Dylan Fox
Client Service AssociateDylan is a client service associate in our New York City office, supporting the local team of advisors by helping to manage client relationships and completing day-to-day tasks.
A recent graduate of Syracuse University, Dylan has completed several internships in the financial services industry, including roles at BlackDiamond Wealth Management and OLIO Financial Planning. He also served as Director of Finance for REDGATE Music Venue in Syracuse, NY, and worked in the Office of Financial Literacy while in school. He is a member of the Financial Planning Association.
Originally from Springfield, VA, Dylan now resides in Brooklyn, NY and enjoys listening to a variety of music and attending concerts in his spare time.
Previous Experience
- Summer Intern at BlackDiamond Wealth Management
- Summer Intern at OLIO Financial Planning
- Director of Finance at REDGATE Music Venue
Education & Credentials
- BS, Syracuse University, Finance & Real Estate
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
