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Investment Specialists

Andrew DiZio, CFA®

Executive Director
Portfolio Manager

610.263.2731

Background

Andrew T. DiZio, CFA®, Executive Director, joined the Stratton Funds team of Stratton Management Company in 2012 and Sterling Capital Management as part of a business acquisition in 2015. He has investment experience since 2003. Andy is the co-portfolio manager of the Real Estate and Mid Cap Relative Value products and associate portfolio manager of the Small Cap Value product. Prior to joining Stratton, he was vice president at Janney Montgomery Scott where he served as a Real Estate Investment Trust sector analyst. Andy received his B.S. in Finance with a minor in Economics from Pennsylvania State University. He holds the Chartered Financial Analyst® designation and is a member of the CFA® Society of Philadelphia and the CFA® Institute. 

Area of Focus

  • Real Estate
  • Mid Cap Relative Value
  • Small Cap Value

Previous Experience

  • Stratton Management Company
  • Janney Montgomery Scott
  • Vanguard

Education

  • B.S. Pennsylvania State University

Affiliations & Professional Licenses

  • CFA Institute
  • CFA Society Philadelphia
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