Client Advisory

Biography

Dawson is an Associate in the Louisville office, where he supports trading and investment-related activities. In this role, he assists with portfolio trading and rebalancing of the firm’s stock and ETF models. Additionally, Dawson participates in the implementation and trading of fixed-income securities such as Treasuries, corporate bonds, and municipal bonds for client portfolios.

Prior to joining Cerity Partners, Dawson served as a Trading and Investment Associate at ARGI Financial Group. Before ARGI, he was an Intern in the Financial Reporting Department at Papa Johns pizza chain.

In his free time, Dawson enjoys spending time with his family and friends, playing golf, and traveling.

Education

  • B.S. in Finance from the University of Louisville

Highlights

  • Former volunteer at St. Johns Homeless Shelter
  • Former educational tutor/mentor for Cochran Elementary School
  • Currently studying for the CFA Level 1 exam

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.