Patrick Dalton, Cfa
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Patrick Dalton, Cfa Email & Phone Number

President at Lipe & Dalton at Lipe & Dalton
Location: Syracuse, New York, United States 3 work roles 3 schools
1 work email found @ligadoscomunicacao.com.br LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@ligadoscomunicacao.com.br
LinkedIn Profile matched
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Current company
Lipe & Dalton
Role
President at Lipe & Dalton
Location
Syracuse, New York, United States
Company size
4 employees

Who is Patrick Dalton, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Patrick Dalton, Cfa is listed as President at Lipe & Dalton at Lipe & Dalton, a company with 4 employees, based in Syracuse, New York, United States. AeroLeads shows a work email signal at ligadoscomunicacao.com.br and a matched LinkedIn profile for Patrick Dalton, Cfa.

Patrick Dalton, Cfa previously worked as President at Lipe & Dalton and Portfolio Manager at Jwb & Co.. Patrick Dalton, Cfa holds Cfa, Chartered Financial Analyst from Cfa Institute.

Company email context

Email format at Lipe & Dalton

This section adds company-level context without repeating Patrick Dalton, Cfa's masked contact details.

{first}@ligadoscomunicacao.com.br
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AeroLeads found 1 current-domain work email signal for Patrick Dalton, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Patrick Dalton, Cfa

Co-founder of Lipe & Dalton investment counsel, specializing in separately managed portfolios. Direct interaction with all client accounts from asset allocation to individual stock and bond selection. Chartered Financial Analyst (CFA).Specialties: Separately managed portfolios for high net worth individuals and institutions

Listed skills include Portfolio Management, Investments, Retirement Planning, Strategic Planning, and 4 others.

Current workplace

Patrick Dalton, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Lipe & Dalton
Lipe & Dalton
President at Lipe & Dalton
Website
ligadoscomunicacao.com.br
Employees
4
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Company profile
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3 roles · 35 years

Patrick Dalton, Cfa work experience

A career timeline built from the work history available for this profile.

President

Current
Lipe & Dalton

Portfolio management, research, marketing, operations, etc.

Nov 2004 - Present

Portfolio Manager

Jwb & Co.

Research, Portfolio Managment, and Client Service

1995 - 2004 ~9 yrs

Market Research Analyst

Eric Mower And Associates

Developed Strategic Marketing Plans and Tracked Performance

1991 - 1995 ~4 yrs
Team & coworkers

Colleagues at Lipe & Dalton

Other employees you can reach at ligadoscomunicacao.com.br. View company contacts for 4 employees →

RR Ruan Reynolds Ruan Reynolds Colleague at Lipe & Dalton Houston, Texas, United States, United States View → CR Casilda Ruiz Pena Casilda Ruiz Pena Colleague at Lipe & Dalton Madrid, Community Of Madrid, Spain, Spain View → YX Yuran Xia Yuran Xia Colleague at Lipe & Dalton Rochester, New York, United States, United States View → RJ Ridhima Jaiswal Ridhima Jaiswal Colleague at Lipe & Dalton Philadelphia, Pennsylvania, United States, United States View → ML Moyang Li Moyang Li Colleague at Lipe & Dalton Rochester, New York, United States, United States View → YL Yilun(Cindy) Lei Yilun(Cindy) Lei Colleague at Lipe & Dalton Mountain View, California, United States, United States View → YG Yiran Gao Yiran Gao Colleague at Lipe & Dalton Rochester, New York, United States, United States View →
3 education records

Patrick Dalton, Cfa education

Cfa, Chartered Financial Analyst

Cfa Institute
FAQ

Frequently asked questions about Patrick Dalton, Cfa

Quick answers generated from the profile data available on this page.

What company does Patrick Dalton, Cfa work for?

Patrick Dalton, Cfa works for Lipe & Dalton.

What is Patrick Dalton, Cfa's role at Lipe & Dalton?

Patrick Dalton, Cfa is listed as President at Lipe & Dalton at Lipe & Dalton.

What is Patrick Dalton, Cfa's email address?

AeroLeads has found 1 work email signal at @ligadoscomunicacao.com.br for Patrick Dalton, Cfa at Lipe & Dalton.

Where is Patrick Dalton, Cfa based?

Patrick Dalton, Cfa is based in Syracuse, New York, United States while working with Lipe & Dalton.

What companies has Patrick Dalton, Cfa worked for?

Patrick Dalton, Cfa has worked for Lipe & Dalton, Jwb & Co., and Eric Mower And Associates.

Who are Patrick Dalton, Cfa's colleagues at Lipe & Dalton?

Patrick Dalton, Cfa's colleagues at Lipe & Dalton include Ruan Reynolds, Casilda Ruiz Pena, Yuran Xia, Ridhima Jaiswal, and Moyang Li.

How can I contact Patrick Dalton, Cfa?

You can use AeroLeads to view verified contact signals for Patrick Dalton, Cfa at Lipe & Dalton, including work email, phone, and LinkedIn data when available.

What schools did Patrick Dalton, Cfa attend?

Patrick Dalton, Cfa holds Cfa, Chartered Financial Analyst from Cfa Institute.

What skills is Patrick Dalton, Cfa known for?

Patrick Dalton, Cfa is listed with skills including Portfolio Management, Investments, Retirement Planning, Strategic Planning, Endowments, Foundations, Ira'S, and Business Transitions.

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