Dylan is a Portfolio Analyst, responsible for supporting the Portfolio Management Team and trading desk. He assists with credit selection, portfolio construction, portfolio analysis, and trade execution. In addition, Dylan serves as a point of contact for clients of the Firm.
Dylan was an intern with Northern Capital for a year and a half prior to joining the firm full-time. He graduated summa cum laude from Merrimack College with a B.S. in Business Administration and Philosophy.
Registrations & Qualifications
FINRA (SIE) Securities Industry Essentials Examination
FINRA Series 7 General Securities Representative
FINRA Series 66 NASAA Uniform Combined State Law Exam
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