Profiel
Mr. Brendon D.
Dashiell, CFA, is a Senior Portfolio Analyst at Bogart Wealth LLC.
He as over 9 years of experience in various investment management related roles.
Prior to joining Bogart Wealth, Mr. Dashiell worked as a Fixed Income Trader and Assistant Portfolio Manager at an institutional investment management firm and as an Investment Consultant specializing in portfolio construction at Wells Fargo before that.
A Baltimore area native, he graduated from Virginia Tech with a Finance degree and a concentration in Financial Planning.
He also holds a Chartered Financial Analyst (CFA) designation
Actieve functies van Brendon Dashiell
| Bedrijven | Functie | Begin |
|---|---|---|
Bogart Wealth LLC
 Bogart Wealth LLC Investment ManagersFinance Bogart Wealth LLC is an independent, SEC-registered investment advisor headquartered in McLean, Virginia. Founded in 2016, the firm offers a variety of advisory services to individuals, trusts, estates, and charitable organizations. | Analyst-Equity | 01-07-2023 |
Opleiding van Brendon Dashiell
| Virginia Polytechnic Institute & State University | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Bogart Wealth LLC
Bogart Wealth LLC Investment ManagersFinance Bogart Wealth LLC is an independent, SEC-registered investment advisor headquartered in McLean, Virginia. Founded in 2016, the firm offers a variety of advisory services to individuals, trusts, estates, and charitable organizations. | Finance |
