John Van Dalsem

John Van Dalsem is an Associate at Signature Estate & Investment Advisors, LLC (SEIA), based in Newport Beach, CA, where he plays a key role in client portfolio management and financial planning. At SEIA, he supports the advisory team by assisting with investment research, portfolio customization, and the implementation of tailored strategies for affluent individuals and families. He has particular expertise in data-driven analysis and portfolio monitoring, contributing to the firm's holistic approach to wealth management and risk mitigation.

Van Dalsem's work focuses on diversified asset allocation strategies, including the incorporation of multiple asset classes such as equities, fixed income, and alternative investments, as well as ESG and values-based investing. He is involved in the management of customized portfolios within SEIA's core-satellite and model portfolio platforms, serving high-net-worth clients with complex financial needs.

Before joining SEIA in 2022, Van Dalsem was a Data Specialist at Canon Medical Systems Corporation and served as a Programming and Data Analysis Tutor at the University of Michigan. He holds a Bachelor's Degree in Information Analysis from the University of Michigan, where he developed a strong foundation in quantitative methods, research, and client-focused advisory services.