Joined
GW&K 2021
Industry
Experience 6 Years
As a member of our private wealth servicing team, Dylan is responsible for overseeing the implementation of our client’s wealth management plans. He serves as a primary point of contact for our private wealth clients, addressing client inquiries, concerns, and issues promptly and effectively.
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.
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.