Financial Analyst, Investment Management
Grounded in Relationships, Driven by Purpose
Dylan joined Bartholomew & Company’s Investment Management team in 2022. As a financial analyst, he supports the team primarily in the areas of daily cash management, portfolio rebalancing, asset allocation recommendations, and ad hoc research and reporting.
Prior to joining the company, Dylan earned his BS in business administration from Nichols College, with a concentration in corporate finance and investments. While at Nichols, Dylan was involved with a student-managed investment fund where he did quantitative and qualitative analysis, designed presentations, and reallocated the fund.
In his free time, he enjoys spending time with family and friends, cooking, exercising, and collecting sports memorabilia.