Dylan Nielson, CAIA, IACCP®
Director of Trading & Operations, Chief Compliance Officer
Dylan currently oversees Trading and Operations and Adams Wealth Advisors’ compliance program, verifying that AWA continues to uphold regulatory standards. He is responsible for ensuring there are processes and procedures in place to improve the firm’s efficiency and that client’s accounts are invested appropriately.
Dylan has been with the firm since 2017, with a work ethic and attention to detail that have helped him excel in all his responsibilities. He is a Chartered Alternative Investment Analyst Charterholder (CAIA) and is also an Investment Adviser Certified Compliance Professional ®(IACCP®). 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.
In his free time Dylan enjoys watching sports, being in the outdoors and spending time with his wife, Lauren, and their two sons.
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