Dale provides private equity and impact investing manager diligence and oversight for IOR clients.
Dale joins IOR having most recently served as Managing Director, Private Equity, and Chair of the Investment Strategy Committee of Ascension Investment Management (AIM). In her capacity with AIM, Dale actively managed AIM’s large private equity program. She has significant fund selection expertise, a wide knowledge of private equity GP’s and deep experience serving on LPAC’s on behalf of AIM. At AIM, Dale also chaired the AIM Investment Strategy Committee which was responsible for approving investments across all asset classes. She led the deployment of $100 million for Ascension’s Impact Investment Strategy. Ascension is one of the largest non-profit Catholic hospital system in the U.S. with over $40 billion in assets under management.
Prior to joining in Ascension in 2010, Dale served as CIO for the West Virginia University Foundation where she expanded and led the alternative investment portfolio. Dale previously spent time as an investment banker in New York and London, serving as Managing Director – Private Placements for ABN-AMRO and Natwest Markets and in senior roles with S.G. Warburg & Co., Inc. and Prudential-Bache Securities Inc.
Dale earned an MBA from Pace University and a BA from Boston College. She currently serves on the Advisory Committee of Cardinal Capital Group’s Private Equity Fund and the Advisory Board of Arden Real Estate Partners III.