Managing Director – Trading
Dean oversees the operational aspects of the firm’s portfolio management software as well as day-to-day transactional procedures, working hand-in-hand with our custodians. Dean works closely with Reilly Financial Advisors’ Investment Committee in stock selection, retention, and purchasing to ensure that client portfolios adhere to the firm’s 20-point inspection process and investment philosophy. He is also a sitting member of the Executive Committee.
Dean joined the Reilly family business in 1994 and has earned the FINRA Series 7 and 63 licenses.
In his free time, Dean likes to go biking, travel, and attend concerts.
Why I Do What I Do:
Being raised by a single parent with not many financial resources, I have always felt it is important to manage my finances carefully, and I take pride in helping RFA clients reach their financial goals.