Dylan is the Assistant Market Head for the Atlanta Market, which includes 10 offices in Alabama, Georgia, Mississippi and South Carolina. In his role, Dylan partners with Advisors and Support Teams to deliver superior wealth management service and solutions to clients. He focuses on helping teams grow their business by bringing together the global capabilities and resources of UBS and 3rd party partners.
Professional History
Dylan joined UBS in 2014 as an analyst in the Graduate Training Program, a two year rotation that provides exposure to multiple areas within Wealth Management Americas. He worked across various groups in Weehawken, NJ and New York City including Capital Markets, the Client Advisory Group, the Wealth Advice Center, Banking, and several roles in the branch for both an FA Team and the 1285 Market Management Team. Following the program, Dylan spent just over a year on the Municipal Fixed Income Sales Desk, providing advice, portfolio management, and execution for Advisors and clients.
Education
Dylan graduated from The Pennsylvania State University with a Bachelor of Science in Finance from the Smeal College of Business. He holds the Series 7, 9, 10, 52, and 66 licenses.
Family and Personal Interests
Dylan lives in Buckhead with his wife, Emily, and Bernese Mountain Dog, Sophie. He enjoys playing golf, watching his favorite sports teams, traveling and trying new restaurants.
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Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY