DALTON BOATRIGHT CFA®

Family Partner & Portfolio Manager

As Family Partner & Portfolio Manager, Dalton coordinates with Legacy’s Investment Team and assists in all daily trading activity. In this role, he is responsible for initial strategy implementation and continued monitoring of portfolios under Legacy’s management. Dalton is a Chartered Financial Analyst (CFA), and is a member of Legacy Trust’s Investment Committee.

Prior to joining Legacy Trust, Dalton served as a junior partner and advisor at Lighthouse Financial Advisors based in St. Simons Island, Georgia, where he designed and implemented holistic financial plans for his clients. Additionally, Dalton served as Portfolio Management Associate at Paragon Wealth Strategies in Jacksonville, Florida. 

Dalton graduated from the University of Georgia with a B.B.A in Finance with a focus on investment management and organizational leadership. Dalton enjoys an active coastal lifestyle and spending free-time with his wife, Mary, and baby girl, Emerson. He is an avid college football fan and is passionate about his Georgia Bulldogs.