The Art Of Long-Term Investing With Dale Brown Chairman Of A $1.7 Billion Firm
40 Minuten
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vor 5 Jahren
My guest today is Dale Brown, Chairman of the Board, at Salem
Investment Counselors with $1.7B AUM. Dale shares a lot of
fantastic wisdom in this episode and speaks to the importance of
investing for the right reasons. Salem was just ranked the
#1 FA in the country by CNBC.
Dale is a graduate of the University of North Carolina School of
Business and School of Law where he was a member of Phi Beta
Kappa and the Order of the Coif. He became a Certified Public
Accountant in 1981 and a member of the North Carolina State Bar
in 1979. He worked for Deloitte, Haskins and Sells from September
1979 to December 1987 where he was a designated specialist in
qualified retirement plans and estate planning. In January, 1988,
Dale joined Salem where he specializes in fixed income securities
and portfolio management. He earned the Chartered Financial
Analyst designation in 1990 and served as President of Salem for
16 years until 2017. He has also served on the Board of
Trustees of Wake Forest University Baptist Hospital in
Winston-Salem.
Website: https://saleminvestment.com/
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