Andrea Dalton, CFA
Andrea joined Nia 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, Andrea 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.
Active in local CFA Societies, most recently Andrea served as Advocacy Chair on the Board of CFA Society Stamford. In that role she regularly organized and ran events to promote women in finance, sustainable investing, and other compelling topics for CFA members and the local community.
Andrea 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.
In her free time Andrea loves to get outside with her wonderful family and dog.