About Dylan

Dylan Birch is a Wealth Advisor with J.P. Morgan Wealth Management.

Dylan works closely with a diverse range of clients to help guide them with wealth planning and advice to pursue their goals. His focus is on delivering a strategic and tailored approach, including liquidity management, restricted stock, long-term planning and generational wealth transfer.

Communication is fundamental to Dylan's process, and he strives to be a collaborative and trusted counselor to each individual. His straightforward, disciplined style facilitates conversations so clients can clearly define their objectives and aspirations. He helps tackle immediate needs, then focuses on developing a wealth management plan that remains responsive to evolving priorities and market conditions.

Dylan took a leadership path to a career in financial services, serving in the United States Army as an Infantry officer for five years. He has worked with a wide range of people to solve complex problems—from completing Ranger School to serving as an advisor to the Iraqi Army during Operation Inherent Resolve.

In 2018, Dylan joined J.P. Morgan through the Corporate-Client banking team in Houston, focused on the energy sector. His team advised exploration and production, midstream, and oil-field services companies on the origination and execution of debt transactions, including revolving credit facilities, high-yield bonds, institutional term loans and committed M&A financing.

Dylan attended the United States Military Academy at West Point, where he earned a B.S. in Civil Engineering, graduating in the top 20% of his class. He was on the NCAA Division I Army Boxing Team—3-time NCAA Team Champions. He holds an M.B.A. from the Cox School of Business at Southern Methodist University.

Philanthropy is one of Dylan's core values, and he is head of the Texas Veterans Business Resource Group (BRG) for J.P. Morgan. This 1500-strong organization builds houses, lays wreaths and connects veterans with places they can turn to for mental health. Outside of the office, Dylan enjoys golf, running, studying history and searching for the best weekend brunch in the area.

Insights

Economy

Is it a golden era for gold?

April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
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