Dalyn is part of the client service and advisory team. Bringing over 8 years of experience in portfolio management, investment research and client service, he holds his Series 7, 63 & 66 registrations. He has a strong passion for helping families stay organized, informed and on track towards their financial goals.
An Ohio State University alumnus with a degree in finance, Dalyn also played on the club lacrosse team.
Dalyn grew up in Ohio, attending Western Reserve Academy and Medina High School. After spending eight years in Arizona, he has settled back in the Cleveland area. Outside of work he officiates high school lacrosse, enjoys spending time outdoors and is an avid Cleveland sports fan.