Dylan Neilson, CAIA
Today we are excited to introduce you to Dylan Nielson, our Director of Compliance and Trading. Although he works behind the scenes, Dylan is a critical advocate for our clients.
Dylan directs the trading for AWA and ensures client’s accounts are invested appropriately. He also helps with the research, operations, and marketing for the investment team. Dylan also oversees the firm’s compliance program and verifies that AWA continues to uphold regulatory standards.
Dylan is a Chartered Alternative Investment Analyst Charterholder (CAIA), making him our specialist in alternative investments. He also completed the Investment Adviser Certified Compliance Professional ®(IACCP®) program, making him an expert in compliance and regulatory standards. He graduated Cum Laude in Finance from the Jon Huntsman School of Business. While attending USU Dylan was a member of the USU Rugby Team and the Finance and Economics Club.
Before joining the Adams Wealth Team, Dylan started a framing and roofing company here in Cache Valley. They completed 20+ projects in their first year, and this successful experience taught Dylan invaluable skills that he has brought with him to Adams Wealth.
In his free time Dylan enjoys watching sports, especially football and rugby. He also enjoys traveling, hunting, and spending time with his wife, Lauren, and their son Hayes.
Dylan is a very important member of our team at Adams Wealth, and we are grateful for his work ethic and attention to detail.
Adams Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.