Dalton joined the Leavell team in 2016. He previously worked for an Atlanta-based boutique investment bank and operational advisory firm that helped privately held businesses navigate merger and acquisition transactions. Dalton holds the Certified Investment Management Analyst® certification, administered by Investments & Wealth Institute® and taught in conjunction with the Yale School of Management. He graduated cum laude with a degree in finance and a minor in economics in 2007, and later earned his MBA in 2011, both from The University of Alabama. Dalton is an avid outdoorsman and enjoys spending time with his family.