Profile
Mr. Brendon D.
Dashiell, CFA, is a Senior Portfolio Analyst at Bogart Wealth LLC.
He as over 9 years of experience in various investment management related roles.
Prior to joining Bogart Wealth, Mr. Dashiell worked as a Fixed Income Trader and Assistant Portfolio Manager at an institutional investment management firm and as an Investment Consultant specializing in portfolio construction at Wells Fargo before that.
A Baltimore area native, he graduated from Virginia Tech with a Finance degree and a concentration in Financial Planning.
He also holds a Chartered Financial Analyst (CFA) designation
Brendon Dashiell active positions
| Companies | Position | Start |
|---|---|---|
Bogart Wealth LLC
 Bogart Wealth LLC Investment ManagersFinance Bogart Wealth LLC is an independent, SEC-registered investment advisor headquartered in McLean, Virginia. Founded in 2016, the firm offers a variety of advisory services to individuals, trusts, estates, and charitable organizations. | Analyst-Equity | 30/06/2023 |
Training of Brendon Dashiell
| Virginia Polytechnic Institute & State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Bogart Wealth LLC
Bogart Wealth LLC Investment ManagersFinance Bogart Wealth LLC is an independent, SEC-registered investment advisor headquartered in McLean, Virginia. Founded in 2016, the firm offers a variety of advisory services to individuals, trusts, estates, and charitable organizations. | Finance |
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