Please be alert to impersonation fraud. 
Dylan is a senior portfolio analyst based in Brown Advisory's Boston office. In this role, Dylan collaborates with the portfolio management team and assists with managing balanced portfolios for private and institutional clients. Prior to joining the firm, Dylan was an associate at Monument Financial Group where he worked with individual investors.
Education
- University of Massachusetts Amherst, BS, Managerial Economics
Certifications
- Chartered Financial Analyst (CFA®)
- Series 7
