Andrea Jean Dalton Lee
Portfolio Manager-Equities at Nia Impact Advisors LLC
Andrea Jean Dalton Lee active positions
Companies | Position | Start | End |
---|---|---|---|
Nia Impact Advisors LLC
Nia Impact Advisors LLC Investment ManagersFinance Nia Impact Advisors LLC, dba Nia Impact Capital (Nia), is an independent, SEC-registered investment adviser and wealth management firm headquartered in Oakland, California. The firm was founded by Kristin Hull in 2017. Nia provides investment advisory services to numerous clients. | Portfolio Manager-Equities | 2022-01-31 | - |
Career history of Andrea Jean Dalton Lee
Former positions of Andrea Jean Dalton Lee
Companies | Position | Start | End |
---|---|---|---|
G.research LLC
G.research LLC Investment Banks/BrokersFinance G.research (formerly known as Gabelli & Co., Inc.) is a registered institutional research and brokerage firm headquartered in Rye, New York and was founded in 1976. The firm is a subsidiary of Gabelli Securities, Inc. and their ultimate parent is GAMCO Investors, Inc. (NYSE: GBL). G.research has an emphasis on small and mid-cap ideas. Their core competencies include aerospace and defense, automotive aftermarket, food and beverage, gaming and lodging, industrials, media, specialty chemicals, telecom and utilities. They publish daily research notes and full reports utilizing their proprietary Private Market Value (PMV) with a Catalyst methodology. | Corporate Officer/Principal | - | - |
Palisade Capital Management LP
Palisade Capital Management LP Investment ManagersFinance Palisade Capital Management LLC (Palisade) is a SEC-registered investment advisor headquartered in Fort Lee, New Jersey. The firm was founded in 1995 by Martin L. Berman, Steven E. Berman, and Jack Feiler. They are a subsidiary of Palisade Capital Holdings LP. Palisade offers specialized investment solutions that seek to deliver attractive results to corporations, public plans, financial institutions, family offices, and individuals. | Corporate Officer/Principal | - | - |
Friess Associates LLC
Friess Associates LLC Investment ManagersFinance Friess Associates LLC is an independent, SEC-registered investment advisor headquartered in Greenville, Delaware. The firm was founded by Foster Friess in 1974. They provide portfolio management services to charitable/religious organizations, high net-worth individuals, retirement plans, investment companies, private investment funds and other private institutions. | Analyst-Equity | 2000-05-31 | - |
Training of Andrea Jean Dalton Lee
Vassar College | Undergraduate Degree |
The Trustees of Columbia University in The City of New York | Graduate Degree |
Statistics
International
United States | 7 |
Operational
Corporate Officer/Principal | 2 |
Analyst-Equity | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
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Friess Associates LLC
Friess Associates LLC Investment ManagersFinance Friess Associates LLC is an independent, SEC-registered investment advisor headquartered in Greenville, Delaware. The firm was founded by Foster Friess in 1974. They provide portfolio management services to charitable/religious organizations, high net-worth individuals, retirement plans, investment companies, private investment funds and other private institutions. | Finance |
G.research LLC
G.research LLC Investment Banks/BrokersFinance G.research (formerly known as Gabelli & Co., Inc.) is a registered institutional research and brokerage firm headquartered in Rye, New York and was founded in 1976. The firm is a subsidiary of Gabelli Securities, Inc. and their ultimate parent is GAMCO Investors, Inc. (NYSE: GBL). G.research has an emphasis on small and mid-cap ideas. Their core competencies include aerospace and defense, automotive aftermarket, food and beverage, gaming and lodging, industrials, media, specialty chemicals, telecom and utilities. They publish daily research notes and full reports utilizing their proprietary Private Market Value (PMV) with a Catalyst methodology. | Finance |
Palisade Capital Management LP
Palisade Capital Management LP Investment ManagersFinance Palisade Capital Management LLC (Palisade) is a SEC-registered investment advisor headquartered in Fort Lee, New Jersey. The firm was founded in 1995 by Martin L. Berman, Steven E. Berman, and Jack Feiler. They are a subsidiary of Palisade Capital Holdings LP. Palisade offers specialized investment solutions that seek to deliver attractive results to corporations, public plans, financial institutions, family offices, and individuals. | Finance |
Nia Impact Advisors LLC
Nia Impact Advisors LLC Investment ManagersFinance Nia Impact Advisors LLC, dba Nia Impact Capital (Nia), is an independent, SEC-registered investment adviser and wealth management firm headquartered in Oakland, California. The firm was founded by Kristin Hull in 2017. Nia provides investment advisory services to numerous clients. | Finance |