Nils Dillon
Directeur de la Recherche - Actions chez Pegasus Partners Ltd.
Profil
Mr. Nils J.
Dillon is a Director of Research at Pegasus Partners Ltd.
His responsibilities at Pegasus include managing the investment team and prioritizing research activities, overseeing the development of the investment platform for major asset classes, and performing in-depth manager due diligence, covering ETFs, mutual funds, separately managed accounts, and private alternative investments.
Prior to Pegasus Partners, he was the Director of Consulting at Heck Capital Advisors where he serviced corporate, retirement plan and foundation/endowment clients, served as portfolio manager for various asset allocation strategies and led research that supported institutional/individual clients.
Mr. Dillon graduated from the University of Wisconsin Eau-Claire with a double major in Economics and Finance and holds the Certificate in Investment Performance Measurement designation.
Postes actifs de Nils Dillon
Sociétés | Poste | Début |
---|---|---|
Pegasus Partners Ltd.
Pegasus Partners Ltd. Investment ManagersFinance Pegasus Partners Ltd. is a privately held, SEC-registered investment advisor and wealth management firm headquartered in Mequon, Wisconsin. The firm was founded by Todd Krieg, Matthew D’Attilio and Bill Wernecke in 2015. Pegasus Partners provides comprehensive wealth management services to individuals, families, trusts, foundations & endowments. | Directeur de la Recherche - Actions | 01/03/2023 |
Anciens postes connus de Nils Dillon
Sociétés | Poste | Fin |
---|---|---|
Heck Capital Advisors LLC
Heck Capital Advisors LLC Investment ManagersFinance Heck Capital Advisors LLC (Heck Capital) is an independent, SEC-registered investment advisor headquartered in Rhinelander, Wisconsin. The firm was founded by Robert G. Heck in 2007. Heck Capital provides discretionary and non-discretionary institutional investment services for corporations as well as portfolio management and financial guidance for retirement plans, foundations/endowments, high-net worth individuals and trusts. | Analyst-Equity | 01/03/2023 |
Formation de Nils Dillon
University of Wisconsin | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 2 |
---|---|
Heck Capital Advisors LLC
Heck Capital Advisors LLC Investment ManagersFinance Heck Capital Advisors LLC (Heck Capital) is an independent, SEC-registered investment advisor headquartered in Rhinelander, Wisconsin. The firm was founded by Robert G. Heck in 2007. Heck Capital provides discretionary and non-discretionary institutional investment services for corporations as well as portfolio management and financial guidance for retirement plans, foundations/endowments, high-net worth individuals and trusts. | Finance |
Pegasus Partners Ltd.
Pegasus Partners Ltd. Investment ManagersFinance Pegasus Partners Ltd. is a privately held, SEC-registered investment advisor and wealth management firm headquartered in Mequon, Wisconsin. The firm was founded by Todd Krieg, Matthew D’Attilio and Bill Wernecke in 2015. Pegasus Partners provides comprehensive wealth management services to individuals, families, trusts, foundations & endowments. | Finance |