Dylan Dwyer

Employer firm

Orion Portfolio Solutions, LLC CRD 107975

$64.8B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• PORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2024 → Present
  Orion Portfolio Solutions
  Omaha, NE
• 07/2024 → Present
  Brinker Capital Investments
  Berwyn, PA
• 06/2019 → 06/2024
  Brown Brothers Harriman & Co
  Philadelphia, PA
• 06/2016 → 06/2019
  Nbt Bancorp
  Norwich, NY

Other Businesses

MANNA Young Friends Advisory Board Treasurer 420 North 20th Street Philadelphia, PA 19130 MANNA is a non-profit organization focused on providing medically-tailored meals START DATE: 5/1/2024 2 hrs/mo OUTSIDE OF TRADING HOURS NOT INVESTMENT RELATED NOT COMPENSATED

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Dylan Cirrilla