Dylan joined BBR Partners in 2021 and is a Vice President of Portfolio & Wealth Advisory. Dylan’s responsibilities include supporting Portfolio & Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management issues and coordinating with external advisors.

Prior to BBR, Dylan worked as an Associate at Simon Quick Advisors where he worked with high-net-worth individuals, families, and organizations. Prior to Simon Quick, Dylan worked as an Investment Banking Analyst at Piper Sandler. Dylan graduated cum laude from Washington and Lee University with a BS in Business Administration and Art History. He also attended the Delbarton School.

Dylan is a CERTIFIED FINANCIAL PLANNER™ Professional.

Outside of the office, Dylan enjoys watching soccer, playing golf, and reading historical biographies.