Dillon Russo assists in the construction and implementation of sound portfolios through extensive research risk management, reporting on the market and conducting daily trading activity.
As an Operations Analyst at Shepherd Financial Partners, Dillon works closely with the Investment Management team to execute trade recommendations for both firm portfolio strategies and client accounts.
He is driven to provide clients with many opportunities to accomplish their life goals and does so through his diligence in finding valuable investment solutions and attractive asset allocations that work to achieve desired risk/reward objectives.
Dillon previously worked at TwinFocus on the Portfolio Advisory team, where he monitored client portfolios and prepared reporting packages on investment solutions. Prior to joining TwinFocus Dillon was a Financial Analyst at Cambridge Associates. He is a graduate of Hobart College where he earned a B.A. in Economics. While at Hobart, he was an active member of the Finance Club and played for the Varsity Football team. He also interned at Rochester Regional Health on its Corporate Finance team, assisting in a time of M&A to ensure a smooth transition. He is currently pursuing Level II of the CFA designation.
Dillon is a founder and organizer for an annual Thanksgiving Turkey Bowl held in his hometown. Proceeds from the event support the American Diabetes Association, a cherished organization to Dillon and his friends and family.
In his free time, Dillon enjoys watching Boston’s sports teams and staying active by competing in various sports leagues. He currently resides in the North End of Boston but also enjoys going back to his hometown in Maine to ski, visit beaches, and spend time with family.