Profile
Mr. Brian M.
Dixon, CFA, is a Vice President & Senior Portfolio Manager at Wasmer, Schroeder & Co. LLC.
He holds the position of Portfolio Manager and is responsible
for co-managing the tax-exempt strategies at Wasmer, Schroeder & Company.
He began his career with WSC in June 2007 as a Research Analyst for tax-exempt strategies where he was responsible for analyzing municipal credit.
He transitioned to his current position at WSC in 2008.
Mr. Dixon earned his B.S.
in Business Administration from Babson College, graduating summa cum laude.
He was awarded the CFA Charter from the CFA Institute in 2010, and was President of the CFA Society of Naples in 2013 and 2014.
He is a member of the Firm’s Portfolio Management Committee, and the CFA Institute.
Former positions of Brian Michael Dixon
| Companies | Position | End |
|---|---|---|
Adviser Holdings LLC
 Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Analyst-Fixed Income | 2007-12-31 |
Training of Brian Michael Dixon
| Babson College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Finance |
- Stock Market
- Insiders
- Brian Michael Dixon
