Brian M. Dixon, CFA
Vice President, Senior Portfolio Manager
Brian Dixon is a Vice President and Senior Portfolio Manager at Wasmer Schroeder (WS), and is responsible for co-managing the tax exempt strategies. He is a member of the firm’s Portfolio Management and Investment Committees.
Brian joined WS in 2007 as a Research Analyst for tax exempt strategies, analyzing municipal credits. He transitioned to his current position in 2008.
Brian earned his BS in Business Administration from Babson College, graduating summa cum laude. He was awarded the CFA Charter from the CFA Institute in 2010, was President of the CFA Society of Naples in 2013 and 2014, and is a member of the CFA Institute. Brian is also a board member of the Southern Municipal Finance Society and the National Federation of Municipal Analysts, and is a graduate of the Leadership Collier Foundation’s Growing Associates in Naples (GAIN™) 2013 program.
Born in Ohio, Brian has lived most of his life in Naples. His personal time is spent with his wife and young son, and he enjoys cooking and cycling. More than just a hobby, Brian has cycled in support of local non-profits.