Nils Dillon
Direttore della Ricerca - Azioni presso Pegasus Partners Ltd.
Profilo
Mr. Nils J.
Dillon is a Director of Research at Pegasus Partners Ltd.
His responsibilities at Pegasus include managing the investment team and prioritizing research activities, overseeing the development of the investment platform for major asset classes, and performing in-depth manager due diligence, covering ETFs, mutual funds, separately managed accounts, and private alternative investments.
Prior to Pegasus Partners, he was the Director of Consulting at Heck Capital Advisors where he serviced corporate, retirement plan and foundation/endowment clients, served as portfolio manager for various asset allocation strategies and led research that supported institutional/individual clients.
Mr. Dillon graduated from the University of Wisconsin Eau-Claire with a double major in Economics and Finance and holds the Certificate in Investment Performance Measurement designation.
Posizioni attive di Nils Dillon
Società | Posizione | Inizio |
---|---|---|
Pegasus Partners Ltd.
Pegasus Partners Ltd. Investment ManagersFinance Pegasus Partners Ltd. is a privately held, SEC-registered investment advisor and wealth management firm headquartered in Mequon, Wisconsin. The firm was founded by Todd Krieg, Matthew D’Attilio and Bill Wernecke in 2015. Pegasus Partners provides comprehensive wealth management services to individuals, families, trusts, foundations & endowments. | Direttore della Ricerca - Azioni | 01/03/2023 |
Precedenti posizioni note di Nils Dillon
Società | Posizione | Fine |
---|---|---|
Heck Capital Advisors LLC
Heck Capital Advisors LLC Investment ManagersFinance Heck Capital Advisors LLC (Heck Capital) is an independent, SEC-registered investment advisor headquartered in Rhinelander, Wisconsin. The firm was founded by Robert G. Heck in 2007. Heck Capital provides discretionary and non-discretionary institutional investment services for corporations as well as portfolio management and financial guidance for retirement plans, foundations/endowments, high-net worth individuals and trusts. | Analyst-Equity | 01/03/2023 |
Formazione di Nils Dillon
University of Wisconsin | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Heck Capital Advisors LLC
Heck Capital Advisors LLC Investment ManagersFinance Heck Capital Advisors LLC (Heck Capital) is an independent, SEC-registered investment advisor headquartered in Rhinelander, Wisconsin. The firm was founded by Robert G. Heck in 2007. Heck Capital provides discretionary and non-discretionary institutional investment services for corporations as well as portfolio management and financial guidance for retirement plans, foundations/endowments, high-net worth individuals and trusts. | Finance |
Pegasus Partners Ltd.
Pegasus Partners Ltd. Investment ManagersFinance Pegasus Partners Ltd. is a privately held, SEC-registered investment advisor and wealth management firm headquartered in Mequon, Wisconsin. The firm was founded by Todd Krieg, Matthew D’Attilio and Bill Wernecke in 2015. Pegasus Partners provides comprehensive wealth management services to individuals, families, trusts, foundations & endowments. | Finance |
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