T. Dale

Mr. Dale is a shareholder and principal with Ballew Wealth Management.  Since joining the firm in 1995, his primary duties include providing outsourced fiduciary services to the firm’s qualified plan clients and investment management services to the firm’s high net worth individuals.

In 2013, T. co-founded and co-managed Consilium Capital, LP, a global macro private fund for accredited investors. The fund’s Growth, Inflation, and Policy (GIP) focused investment management strategy is now offered as a Separately Managed Account (SMA) advisory service to qualified clients.

T. graduated from the University of Mississippi in 1994 with a Business degree followed by earning his MBA from the Else School of Management at Millsaps College in 1995.

T. is noteworthy for his global macro research and has been quoted and interviewed by both national and international media outlets.  In his macro analysis, he documented the late 90’s U.S. technology bubble and the mid-2000’s real estate bubble that led to the insolvency of most Wall Street firms by 2008.  More recently, his analysis has suggested that ongoing debt monetization by global central banks will eventually lead to a currency adjustment process. His ongoing research helps to serve as a guardrail for developing an appropriate asset allocation for his client’s investment management needs.

He and his wife, Hayes, are natives of Jackson, have three children, and are members of the First Presbyterian Church.  In his spare time, T. enjoys reading and studying financial market history, travel, as well as the culinary arts.