Experience

Makes all the difference

Gordon and his team view it as their responsibility to distill the financially complex into a clear and understandable investment strategy. Our mission is to decipher and articulate what best suits our clients and, over time, to deliver to them an appropriate investment management program. To do so, in collaboration with Washington Wealth Management he has a assembled a team to provide in depth financial analytics and superior client service. Please also refer to their website Washington Wealth Management.

Gordon Dale

Senior Vice President–Wealth Management

Financial Advisor

There has never been such a complicated array of investment choices.  With Gordon's 40 plus years of continuous investment management experience, he can distill the financially complex into a clear and understandable investment strategy and deliver to his clients an appropriate investment management program.  To do so, he has assembled a team to provide in depth financial analytics and superior client service.

Gordon has served on the boards of The Washington Ballet for 20 years, The Circumnavigators Club Foundation, of which he was President for 7 years, and other not-for-profit groups.  In addition to the arts and travel he enjoys playing hockey, tennis, skiing, scuba diving and hiking.

 

Experience to guide you forward

Senior Vice President, Senior Portfolio Manager, Wealth Management, UBS 2008-Present

Senior Vice President, Senior Portfolio Manager, Morgan Stanley, 2001-2008

Senior Vice President, Senior Portfolio Manager, Smith Barney, 1983-2001

Second Vice President,  Shearson American Express, 1979-1983

 

My professional achievements and education

Series 7, 31, 63, 66 securities licenses

M.B.A. Finance, Stern School, New York University - 1983

B.A., French Literature, Vassar College - 1974

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • ID
  • IL
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • VA
  • VI
  • WA
  • WI
  • WV

Education

  • New York University, M.B.A. Finance: 1983
  • Vassar College, B.A. French Literature: 1974

Credentials

  • Senior Portfolio Manager
1501 K Street North West
Suite 1100
Washington, DC 20005

Email Me