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Dale Wannen

Dale Wannen

Dale is the founder and advisor of Sustainvest Asset Management LLC. He has over 20 years experience in wealth management and financial services with a distinct commitment to sustainable investing for 15 of those years. Prior to Sustainvest, Dale was a portfolio manager specializing in ESG investment strategies and shareholder advocacy. After growing up in southern New Jersey, Dale decided to head west in 2002 and now makes the bay area his home.  He has an MBA in Sustainable Management from Presidio Graduate School in San Francisco and a B.A. in Economics from Rowan University and currently is a volunteer with Mentor Me Petaluma and the founder of Green Drinks Petaluma. He also currently sits as a Board of Director of nonprofit Stewards of the Coast and Redwoods and is a investment committee member of the Sonoma County Community Foundation.

Stories from Dale Wannen

Finance

Largest Fund Manager Remains Resistant to Shareholder Action on Climate

According to a recent Stanford University study, temperature change from global warming could lower global GDP by about 23 percent […]
Dale Wannen
September 15, 2016
Finance

Your Investment Portfolio’s Naughty and Nice List for 2014

As most of us rush to get our holiday shopping done over the next week (or chose to do so […]
Dale Wannen
December 17, 2014
Finance

Big Endowments Are Divesting: Are You?

The divestment train has left the station. It’s hard to pass a headline that doesn’t include the words ‘divestment’ and […]
Dale Wannen
October 27, 2014
Resolution 2014: Make My Investment Portfolio Responsible
Finance

Resolution 2014: Make My Investment Portfolio Responsible

By Dale Wannen As we enter 2014, many of us are now pondering a New Year’s resolution.  Some of us […]
Dale Wannen
December 23, 2013
Is Your Portfolio Melting the Polar Caps?
Corporate Responsibility

Is Your Portfolio Melting the Polar Caps?

Ok, so climate change is happening. Scientists (yes, those who acquire knowledge) have told us that the earth has warmed […]
Dale Wannen
August 1, 2013
Coca-Cola Sued Over Sugar-Laden vitaminwater
Energy

Coca-Cola Sued Over Sugar-Laden vitaminwater

My daily ritual of drinking a glass of orange juice was something that was passed down from my parents.  However, […]
Dale Wannen
January 25, 2013
Shareholders at Procter and Gamble Question Packaging Waste
Finance

Shareholders at Procter and Gamble Question Packaging Waste

As I spun a few squares of Charmin toilet paper off of the roll to complete my morning duty, I […]
Dale Wannen
October 10, 2012
Goldman Sachs Gambling on Social Impact Bonds
Corporate Responsibility

Goldman Sachs Gambling on Social Impact Bonds

So the big boys have entered the room.  It was recently reported that Goldman Sachs has invested $9.6 million into […]
Dale Wannen
September 24, 2012
SPAM Goes GREEN
Corporate Responsibility

SPAM Goes GREEN

I hate to admit this, but while perusing the aisles of a large chain supermarket last week, something moved me […]
Dale Wannen
July 27, 2012
Shareholder Resolutions Flourish at JP Morgan Meeting
Corporate Responsibility

Shareholder Resolutions Flourish at JP Morgan Meeting

As an advocate of shareholder activism, I seldom see more than one or two shareholder proposals on proxy statements.  However, […]
Dale Wannen
May 17, 2012
Goldman Sachs Loses Battle with Largest Public Union in U.S.
Corporate Responsibility

Goldman Sachs Loses Battle with Largest Public Union in U.S.

Ever wondered why CEO of Goldman Sachs hasn’t been fired yet? Realizing the pressure of a recent shareholder resolution, Goldman […]
Dale Wannen
March 30, 2012
Shareholder Resolutions Break Records in 2011
Finance

Shareholder Resolutions Break Records in 2011

Corporations and governments around the world took notice of the power of the masses in 2011 with the Occupy movement taking […]
Dale Wannen
January 3, 2012
How Shareholders are Battling Excessive Executive Compensation
Corporate Responsibility

How Shareholders are Battling Excessive Executive Compensation

In case you didn’t get the memo, excessive executive compensation was supposed to become a thing of the past after […]
Dale Wannen
June 30, 2011
Socially Responsible Investment Firm Divests Chesapeake Energy
Finance

Socially Responsible Investment Firm Divests Chesapeake Energy

In times when oil prices are on the brink of huge increases and radiation leaks from Japanese nuclear reactors seem […]
Dale Wannen
March 23, 2011