Profil
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
Aktive Positionen von Brendon Dashiell
| Unternehmen | Position | Beginn |
|---|---|---|
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 |
Ausbildung von Brendon Dashiell
| Virginia Polytechnic Institute & State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
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Unternehmensverbindungen
| Private Unternehmen | 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 |
