Dale Wannen is a Portfolio Manager at Harrington Investments and specializes in ESG investment strategies, securities analysis, and shareholder advocacy. He has over 15 years experience in wealth management and financial services.
Dale is a member of the investment committee and currently holds the Series 65 FINRA licenses. He has also held the Series 7, Series 63, and Series 66 FINRA licenses, and the California Life and Health Insurance Certification.
Prior to joining Harrington Investments, Dale was a financial advisor with UBS Wealth Management Services in San Francisco.
Dale is currently an MBA student in Sustainable Management at Presidio Graduate School in San Francisco. He earned a B.A. in Economics from Rowan University and currently sits as Treasurer and Board Member for the non-profit San Francisco Bay Bird Observatory (SFBBO) and is a member of the Petaluma Pedestrian and Bicycle Advisory Committee (PBAC). He also is President of the Presidio Social Venture Finance Club and is a writer for Triple Pundit.