As Managing Director, Dale advises ultra high net worth individuals, alternative investment managers, family offices, and institutions with fixed income and equity investment strategies.
With nearly 30 years of experience in the capital markets, Dale’s expertise lies in risk-reward analysis as well as retirement, legacy, and philanthropic planning. Before joining NewEdge, he was a Managing Director and Senior Financial Consultant with Wells Fargo and an Equity Options Specialist on the Pacific Stock Exchange.
Dale is a former member of the Board of Directors at the Pacific Stock Exchange and is currently on the Finance Committee for the Monterey Museum of Art. He graduated from Saint Mary’s College of California with a degree in both Finance and Economics with an Honors Concentration.
Dale currently resides in Alamo, CA, with his wife. In his free time, he enjoys surfing and competitive CrossFit, ranking as high as 31st in global CrossFit rankings.
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