Portfolio Manager And Consultant
Independent Consulting
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Peter Dale Email & Phone Number
Portfolio Manager and Consultant
at
Independent Consulting
1 work email found
@credit-suisse.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Independent Consulting
Role
Portfolio Manager and Consultant
Location
New York, New York, United States
Who is Peter Dale? Overview
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Quick answer
Peter Dale is listed as Portfolio Manager and Consultant at Independent Consulting, based in New York, New York, United States. AeroLeads shows a work email signal at credit-suisse.com and a matched LinkedIn profile for Peter Dale.
Peter Dale previously worked as Portfolio Manager/Consultant at Independent Consulting and Portfolio Manager – Generalist at Omega Advisors. Peter Dale holds Bachelor'S Degree, Summa Cum Laude from The University Of Montana.
Company email context
Email format at Independent Consulting
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*@credit-suisse.com
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Profile bio
About Peter Dale
As an executive/leader with a blend of strategic insight, influential leadership, and relationship-building talents, I possess a 25-year track record of success increasing revenue and profit growth by generating strong returns both individually and within organizations. Throughout my career I have been recognized as a proven stock selector, idea generator, and money maker who has the vision and commitment to make business better and more effective.In addition, I’m a confident strategist with quantifiable achievements in growing hundreds of millions in assets. This includes identifying business opportunities and incorporating new ideas and/or best demonstrated practices. By combining my resolve, high integrity, and conviction I’m able to get the most out of every situation and deliver results.In summary, I’m regarded as a credible advisor, building strategic and collaborative relationships while identifying the right target market/institutions. This includes implementing high-impact game-changing strategies to consistently make money under pressure. By pairing my passion for my profession with my 25-year career, I’m able to quickly understand all issues that impact performance, including critical business considerations, economic factors, and financial analysis.Thanks for stopping by. If I can help or put you in touch with someone who can, just ask.
Listed skills include Hedge Funds, Buy Side, Sell Side, Portfolio Manager, and 12 others.
Current workplace
Peter Dale's current company
Company context helps verify the profile and gives searchers a useful next step.
Independent Consulting
10 roles · 45 years
Peter Dale work experience
A career timeline built from the work history available for this profile.
Portfolio Manager/Consultant
Current
Independent Consulting
Currently, I’m fully engaged in the markets, managing my own portfolio and capital. I also provide investment advisory services for 2 major alternative asset management funds.
2013 - Present
~13 yrs 4 mos
Portfolio Manager – Generalist
Omega Advisors
In this role, I helped grow the long/short hedge fund focusing on the US. This also included identifying long/short ideas and money-making strategies for the primary portfolio, while managing my own investment sleeve. I generated ideas from multiple industries: transportation, energy, industrial, financial, consumer, retail, media/entertainment, gaming/.
2009 - 2013
~4 yrs
Director – Us Institutional Markets
In this director-level role, I served as a commission-based, revenue-generator with direct accountability for several major hedge funds globally. This also involved driving sales of all the firm’s products, including prime services and global research with concentration on the US. Most notably, I tripled annual revenues over a 4-year period. In addition to.
2005 - 2009
~4 yrs
Founding Partner
Vantis Capital Management Llc
In 2001, I took on challenging key roles in marketing and stock selection for separately managed accounts of high-net-worth individuals and family offices. This included serving as a Registered Investment Advisor, board member, and, senior leader in our NY office.My contributions included helping to double assets under management. We also deployed client.
2001 - 2004
~3 yrs
General Partner/Managing Director
The Cypress Fund Llc
During this time, I managed money, collaborating with the Managing Partner on daily stock decisions for long/short US hedge fund. This included developing and leading a 5-member research team. Accordingly, I contributed to 150% growth in AUM, while generating 90% ROIC in 1999, 20% in 2000, and flat in 2001
1999 - 2001
~2 yrs
Managing Director | Management Committee Member
With this boutique investment bank, I directed all aspects of research, sales, and trading. This involved propelling smooth daily commission business with a sharp focus on technology, healthcare, and consumer industries.My influences included restructuring and rebuilding our entire institutional client business after company shake up.
1996 - 1999
~3 yrs
General Partner – Main Fund
Sage Capital
For 2 years, I managed hundreds of millions of dollars in an unleveraged convertible bond fund that generated solid returns. Then, I started up and managed a second fund, Sage Global Strategies, which also invested in international and US stocks. As a result, we generated mid-teen returns, and this was the linchpin to the ongoing success of the main fund.
1994 - 1996
~2 yrs
Executive Vice President/Coo – Us Equity
By restructuring the Equity Sales, Research, and Trading Divisions, we achieved record profits for the year and ranked as the #1 foreign-owned broker dealer in the US (Institutional Investor).
1992 - 1994
~2 yrs
Principal – Director Of Us Equity Research | Vp – Institutional Sales | Associate – Trading Desk
Morgan Stanley Group Inc.
Early in my career, I progressed through the ranks from an associate to an executive leadership role.
1981 - 1992
~11 yrs
1 education record
Peter Dale education
FAQ
Frequently asked questions about Peter Dale
Quick answers generated from the profile data available on this page.
What company does Peter Dale work for?
Peter Dale works for Independent Consulting.
What is Peter Dale's role at Independent Consulting?
Peter Dale is listed as Portfolio Manager and Consultant at Independent Consulting.
What is Peter Dale's email address?
AeroLeads has found 1 work email signal at @credit-suisse.com for Peter Dale at Independent Consulting.
Where is Peter Dale based?
Peter Dale is based in New York, New York, United States while working with Independent Consulting.
What companies has Peter Dale worked for?
Peter Dale has worked for Independent Consulting, Omega Advisors, Credit Suisse, Vantis Capital Management Llc, and The Cypress Fund Llc.
How can I contact Peter Dale?
You can use AeroLeads to view verified contact signals for Peter Dale at Independent Consulting, including work email, phone, and LinkedIn data when available.
What schools did Peter Dale attend?
Peter Dale holds Bachelor'S Degree, Summa Cum Laude from The University Of Montana.
What skills is Peter Dale known for?
Peter Dale is listed with skills including Hedge Funds, Buy Side, Sell Side, Portfolio Manager, Research, Equities, Managed Business Units, and Global Experience.
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