As Vice President of Private Wealth Management at Capital Wealth Advisors, Dylan supports business development across Southeast Florida, specializing in high-net-worth clients, foundations, and institutions.
Before joining Capital Wealth Advisors in 2026, Dylan was with Fiduciary Trust International of the South in Miami, where he managed investment portfolios for high-net-worth and ultra-high-net-worth clients. His responsibilities included portfolio construction and asset allocation, investment due diligence, security selection, and fundamental research across multiple sectors. Earlier, Dylan held roles at JPMorgan Chase and Merrill Lynch, building experience across private client relationships, investment research, and business development.
Outside of work, Dylan enjoys playing golf and spending time with his family and golden retriever, Brooks. He is also an avid sports fan.
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