Nils Dillon
Directeur van Onderzoek - Eigen Vermogen bij Pegasus Partners Ltd.
Profiel
Mr. Nils J.
Dillon is a Director of Research at Pegasus Partners Ltd.
His responsibilities at Pegasus include managing the investment team and prioritizing research activities, overseeing the development of the investment platform for major asset classes, and performing in-depth manager due diligence, covering ETFs, mutual funds, separately managed accounts, and private alternative investments.
Prior to Pegasus Partners, he was the Director of Consulting at Heck Capital Advisors where he serviced corporate, retirement plan and foundation/endowment clients, served as portfolio manager for various asset allocation strategies and led research that supported institutional/individual clients.
Mr. Dillon graduated from the University of Wisconsin Eau-Claire with a double major in Economics and Finance and holds the Certificate in Investment Performance Measurement designation.
Actieve functies van Nils Dillon
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Pegasus Partners Ltd.
Pegasus Partners Ltd. Investment ManagersFinance Pegasus Partners Ltd. is a privately held, SEC-registered investment advisor and wealth management firm headquartered in Mequon, Wisconsin. The firm was founded by Todd Krieg, Matthew D’Attilio and Bill Wernecke in 2015. Pegasus Partners provides comprehensive wealth management services to individuals, families, trusts, foundations & endowments. | Directeur van Onderzoek - Eigen Vermogen | 01-03-2023 |
Eerdere bekende functies van Nils Dillon
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Heck Capital Advisors LLC
Heck Capital Advisors LLC Investment ManagersFinance Heck Capital Advisors LLC (Heck Capital) is an independent, SEC-registered investment advisor headquartered in Rhinelander, Wisconsin. The firm was founded by Robert G. Heck in 2007. Heck Capital provides discretionary and non-discretionary institutional investment services for corporations as well as portfolio management and financial guidance for retirement plans, foundations/endowments, high-net worth individuals and trusts. | Analyst-Equity | 01-03-2023 |
Opleiding van Nils Dillon
University of Wisconsin | Undergraduate Degree |
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Bedrijven in privébezit | 2 |
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Heck Capital Advisors LLC
Heck Capital Advisors LLC Investment ManagersFinance Heck Capital Advisors LLC (Heck Capital) is an independent, SEC-registered investment advisor headquartered in Rhinelander, Wisconsin. The firm was founded by Robert G. Heck in 2007. Heck Capital provides discretionary and non-discretionary institutional investment services for corporations as well as portfolio management and financial guidance for retirement plans, foundations/endowments, high-net worth individuals and trusts. | Finance |
Pegasus Partners Ltd.
Pegasus Partners Ltd. Investment ManagersFinance Pegasus Partners Ltd. is a privately held, SEC-registered investment advisor and wealth management firm headquartered in Mequon, Wisconsin. The firm was founded by Todd Krieg, Matthew D’Attilio and Bill Wernecke in 2015. Pegasus Partners provides comprehensive wealth management services to individuals, families, trusts, foundations & endowments. | Finance |