Dylan was introduced to the financial services industry in 1990 through his father. Since then Dylan has been helping individual, corporate, and non-profit clients with their wealth management needs. He is professionally trained in retirement planning, estate investment planning, investment consulting, and non-profit investment consulting. As Chief Strategist and CIO at Omega, Dylan has the role of overseeing the management of client assets and financial strategies. He works closely with Omega’s advisors to help create client financial strategies based on clients’ own unique needs and goals.
As an applied economist, Dylan works at staying on the cutting edge of modern wealth and financial management. Dylan has held professorships at the Kellogg School of Management at Northwestern University in Chicago and the Harvard Business School in Boston. He currently is faculty at the Anderson School of Management (UCLA). Dylan, his wife Caroline, daughter Julia, and black Labrador Zorro first made their way to Santa Barbara in 1995. Dylan and Caroline can be found doing anything from tennis to tea, to enjoying theatre, music and art.