Portfolio Manager
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. He always has fun attending sporting events.
Dillon joined the PrairieView Partners team in 2021 as a Senior Portfolio Analyst, and was promoted to Portfolio Manager in 2022. 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.
Inflation is falling. The job market is growing. GDP growth is exceeding expectations. We’re actually earning interest on our cash and bonds. And corporate earnings growth is expected to accelerate...
I recently read an article in The Economist that discussed topics related to the current state of journalism. It contained a line that could also apply to market expectations – specifically when...
Interest rates on Treasury securities, money market funds, and savings accounts are at 15 to 20 year highs, hovering near 5%. With stocks now sitting 10% below their previous high from almost two...