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Andrea Dalton, CFA

Portfolio Manager

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 gender lens equity strategy that combined sustainability and traditional analysis, and considered internal and external impacts. Previously, as a Portfolio Manager with Friess Associates, manager of the Brandywine Funds, she led a team of equity analysts performing in-depth research for the management of several GARP and dividend strategies. During her 17-year tenure, Andrea increasingly considered gender and sustainability factors in her fundamental analysis with positive results. Earlier in her career, her skills were sharpened at several firms, including Palisade Capital, Cathay Financial, and Gabelli & Company.

Believing in the importance of ethics and professionalism in finance, Andrea has been active in local CFA Societies over the years. Most recently she served as Advocacy Chair on the Board of CFA Society Stamford. In that and other roles, Andrea regularly organized and ran events to promote women in finance and to explore other educational topics, like sustainable investing, for CFA Institute members and the local community.

Andrea earned a Master of International Affairs from the Columbia School of International & Public Affairs and an MBA from Columbia Business School, both with an international business & finance concentration. Andrea also graduated cum laude from Vassar College with a BA in Asian Studies. She is CFA charterholder and holds the Fundamentals of Sustainability Accounting (FSA) Credential of the Sustainability Accounting Standards Board (SASB), now part of the IFRS foundation.

In her free time Andrea loves to spend time outside and playing tennis with her wonderful family and dog (who does not play tennis).

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