Profile
Mr. Brian C.
Dress, CFA, is a Director of Research & Investment Advisor at Left Brain Wealth Management, LLC.
He works with high-net-worth investors and families on tax-efficient investment and financial planning strategies to help them achieve their financial goals and dreams.
Mr. Dress began his investing career in 2005 and joined the firm in 2018.
He earned a bachelor’s degree from Georgetown University and became a Chartered Financial Analyst (CFA) Charterholder in 2021.
Brian Christopher Dress active positions
| Companies | Position | Start |
|---|---|---|
Left Brain Wealth Management, LLC
Left Brain Wealth Management, LLC Investment ManagersFinance Left Brain seeks to create, grow, and preserve wealth for their clients. All their investment portfolios are constructed in-house. | Director of Research - Equity | 01/04/2020 |
Training of Brian Christopher Dress
Experiences
Positions held
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Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Linked companies
| Private companies | 2 |
|---|---|
Georgetown University
Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Left Brain Wealth Management, LLC
Left Brain Wealth Management, LLC Investment ManagersFinance Left Brain seeks to create, grow, and preserve wealth for their clients. All their investment portfolios are constructed in-house. | Finance |
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