Deep Enrich
Dylan Brix, CFA
Vice President
1000 followers
Boston, Massachusetts, United States
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About me
Advisor with The Boston Family Office | Private Wealth Management
Education
The Hotchkiss School
-
Bowdoin College
2003 - 2007Bachelor of Arts - BA
Experience
Algonquin Advisors
Dec 2007 - Apr 2014Vice PresidentInvestment consulting for families' multi-generational assets.
Loring, Wolcott & Coolidge Trust, LLC
Apr 2014 - Jan 2016Equity Analyst with The Sustainability GroupTraditional trust services. Institutionalization of environmental, social, and governance values.
Athenahealth
Feb 2016 - Jun 2017Financial Planning and Analysis ManagerStrategic resource allocation for sales growth.
Reynders, McVeigh Capital Management, LLC.
Jun 2017 - Sept 2020Portfolio ManagerInvestment management and financial planning, integrating sustainability.
The Boston Family Office
Sept 2020 - nowPortfolio ManagerHelping families meet their goals for their investments, estates, and legacies.
Licenses & Certifications
- View certificate
Advanced Certificate in Blockchain and Digital Assets
Digital Assets Council of Financial ProfessionalsJun 2023
- View certificate
CFA Institute Charterholder
CFA InstituteAug 2012
Volunteer Experience
Member & Volunteer
Issued by Lions Clubs International
Associated with Dylan Brix, CFATutor
Issued by Minds MatterAssociated with Dylan Brix, CFAMentor
Issued by Year UpAssociated with Dylan Brix, CFACoach
Issued by Soccer Without BordersAssociated with Dylan Brix, CFAMentor
Issued by StreetWise PartnersAssociated with Dylan Brix, CFABusiness Partner Liason
Issued by Havard, MA Parent Teacher Organization on Sept 2023Associated with Dylan Brix, CFACoach
Issued by Harvard, MA Soccer Club on Sept 2021Associated with Dylan Brix, CFASustainable Investing Committee Member
Issued by CFA Society Boston on Apr 2014Associated with Dylan Brix, CFA
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