Dylan Brix Email & Phone Number
Partner and Fiduciary Advisor @ The Boston Family Office
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Dylan Brix Location
- Boston, MA, US
Dylan Brix Work
- Partner and Fiduciary Advisor @ (September 2020 - Present)
- Portfolio Manager @ (June 2017 - September 2020)
- Financial Planning and Analysis Manager @ (February 2016 - June 2017)
- Equity Analyst with The Sustainability Group @ (April 2014 - January 2016)
- Vice President @ (December 2007 - April 2014)
Dylan Brix Education
- Bowdoin College
Bachelor of Arts - BA
2003-2007 - The Hotchkiss School 2003
Dylan Brix Skills
- Analysis
- Capital Markets
- Due Diligence
- Environmental Awareness
- Equities
- Finance
- Financial Analysis
- Financial Modeling
- Funding
- Hedge Funds
- Investment Management
- Investments
- Mutual Funds
- Portfolio Management
- Private Equity
- Research
- Socially Responsible Investing
- Strategy
- Sustainability
- Valuation
- Strategic Planning
- Marketing
- Customer Service
Dylan Brix Summary
- Dylan Brix, based in Boston, MA, US, is currently a Partner and Fiduciary Advisor at The Boston Family Office. Dylan Brix brings experience from previous roles at Reynders, McVeigh Capital Management, LLC., athenahealth, Loring, Wolcott & Coolidge Trust, LLC and Algonquin Advisors. Dylan Brix holds a 2003 - 2007 Bachelor of Arts - BA @ Bowdoin College. With a robust skill set that includes Analysis, Capital Markets, Due Diligence, Environmental Awareness, Equities and more. Dylan Brix has 2 emails and 1 mobile phone numbers on RocketReach.
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