Brad F. Dalton, CFA

Brad Dalton is a Senior Portfolio Manager at Eton Advisors, where he designs and oversees investment portfolios for multi-generational families, foundations, and endowments. His approach centers on building resilient, diversified portfolios through disciplined manager selection and a long-term perspective, helping clients navigate complex market environments with clarity and confidence.

He serves on Eton’s Investment Committee, playing a key role in evaluating and selecting investment strategies across asset classes. His work helps ensure portfolios are constructed with a consistent, repeatable process focused on risk management, stability, and long-term performance.

With more than 20 years of experience in the investment industry, Brad holds the Chartered Financial Analyst (CFA) designation and is a former President of the CFA Society North Carolina. This experience gives him a seasoned perspective on market cycles and reinforces his commitment to disciplined decision-making and professional excellence.

Brad is actively involved in his community, supporting organizations such as Leesville School and the Carolina Dance Foundation, along with volunteer work through his church focused on outreach and family support.

Outside of work, he enjoys traveling with his family and reading, with particular interests in history, health and wellness, and biography.