Jonathan S. Dale, CFP®, ChFC

Director, Head of Product Solutions

Mr. Dale joined Westwood in 2015 and is responsible for Intermediary National Account relationships for Westwood Mutual Funds and Managed Accounts. He serves a key role in expanding the highly regarded institutional investment brand at Westwood and an array of strategies with the premier wealth management broker-dealers, RIA platforms, turnkey asset management providers, retirement plan service providers and consultants engaged by these firms.
Prior to joining Westwood, Mr. Dale spent 15 years with the SEI Investment Manager Services Division. Most recently, he served as a distribution director, responsible for assisting numerous investment management firms in creating, promoting and negotiating their mutual funds and ETFs to the key decision makers of major financial intermediaries.
Mr. Dale received his BSBA in business management from West Virginia University. He is a Certified Financial Planner, Chartered Financial Consultant and Registered Securities Representative (FINRA Series 7 and 63).