Dalton Nix

Dalton Nix is a Portfolio Manager at Leavell Investment Management, Inc., based in Mobile, Alabama. In this role, he is responsible for portfolio evaluation, construction, and ongoing monitoring, working with both individual and institutional clients to develop customized investment strategies. As a Certified Investment Management Analyst (CIMA®), he applies advanced portfolio theory and risk management techniques in his practice.

Dalton specializes in a wide array of asset classes, including global equities, fixed income, and alternative investments, reflecting the comprehensive offerings of Leavell Investment Management. He leverages his experience to serve clients such as individuals, families, businesses, and nonprofit organizations, aligning investment objectives and risk profiles with optimal portfolio solutions.

Prior to his current position, Dalton served as Director of Account Management and as an Associate Investment Counselor at Leavell Investment Management. He began his career at a boutique investment bank and operational advisory firm in Atlanta, focusing on M&A advisory for privately held businesses. Dalton graduated cum laude with a B.S. in Finance and a minor in Economics from the University of Alabama and earned his MBA in Finance from the University of Alabama’s Manderson Graduate School of Business.