Dale Wannen
Dale is the founder and advisor of Sustainvest Asset Management LLC. He has over 20 years experience in wealth management and financial services with a distinct commitment to sustainable investing for 15 of those years. Prior to Sustainvest, Dale was a portfolio manager specializing in ESG investment strategies and shareholder advocacy.
After growing up in southern New Jersey, Dale decided to head west in 2002 and now makes the bay area his home. He has an MBA in Sustainable Management from Presidio Graduate School in San Francisco and a B.A. in Economics from Rowan University and currently is a volunteer with Mentor Me Petaluma and the founder of Green Drinks Petaluma. In addition to his board role at CFSC, Dale also currently sits as a Board of Director of non-profit Stewards of the Coast and Redwoods.
$1.3 million in Grants made through CFSC’s Julia L. Grant Basic Human Needs Grant Program
The Julia L. Grant Fund for Basic Human Needs program addresses the pressing challenge of meeting the basic needs of individuals and families in Sonoma County. This year, the Basic Human Needs program supported 50 organizations with over $1.3 million in grants, supporting a critical safety net of organizations throughout…
