Dylan works alongside the firm’s partners and portfolio managers to optimize family office investment solutions to meet the long-term intergenerational and philanthropic goals of TwinFocus clients. He is responsible for the daily monitoring of client portfolios, client and regulatory reporting, and executing investment solutions for the firm’s family office portfolios. Dylan supports the directors in all investment matters, monitors cash positions and IPS restrictions and assists with client inquiries and onboarding.
Prior to joining TwinFocus, Dylan was a Portfolio Administrator at Shepherd Kaplan Krochuk (SKK) where he was tasked with reconciling, monitoring, and tracking various investments held within the client portfolios. Additionally, he was responsible for measuring the efficacy of the firm’s investment decisions using firm’s proprietary internally developed reporting & revenue management software. Before joining SKK, Dylan worked at a private investment banking firm as a senior operations analyst within the trade management team.
Dylan graduated from The University of New Hampshire where he earned a Bachelor of Science in 2018
The restaurant business is extremely competitive but knowing that it would be a success I would really enjoy opening and managing my own restaurant.
Outside of work I enjoy being active through sports. This past summer I picked up golfing and have found myself on the course whenever I find time.
I enjoy working in a fast-paced team environment, while providing solutions for client’s complex portfolios. This type of work is always presenting new challenges which keeps each day exciting.
One of my biggest strengths is being extremely detail oriented. Working in portfolio implementation and analytics requires paying attention to the smallest details. This skill helps me succeed the most at TwinFocus.