Dylan Fox
Client Service Associate
As a Client Service Associate in Wealthspire’s New York City office, Dylan supports clients and their advisors with account openings, asset movement, account transitions, record maintenance, and other ongoing service needs. He takes the time to understand each family’s preferences and priorities and helps ensure requests are coordinated carefully from initiation through completion. Dylan joined Wealthspire after graduating from Syracuse University, bringing previous wealth management experience from an internship with BlackDiamond Wealth Management. He has developed particular experience in account transitions, account openings, and client service operations. His approach combines problem-solving, relationship building, and attention to detail to help make complex financial processes easier for clients to navigate.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
