Dylan is Vice President of Private Wealth Management at Capital Wealth Advisors, where he works with clients to develop thoughtful, personalized strategies across their financial lives. Drawing on a strong background in portfolio management, fundamental investment analysis, and private client advisory, Dylan takes a comprehensive approach to understanding each client’s goals, priorities, and circumstances. He brings particular depth to investment strategy while helping clients navigate the broader financial decisions that accompany building, preserving, and transferring wealth.
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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