Team Lead, Senior Investment Strategy Analyst

Dylan is a senior investment strategy analyst and the team lead on the Portfolio & Market Strategy team within Truist’s Investment Advisory Group (IAG). This team works closely with the co-chief investment officer and chief market strategist to develop strategic and tactical asset allocation strategies, as well as constructing and managing portfolios on behalf of Truist clients. Additionally, the Portfolio & Market Strategy team is responsible for the firm’s long-term capital market assumptions.

Dylan is a co-author of Truist’s client-facing publications including the Portfolio Perspectives and Sector Strategy updates. Along with the Portfolio & Market Strategy team, Dylan also contributes to the group’s flagship Market Navigator monthly publication.

Experience

Dylan has more than nine years of investment experience. He joined Truist’s Investment Advisory Group in 2018 as an associate on the Portfolio & Market Strategy team. In 2021, Dylan became a senior analyst and was named team lead in 2023. Prior to his career with Truist, he served in credit research roles at Loomis Sayles & Company, a financial services firm out of Boston. Dylan is based in Atlanta.

Linked InEducation & designations

  • Chartered Financial Analyst (CFA) charterholder
  • Chartered Alternative Investments Analyst (CAIA) charterholder
  • Bachelor’s degree in business administration, Georgia Institute of Technology

Linked InAreas of focus

  • Capital market research
  • Portfolio strategy
  • Investment strategy
  • Portfolio construction

Insights recommended by the IAG team

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    Additional resources

    Broaden your horizons with Truist Perspectives, and ignite your potential with our latest podcast, “I’ve Been Meaning To Do That.”

    Expand your perspective

    Truist Perspectives gives you the tools, tactics, and ideas to help ignite your potential and broaden your horizons.

    I’ve been meaning to do that: From purpose to action

    Join Truist Wealth’s Co-Chief Investment Officer, Oscarlyn Elder, to learn how purpose can impact your portfolio.

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