Dylan Richman is a Wealth Advisor with The Grossman Group at J.P. Morgan Wealth Management.
Dylan delivers wealth management advice to affluent individuals and families with a focus on exemplary client service and prudent investments. This all begins by developing an appropriate asset allocation, portfolio construction, and risk management framework to meet clients' needs. Dylan's clients include owners of closely-held businesses, corporate executives, physicians, attorneys, accountants, athletes and entertainers, not-for-profits and real estate developers.
As a natural extension of his work with successful individuals, Dylan also works with sponsors of company retirement plans—both defined contribution and defined benefit—to provide their plan participants with appropriate investment options at a reasonable cost. He draws on his background, the capabilities of his team, and various firm specialists to provide experienced guidance, and maintain fiduciary standards.
Before joining J.P. Morgan, Dylan held positions in executive recruiting at GCS, where he acquired insight into matters centered on executive compensation planning and worked closely with similar clients.
Dylan graduated from Tulane University, where he played quarterback on the University's NCAA Division I football team. He earned a B.S. in Business Management, Marketing and Related Support Services and, subsequently, an M.S. in Finance with a specialization in Energy. Dylan is driven to help others live better financial lives so they can achieve their short- and long-term goals. He chose this path to supplement his knowledge of the capital markets and assist others in expanding their financial skills to accomplish their personal missions.
Dylan was influenced to pursue a career in wealth management having seen the deep, meaningful relationship his family developed with their financial advisor, something he hopes to replicate with his clients. In his spare time, he enjoys New York City's Broadway theatres, fine dining and other cultural experiences.