Joined Curi Capital
July 2026
Education
- B.S. in Business Administration, Washington & Lee University
Accreditations
- CERTIFIED FINANCIAL PLANNER™
Previous Experience
- BBR Partners, Director of Portfolio & Wealth Advisory
- Simon Quick Advisors, LLC, Associate
Bio
Dylan joined Curi Capital in 2026 as a Wealth Advisor. He works closely with clients to help them navigate complex financial decisions and pursue their long-term goals through comprehensive wealth planning.
Dylan has spent his career serving as a fiduciary financial advisor and became one of the youngest practicing CERTIFIED FINANCIAL PLANNER™ professionals in 2019. Prior to joining Curi Capital, he served as Director of Portfolio & Wealth Advisory at BBR Partners and previously advised clients at Simon Quick Advisors, both Barron’s Top 100 Registered Investment Advisory firms (Source: Barron’s Top 100 RIA Firms, 2025, published September 2025). Throughout his career, Dylan has counseled a diverse range of clients, from entrepreneurs and wealth creators to multigenerational families.
Dylan graduated cum laude from Washington & Lee University, where he was a four-year member of the men’s soccer team.
Outside of work, Dylan enjoys following his brothers’ professional soccer careers, cooking Italian food, and starting his mornings with an espresso alongside his wife.