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About
Professional biography of Dylan Brix, Portfolio Manager at The Boston Family Office LLC, Boston, MA
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Boston Family Office | Portfolio Manager | Sep 2020 to Present | Helping families meet their goals for their investments, estates, and legacies. |
| Reynders, McVeigh Capital Management, LLC. | Portfolio Manager | Jun 2017 to Sep 2020 | Investment management and financial planning, integrating sustainability. |
| athenahealth | Financial Planning and Analysis Manager | Feb 2016 to Jun 2017 | Strategic resource allocation for sales growth. |
| Loring, Wolcott & Coolidge Trust, LLC | Equity Analyst with The Sustainability Group | Apr 2014 to Jan 2016 | Traditional trust services. Institutionalization of environmental, social, and governance values. |
| Algonquin Advisors | Vice President | Dec 2007 to Apr 2014 | Investment consulting for families' multi-generational assets. |
Education
Bowdoin College
Bachelor of Arts - BA
2003 — 2007
The Hotchkiss School
Skills & Expertise
Equities
Hedge Funds
Due Diligence
Valuation
Investments
Financial Modeling
Mutual Funds
Investment Management
Socially Responsible Investing
Analysis
Capital Markets
Portfolio Management
Sustainability
Finance
Strategy
Financial Analysis
Research
Private Equity
Environmental Awareness
Funding
Strategic Planning
Marketing
Customer Service
Others at Boston Family Office LLC (4)
| Name | Role | Location |
|---|---|---|
E E Greer Candler | Partner and Portfolio Manager | Boston, MA , United States |
 | Partner | Boston, MA , United States |
M Megan Siegal | Partner | Boston, MA , United States |
 | Partner, Portfolio Manager | Gloucester, MA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Partner | Breed's Hill Capital LLC | Boston, MA , United States |
M Mary Malloy | Partner | Bollard Group LLC | Boston, MA , United States |
M Mary Bell | Partner | Bollard Group LLC | Cambridge, MA , United States |
W Wendy Holding | Portfolio Manager | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | Boston, MA , United States |
 | Research Analyst | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | Boston, MA , United States |
 | Chief Investment Officer | Nixon Peabody Trust Co. | Boston, MA , United States |
