Experience 4 Years
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 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.
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.
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.