Junior Investment Analyst
Dylan joined First Long Island Investors in 2018. He is a member of the Investment Committee and of all in-house equity portfolio sub-committees. His responsibilities include research and analysis of current portfolio holdings, potential new holdings, as well as monitoring outside manager activity and conducting due diligence on prospective managers. Dylan is the lead trader for individual client trades and is part of the team responsible for trading our in-house strategies. He also monitors all call positions for our in-house hedged growth strategy. Dylan is responsible for preparing client performance reviews and quarterly outside manager reviews.
Dylan graduated cum laude from Hofstra University with a B.B.A in Finance and a B.S in International Economics from Dongbei University in China. Dylan was also a member of the Men’s Division 1 soccer team at Hofstra. He enjoys playing golf in his free time while supporting the New York Yankees, Rangers, and Jets. Currently, Dylan is pursuing his CFA charter as a Level 1 candidate.
To contact Dylan, please email him at firstname.lastname@example.org