Associate, Client Service
Dylan is a member of the Beacon Pointe Client Service team and is responsible for partnering with Beacon Pointe’s Institutional Consulting Services Group to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Dylan graduated from Arizona State University with a major in Economics and a minor in Real Estate. During his time at ASU, he interned at multiple finance firms and was also a member of the ASU Real Estate Club. Dylan is originally from Scottsdale, AZ and outside of the office he enjoys golfing, snowboarding, fishing and all things outdoors.