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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
Largest Fund Manager Remains Resistant to Shareholder Action on Climate
Your Investment Portfolio’s Naughty and Nice List for 2014
Big Endowments Are Divesting: Are You?
Resolution 2014: Make My Investment Portfolio Responsible
Is Your Portfolio Melting the Polar Caps?
Coca-Cola Sued Over Sugar-Laden vitaminwater
Shareholders at Procter and Gamble Question Packaging Waste
Goldman Sachs Gambling on Social Impact Bonds
SPAM Goes GREEN
Shareholder Resolutions Flourish at JP Morgan Meeting
Goldman Sachs Loses Battle with Largest Public Union in U.S.
Shareholder Resolutions Break Records in 2011
How Shareholders are Battling Excessive Executive Compensation
Socially Responsible Investment Firm Divests Chesapeake Energy
TriplePundit brings solutions journalism to sustainability news, reporting the under-told stories of how business, environmental conservation and social good connect.
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