Interview with Brian Dress

Brian is the Director of Research at Left Brain, a wealth management firm providing financial planning and investment advice. They currently services approximately 200 clients and manage over $167.5 million in assets.

Before joining Left Brain, he spent nearly a decade managing an independent portfolio of derivatives, focused mainly in the oil/gas and commodities markets, but also in equities and fixed income.

Topics of passion:
1. Passion for financial literacy and educating, especially on matters of investing for leaders.
2. How there is not just one way to manage money - how to identify an investment strategy that is connected to your financial plan and goals, as well as your unique personality.

 

They've recently launched a new mutual fund as well, so for more information please visit   https://www.leftbrainwm.com/

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