New York)
J.W. Burns & Co., Inc. (New York) Investment ManagersFinance J.W. Burns & Co., Inc. (JW Burns) is an independent, SEC-registered, fee-only investment counseling firm headquartered Dewitt, New York. Founded in 1974, JW Burns manages accounts for individuals, non-profit organizations, endowments, pension and profit sharing plans, and Taft-Hartley funds. | Finance |
Lipe & Dalton, Inc.
Lipe & Dalton, Inc. Investment ManagersFinance Lipe & Dalton, Inc. is an independent registered investment advisor and wealth management firm headquartered in Syracuse, New York. The firm was founded by Willard “Bill” Lipe and Patrick Dalton in 2004. Lipe & Dalton provides advisory services to individuals, high net worth individuals, pension and profit-sharing plans and charitable organizations. | Finance |
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