Andrea Jean Dalton Lee

Andrea Jean Dalton Lee

Gestor de Cartera-Acciones en Nia Impact Advisors LLC .

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Perfil

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.

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Gestor de Cartera-Acciones 01/02/2022
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Formación de Andrea Jean Dalton Lee.

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

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