Andrea Jean Dalton Lee
Portfolio Manager-Aktien bei Nia Impact Advisors LLC
Profil
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.
Aktive Positionen von Andrea Jean Dalton Lee
| Unternehmen | Position | Beginn |
|---|---|---|
Nia Impact Advisors LLC
 Nia Impact Advisors LLC Investment ManagersFinance Nia Impact Advisors LLC, dba Nia Impact Capital (Nia), is an independent, SEC-registered investment adviser and wealth management firm headquartered in Oakland, California. The firm was founded by Kristin Hull in 2017. Nia provides investment advisory services to numerous clients. | Portfolio Manager-Aktien | 01.02.2022 |
Ehemalige bekannte Positionen von Andrea Jean Dalton Lee
| Unternehmen | Position | Ende |
|---|---|---|
G.research LLC
 G.research LLC Investment Banks/BrokersFinance G.research (formerly known as Gabelli & Co., Inc.) is a registered institutional research and brokerage firm headquartered in Rye, New York and was founded in 1976. The firm is a subsidiary of Gabelli Securities, Inc. and their ultimate parent is GAMCO Investors, Inc. (NYSE: GBL). G.research has an emphasis on small and mid-cap ideas. Their core competencies include aerospace and defense, automotive aftermarket, food and beverage, gaming and lodging, industrials, media, specialty chemicals, telecom and utilities. They publish daily research notes and full reports utilizing their proprietary Private Market Value (PMV) with a Catalyst methodology. | Corporate Officer/Principal | - |
Palisade Capital Management LP
 Palisade Capital Management LP Investment ManagersFinance Palisade Capital Management LLC (Palisade) is a SEC-registered investment advisor headquartered in Fort Lee, New Jersey. The firm was founded in 1995 by Martin L. Berman, Steven E. Berman, and Jack Feiler. They are a subsidiary of Palisade Capital Holdings LP. Palisade offers specialized investment solutions that seek to deliver attractive results to corporations, public plans, financial institutions, family offices, and individuals. | Corporate Officer/Principal | - |
Friess Associates LLC
 Friess Associates LLC Investment ManagersFinance Friess Associates LLC is an independent, SEC-registered investment advisor headquartered in Greenville, Delaware. The firm was founded by Foster Friess in 1974. They provide portfolio management services to charitable/religious organizations, high net-worth individuals, retirement plans, investment companies, private investment funds and other private institutions. | Analyst-Equity | - |
Ausbildung von Andrea Jean Dalton Lee
| The Trustees of Columbia University in The City of New York | Graduate Degree |
| Vassar College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Palisade Capital Management LP
Palisade Capital Management LP Investment ManagersFinance Palisade Capital Management LLC (Palisade) is a SEC-registered investment advisor headquartered in Fort Lee, New Jersey. The firm was founded in 1995 by Martin L. Berman, Steven E. Berman, and Jack Feiler. They are a subsidiary of Palisade Capital Holdings LP. Palisade offers specialized investment solutions that seek to deliver attractive results to corporations, public plans, financial institutions, family offices, and individuals. | Finance |
Friess Associates LLC
Friess Associates LLC Investment ManagersFinance Friess Associates LLC is an independent, SEC-registered investment advisor headquartered in Greenville, Delaware. The firm was founded by Foster Friess in 1974. They provide portfolio management services to charitable/religious organizations, high net-worth individuals, retirement plans, investment companies, private investment funds and other private institutions. | Finance |
G.research LLC
G.research LLC Investment Banks/BrokersFinance G.research (formerly known as Gabelli & Co., Inc.) is a registered institutional research and brokerage firm headquartered in Rye, New York and was founded in 1976. The firm is a subsidiary of Gabelli Securities, Inc. and their ultimate parent is GAMCO Investors, Inc. (NYSE: GBL). G.research has an emphasis on small and mid-cap ideas. Their core competencies include aerospace and defense, automotive aftermarket, food and beverage, gaming and lodging, industrials, media, specialty chemicals, telecom and utilities. They publish daily research notes and full reports utilizing their proprietary Private Market Value (PMV) with a Catalyst methodology. | Finance |
Nia Impact Advisors LLC
Nia Impact Advisors LLC Investment ManagersFinance Nia Impact Advisors LLC, dba Nia Impact Capital (Nia), is an independent, SEC-registered investment adviser and wealth management firm headquartered in Oakland, California. The firm was founded by Kristin Hull in 2017. Nia provides investment advisory services to numerous clients. | Finance |
