CoverProfile

Reilly Dahlquist

Investment Analyst, Asset Allocation

Windrose Advisors

United States, Massachusetts, Boston

About Me

Reilly is an Investment Analyst at Windrose Advisors working with the Investment Team to support asset allocation, manager selection, investment due diligence, and asset class research. Previously, Reilly worked at Cambridge Associates as a Global Portfolio Services Analyst where he was responsible for performance reporting, transaction risk monitoring, client service, treasury reconciliation, and supporting various internal committees. Prior to CA, he worked at the University of Idaho Foundation in which his responsibilities included fund accounting, implementing a new investment performance reporting system, and liquidity management for the endowment’s private investments. Reilly earned

View more

Profile Information

Investment Analyst, Asset Allocation

Windrose Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Feb 28, 2025

More profiles to browse

Profile Photo
Paul Mutch
Managing Director & Senior Wealth Strategist
TD
Tom Ducey
Vice President
Profile Photo
Celicia Chaung
Deputy Chief Investment Officer
JS
Jennifer Schmelter
Advisor

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth