Associate, Client Service
Dylan is a member of the Beacon Pointe Client Service Department and is responsible for partnering with Beacon Pointe’s Institutional Consulting Services Group to provide the firm’s institutional clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new relationships, database management and administration, 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, Dylan interned at multiple financial services firms and was also a member of the ASU Real Estate Club.