Team Lead, Senior Investment Strategy Analyst

Dylan is a senior investment strategy analyst and the team lead on the Portfolio & Market Strategy team within Truist’s Investment Advisory Group (IAG). This team works closely with the co-chief investment officer and chief market strategist to develop strategic and tactical asset allocation strategies, as well as constructing and managing portfolios on behalf of Truist clients. Additionally, the Portfolio & Market Strategy team is responsible for the firm’s long-term capital market assumptions.

Dylan is a co-author of Truist’s client-facing publications including the Portfolio Perspectives and Sector Strategy updates. Along with the Portfolio & Market Strategy team, Dylan also contributes to the group’s flagship Market Navigator monthly publication.

Experience

Dylan has more than nine years of investment experience. He joined Truist’s Investment Advisory Group in 2018 as an associate on the Portfolio & Market Strategy team. In 2021, Dylan became a senior analyst and was named team lead in 2023. Prior to his career with Truist, he served in credit research roles at Loomis Sayles & Company, a financial services firm out of Boston. Dylan is based in Atlanta.

Linked InEducation & designations

  • Chartered Financial Analyst (CFA) charterholder
  • Chartered Alternative Investments Analyst (CAIA) charterholder
  • Bachelor’s degree in business administration, Georgia Institute of Technology

Linked InAreas of focus

  • Capital market research
  • Portfolio strategy
  • Investment strategy
  • Portfolio construction

Insights recommended by the IAG team

Market Pulse – December 8, 2025

Market Pulse – December 8, 2025

Market Pulse December 8, 2025

Market views heading into the week highlight what we're watching and important news ahead.

Article
12/08/2025
Article

Market views heading into the week highlight what we're watching and important news ahead for the week of December 8, 2025.

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    Economic commentary – December 10, 2025

    Economic commentary – December 10, 2025

    Economic Commentary A divided Fed lowers rates by another quarter point and scales back its projections for 2026 moves

    Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

    Article
    12/10/2025
    Article

    Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions for December 10, 2025.

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      Market Navigator November 2025

      Market Navigator November 2025

      Market Navigator November 2025 edition

      Our monthly Market Navigator provides regular and timely economic and investment strategy views.

      Article
      11/04/2025
      Article

      Our monthly flagship publication is packed full of timely economic and investment strategy views.

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        Additional resources

        Broaden your horizons with Truist Perspectives, and ignite your potential with our latest podcast, “I’ve Been Meaning To Do That.”

        Expand your perspective

        Truist Perspectives gives you the tools, tactics, and ideas to help ignite your potential and broaden your horizons.

        I’ve been meaning to do that: From purpose to action

        Join Truist Wealth’s Head of Investment Management, Oscarlyn Elder, to learn how purpose can impact your portfolio.

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