In his role as Investment Analyst, Dillon works with each of the Portfolio Managers to help manage client assets. Dillon is a member of Stoker Ostler’s investment committee and plays a key role performing due diligence and analysis on current and potential investments for use within client portfolios. He also performs ad-hoc research on individual securities. Dillon joined Stoker Ostler in 2017. Dillon is a Chartered Financial Analyst (CFA) charterholder and is a member of the Atlanta CFA Society. Dillon graduated with honors from Brigham Young University – Idaho with a Bachelor of Science degree in Financial Economics. While in school he served as a Senior Analyst for the school’s endowm