Senior Portfolio Analyst
.jpg)
During his free time, Dillon likes to write and podcast about sports, watch movies, go to the gym, and experience new restaurants in the Twin Cities. Pictured above is him and his girlfriend, Cat, at a Minnesota United soccer game. He loves watching soccer and always has fun attending sporting events.
Dillon joined the PrairieView Partners team in 2021 as a Senior Portfolio Analyst. He brings investment experience to the firm from his past investment management roles at U.S. Bank and Wells Fargo. At PrairieView, Dillon applies his expertise to the management of clients’ portfolios.
Dillon earned his Bachelor of Business Administration in Finance and Accounting from the University of Wisconsin-Milwaukee. In addition, he completed a Certificate in Investment Management. Dillon was selected as one of 13 students for this highly competitive certificate program. The rigorous courses prepared him to properly research investments and manage portfolios. Dillon has passed Level I of the CFA exam and plans to achieve this designation in the future.
Prior to joining PrairieView, Dillon worked for U.S. Bank and Wells Fargo in Portfolio Management roles, as well as serving as an Equity Research Analyst for an advisory firm. These roles helped sharpen Dillon’s investment management knowledge and skills in working with individuals’ and families’ long-term assets.
For over 20 years, we’ve helped 3M professionals achieve their financial goals.
We start by helping them answer these key questions.
If you’re like me, December is the month to sit down and send out cards to loved ones and mail checks to your favorite charities. As always, keep those receipts! This year individuals can deduct,...
On financial and other media outlets, you typically find talk of the next impending doomsday. Recently, the Armageddon is inflation. There is truth to the increase in prices, as anyone who has been...
