Dylan M. Conneely

Client Services Team

Dylan M. Conneely
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As part of the Client Services Team at One Charles Private Wealth, Dylan handles a wide variety of tasks for servicing our clients’ needs. Our firm prides itself on offering best-in-class, personalized services and Dylan is a key contributor to that for our clients.  He also assists on investment manager due diligence with the firm’s Chief Investment Officer.

Dylan earned a Bachelor of Arts degree in Economics from Stonehill College and has passed Level I of the CFA examination. Prior to joining our firm, Dylan was a financial analyst at Fusionstorm, where he worked with several internal teams to process day to day activities and forecast future growth opportunities.

Primary Duties at One Charles Private Wealth

  • Acts as a key point of contact for client service needs
  • Acts as a client liaison to our third-party vendors and custodial relationships
  • Assists in scheduling portfolio reviews and wealth management meetings