Director Of Investments And Planning
Core Capital Advisors
AeroLeads people directory · profile
Ryan K. Dix, Cfa Email & Phone Number
Director of Investments and Planning
at
Core Capital Advisors
2 work emails found
@northwesternmutual.com
6 phones found area 574 and 812
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Investments and Planning
Location
Mishawaka, Indiana, United States
Who is Ryan K. Dix, Cfa? Overview
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Quick answer
Ryan K. Dix, Cfa is listed as Director of Investments and Planning at Core Capital Advisors, based in Mishawaka, Indiana, United States. AeroLeads shows a work email signal at northwesternmutual.com, phone signal with area code 574, 812, and a matched LinkedIn profile for Ryan K. Dix, Cfa.
Ryan K. Dix, Cfa previously worked as Partner & Private Wealth Advisor at Summit Financial Group and Director of Investments & Planning at Core Capital Advisors. Ryan K. Dix, Cfa holds Bachelor Of Arts, Economics; Spanish, 3.9 Gpa from Indiana University Bloomington.
Company email context
Email format at Core Capital Advisors
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*@northwesternmutual.com
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AeroLeads found 2 current-domain work email signals for Ryan K. Dix, Cfa. Compare company email patterns before reaching out.
Profile bio
About Ryan K. Dix, Cfa
Director of Investments & Planning at Core Capital Advisors/Northwestern Mutual. CFA charterholder, awarded August 2017.
Listed skills include Hedge Funds, Leadership, Capital Markets, Investments, and 43 others.
Current workplace
Ryan K. Dix, Cfa's current company
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8 roles
Ryan K. Dix, Cfa work experience
A career timeline built from the work history available for this profile.
Partner & Private Wealth Advisor
Current
Feb 2017 - Present
Director Of Investments & Planning
Current
Core Capital Advisors
Feb 2017 - Present
Bank Portfolio Analyst
Invested a portion of the firm's assets into fixed income securities, following a strategy designed to maximize safety and liquidity with secondary emphasis on income and yield -Completed pre-purchase and on-going analysis of certain securities, including the bank's municipal bond and corporate bond holdings -Monitored financial market and economic.
Mar 2015 - Feb 2017
Personal Trainer
Jun 2014 - Jan 2015
Financial Advisor Associate
Trained to become a licensed Financial Advisor for Morgan Stanley’s Wealth Management division. -Passed Series 7 and Series 66 licensing exams administered by FINRA. -Learned best practices for generating contacts, appointments, and sales.
Aug 2013 - Mar 2014
Security Processing Specialist
Fulfilled daily responsibilities covering the DTC and/or Fed desks, including: -Settlement of corporate, municipal, government and agency bonds, as well as MBS and CMOs. -Resolution of trade breaks with broker or retail/institutional customers. -Management of stock borrow contracts for US Treasury issuances. -Communication with various parties including.
Mar 2013 - Aug 2013
Associate
As Team Lead of the Clearing and Settlements team:Completed trade comparison for Citadel’s self-clearing business, which clears and settles 800,000 trades per day.Used third-party and proprietary software to compare in-house trade details against counterparty trade details, involving a high degree of client and broker interaction.Assisted in build-out of.
Jul 2008 - Jan 2012
2 education records
Ryan K. Dix, Cfa education
Bachelor Of Arts, Economics; Spanish, 3.9 Gpa
Education record
FAQ
Frequently asked questions about Ryan K. Dix, Cfa
Quick answers generated from the profile data available on this page.
What company does Ryan K. Dix, Cfa work for?
Ryan K. Dix, Cfa works for Core Capital Advisors.
What is Ryan K. Dix, Cfa's role at Core Capital Advisors?
Ryan K. Dix, Cfa is listed as Director of Investments and Planning at Core Capital Advisors.
What is Ryan K. Dix, Cfa's email address?
AeroLeads has found 2 work email signals at @northwesternmutual.com for Ryan K. Dix, Cfa at Core Capital Advisors.
What is Ryan K. Dix, Cfa's phone number?
AeroLeads has found 6 phone signal(s) with area code 574, 812 for Ryan K. Dix, Cfa at Core Capital Advisors.
Where is Ryan K. Dix, Cfa based?
Ryan K. Dix, Cfa is based in Mishawaka, Indiana, United States while working with Core Capital Advisors.
What companies has Ryan K. Dix, Cfa worked for?
Ryan K. Dix, Cfa has worked for Core Capital Advisors, Summit Financial Group, 1St Source Bank, Charter Fitness, and Morgan Stanley Wealth Management.
How can I contact Ryan K. Dix, Cfa?
You can use AeroLeads to view verified contact signals for Ryan K. Dix, Cfa at Core Capital Advisors, including work email, phone, and LinkedIn data when available.
What schools did Ryan K. Dix, Cfa attend?
Ryan K. Dix, Cfa holds Bachelor Of Arts, Economics; Spanish, 3.9 Gpa from Indiana University Bloomington.
What skills is Ryan K. Dix, Cfa known for?
Ryan K. Dix, Cfa is listed with skills including Hedge Funds, Leadership, Capital Markets, Investments, Derivatives, Series 7, Alternative Investments, and Bonds.
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