Dylan M. Conneely

Client Service Associate

Joined
GW&K
2021

Industry
Experience
4 Years

Responsibilities

Dylan is a member of our client services team.  He serves as a primary resource for our private clients, addressing all questions and concerns and helping clients meet their long-term investment objectives.

Prior Work Experience

Prior to joining GW&K, Dylan worked on the advisory team for One Charles Private Wealth, responsible for supporting the day-to-day needs of a $600 million dollar client base.

Education

Dylan received a BS in Economics from Stonehill College.  He has successfully completed Level I of the CFA® program and holds the Series 65 License with FINRA.

What I Love Most About My Position...
Serving as the primary point of contact for private client relationships provides me with a great sense of pride and responsibility. Each client is unique and I enjoy getting to know them and understanding their financial needs. They all have interesting stories and unique perspectives and I appreciate getting to support their needs at different points in their life.

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