Profilo
Mr. Brian C.
Dress, CFA, is a Director of Research & Investment Advisor at Left Brain Wealth Management, LLC.
He works with high-net-worth investors and families on tax-efficient investment and financial planning strategies to help them achieve their financial goals and dreams.
Mr. Dress began his investing career in 2005 and joined the firm in 2018.
He earned a bachelor’s degree from Georgetown University and became a Chartered Financial Analyst (CFA) Charterholder in 2021.
Posizioni attive di Brian Christopher Dress
| Società | Posizione | Inizio |
|---|---|---|
Left Brain Wealth Management, LLC
Left Brain Wealth Management, LLC Investment ManagersFinance Left Brain seeks to create, grow, and preserve wealth for their clients. All their investment portfolios are constructed in-house. | Direttore della Ricerca - Azioni | 01/04/2020 |
Formazione di Brian Christopher Dress
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Georgetown University
Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Left Brain Wealth Management, LLC
Left Brain Wealth Management, LLC Investment ManagersFinance Left Brain seeks to create, grow, and preserve wealth for their clients. All their investment portfolios are constructed in-house. | Finance |
















