Dylan Sage

Portfolio Manager-Equities at Baldwin Brothers LLC

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Profile

Mr. Dylan D.
Sage is a Managing Director & Portfolio Manager at Baldwin Brothers LLC.
Mr. Sage was previously employed as a Principal by Jazz Aspen Snowmass and an Analyst by Solaris Asset Management LLC.
He has spent 13 years in the financial industry, starting his career at Solaris Asset Management in NY.
He received his Bachelor of Arts degree from Kenyon College.

Dylan Sage active positions

Companies	Position	Start
Baldwin Brothers LLC Baldwin Brothers LLC Investment ManagersFinance Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities.	Portfolio Manager-Equities	29/02/2008

All active positions of Dylan Sage

Former positions of Dylan Sage

Companies	Position	End
Jazz Aspen Snowmass	Corporate Officer/Principal	31/08/2007
Solaris Asset Management LLC Solaris Asset Management LLC Investment ManagersFinance Solaris Asset Management LLC (SAM) is a wealth management firm headquartered in New York City. The firm was founded in 2004 by Ralph Sinsheimer, Albert Bellas and Stephen Wells. They are a wholly-owned subsidiary of the Solaris Group LLC, which is owned by Klingenstein, Fields & Co., LLP. SAM provides services to US and global institutional and private clients.	Corporate Officer/Principal	30/09/2006

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Training of Dylan Sage

Kenyon College

Undergraduate Degree

Experiences
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Linked companies

Private companies	3
Baldwin Brothers LLC Baldwin Brothers LLC Investment ManagersFinance Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities.	Finance
Solaris Asset Management LLC Solaris Asset Management LLC Investment ManagersFinance Solaris Asset Management LLC (SAM) is a wealth management firm headquartered in New York City. The firm was founded in 2004 by Ralph Sinsheimer, Albert Bellas and Stephen Wells. They are a wholly-owned subsidiary of the Solaris Group LLC, which is owned by Klingenstein, Fields & Co., LLP. SAM provides services to US and global institutional and private clients.	Finance
Jazz Aspen Snowmass

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