Dylan Chamberlaine Brix

Portfolio Manager-Equities at The Boston Family Office LLC

Finance

Consumer Services

Profile

Mr. Dylan C.
Brix, CFA, is a Portfolio Manager at The Boston Family Office LLC.
He helps families reach their goals.
His work is informed by his experience in both the wealth management and the healthcare IT industries.
Mr. Brix's investment perspective is informed by his experience in wealth management, as well as his former role in strategic financial planning and analysis for athenahealth, Inc. He firmly believes that capital allocation benefits when incorporated with human values.
He has experience in asset allocation, equity research, alternative asset due diligence, and sustainable investment analysis from his previous roles at Loring, Wolcott & Coolidge LLC and Algonquin Advisors LLC.
He is a graduate of Bowdoin College and a CFA® charterholder.

Dylan Chamberlaine Brix active positions

Companies	Position	Start
The Boston Family Office LLC The Boston Family Office LLC Investment ManagersFinance The Boston Family Office LLC (BFO) is a privately-owned family office and SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1996 by George Beal and George Putnam III. BFO provides personalized investment advisory services primarily to individuals, family groups, trusts and charitable organizations. In certain situations, they may advise estates and pension plans.	Portfolio Manager-Equities	31/12/2019

All active positions of Dylan Chamberlaine Brix

Former positions of Dylan Chamberlaine Brix

Companies	Position	End
Reynders, McVeigh Capital Management LLC Reynders, McVeigh Capital Management LLC Investment ManagersFinance Reynders, McVeigh Capital Management LLC (RM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Charlton “Chat” Reynders III and Patrick McVeigh in 2005. RM offers discretionary investment management services to separately managed accounts and acts as investment adviser to the Reynders, McVeigh Core Equity Fund, a mutual fund series of the Capitol Series Trust, a registered open-end management investment company.	Portfolio Manager-Equities	31/08/2020
Algonquin Advisors LLC Algonquin Advisors LLC Investment ManagersFinance Algonquin Advisors LLC is an investment management firm headquartered in Greenwich, Connecticut. The firm was founded by George Hubbard in 1998. They were acquired by Cerity Partners LLC in 2020. Algonquin Advisors provides investment services to a select group of wealthy individuals, families, foundations, and other entities with investable assets.	Analyst-Equity	-

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Training of Dylan Chamberlaine Brix

Bowdoin College

Undergraduate Degree

Experiences
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Linked companies

Private companies	3
Algonquin Advisors LLC Algonquin Advisors LLC Investment ManagersFinance Algonquin Advisors LLC is an investment management firm headquartered in Greenwich, Connecticut. The firm was founded by George Hubbard in 1998. They were acquired by Cerity Partners LLC in 2020. Algonquin Advisors provides investment services to a select group of wealthy individuals, families, foundations, and other entities with investable assets.	Finance
Reynders, McVeigh Capital Management LLC Reynders, McVeigh Capital Management LLC Investment ManagersFinance Reynders, McVeigh Capital Management LLC (RM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Charlton “Chat” Reynders III and Patrick McVeigh in 2005. RM offers discretionary investment management services to separately managed accounts and acts as investment adviser to the Reynders, McVeigh Core Equity Fund, a mutual fund series of the Capitol Series Trust, a registered open-end management investment company.	Finance
The Boston Family Office LLC The Boston Family Office LLC Investment ManagersFinance The Boston Family Office LLC (BFO) is a privately-owned family office and SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1996 by George Beal and George Putnam III. BFO provides personalized investment advisory services primarily to individuals, family groups, trusts and charitable organizations. In certain situations, they may advise estates and pension plans.	Finance

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