We found the following information about Dylan Brix at The Boston Family Office, where Dylan Brix has worked as a Portfolio Manager since 2020. Dylan's total work experience is over ten years, during which time this person had at least five jobs at different places to develop skills. Dylan studied at the Bowdoin College from 2003 to 2007. This person has the certification in Cfa Currently, Dylan Brix is located in Boston, Massachusetts. You can contact with Dylan by looking for phone or email address or find further info by requesting access to the professional's further details from us.
Name variants:
Dillon Brix
Last updated May 07, 2024
Contact Information
Workplace
Colleagues
Work History
Portfolio Manager
121 High St, Boston, MA 02129
from Jun 2017
Manager, Strategic Finance
311 Arsenal St, Watertown, MA 02472
Drove strategic growth decision-making for sales, account management and onboarding. Conducted performance analysis, synthesized data, projected revenues and expenses. Developed resource all...
Feb 1, 2016 — Jun 2017
Equity Analyst
230 Congress Street Brg, Boston, MA 02210
Performed equity analysis for a long-only, high-quality, large cap growth composite portfolio. Investment strategy geared toward trust clients with long time horizons. Recommended trading de...
Apr 2014 — Jan 2016
Vice President
Greenwich, CT
Investment consulting role. Specialized in alternatives marketing and due diligence for funds of hedge funds, private equity, separately managed accounts, and long-only mutual funds.
Dec 2007 — Apr 2014
Education
2003 — 2007
Occupations
Financial Broker
Portfolio Manager
Accountant
Finance and Accounting Specialist
Investment Analyst
Financial Analyst
Accounting Bookkeeper
Bookkeeper
Skills
Equities
Hedge Funds
Due Diligence
Valuation
Investments
Financial Modeling
Mutual Funds
Investment Management
Socially Responsible Investing
Analysis
Capital Markets
Portfolio Management
Sustainability
Finance
Strategy
Financial Analysis
Research
Private Equity
Environmental Awareness
Funding
FAQs about Dylan Brix
What is the profession of Dylan Brix?
This professional's job is Portfolio Manager
What are the main profession of The professional?
These person's professions are Financial Broker and Portfolio Manager
Where does Dylan Brix live?
Boston, Massachusetts is the place where Dylan Brix lives
Does the expert have the email address?
dy**@gmail.com is Dylan's email address.
How many companies did Dylan Brix work at?
Dylan Brix worked at five jobs.
Where has Dylan Brix studied?
Dylan studied at the Bowdoin College from 2003 to 2007.
What are the certifications of Dylan Brix?
Dylan received the following certifications: Cfa.
What is professional industry that Dylan Brix worked in?
This professional works in Financial Services industry.