Dylan Haig

Dylan Haig: Email & Phone Number

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Institutional Client Services Associate at Interactive Brokers|Milford, Connecticut, United States

Position:

Institutional Client Services Associate at Interactive Brokers

Location:

Milford, Connecticut, United States

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Last updated: 2026-06-11
Updated: 2026-06-11

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Work Experience 4 years

Institutional Client Services Associate at Interactive Brokers

May 2026 - Current

Lead Portfolio Manager at UConn Student Managed Fund

May 2025 - May 2026

CT Wealth Management Cohort at Connecticut Wealth Management, LLC

Dec 2025 - Apr 2026

Equity Research Analyst | CFA Research Challenge at CFA Institute

Oct 2025 - Apr 2026

Real Estate Private Equity Intern at Project Destined

Dec 2025 - Mar 2026

Finance Intern at D'AMATO BROTHERS BUILDERS MILFORD LLC

Mar 2022 - Jun 2022

Their professional focus is Asset Allocation, Bottom-Up Equity Strategy & Advanced Financial Valuation, and Buy-Side research across 3 core areas.

Dylan holds CFA Research Challenge, CFA Investment Foundations, and Financial & Valuation Modeling certifications and has been awarded Deans List | Fall 2024-Spring 2026

Education

Bachelor of Science - BS at University of Connecticut

High School Diploma at Joseph A. Foran High School

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