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Dylan Gaver Location
Dublin, OH, US
Dylan Gaver Work
Private Equity @ (September 2025 - Present)
Wealth Advisor @ (June 2025 - Present)
Chief Investment Officer @ (June 2024 - June 2025)
Chief Compliance Officer @ (December 2022 - June 2025)
Vice President and Head of Financial Planning @ (December 2021 - June 2025)
Wealth Manager | BRR Wealth Management @ Budros, Ruhlin & Roe, Inc. (June 2019 - December 2021)
Wealth Strategist | Hawthorn, The PNC Family Office @ (March 2013 - June 2019)
Director | Territory Development @ (April 2008 - March 2013)
Analyst | Citigroup Global Markets @ (January 2004 - April 2008)
Dylan Gaver Education
University of Notre Dame - Mendoza College of Business
Master of Business Administration - MBA
2020
Oklahoma State University
Master Degree (Family Financial Planning)
2018
Cornell University
Project Leadership Certification
2012
Northern Kentucky University
Bachelor’s Degree (Marketing)
2006
Dylan Gaver Skills
Fixed Annuities
Long-term Care
Project Management
Securities
Financial Planners
Financial Services
Insurance
Retirement Planning
Life Insurance
Series 63
Risk Management
Financial Planning
Finance
Series 7
Strategic Planning
Long Term Care
Strategy
Microsoft Excel
Training
Teaching
Management
Dylan Gaver Summary
Dylan Gaver, based in Dublin, OH, US, is currently a Private Equity at IrishAngels. Dylan Gaver brings experience from previous roles at Avior Wealth Management, LLC and The Sherrington Group. Dylan Gaver holds a Master of Business Administration - MBA @ University of Notre Dame - Mendoza College of Business. With a robust skill set that includes Fixed Annuities, Long-term Care, Project Management, Securities, Financial Planners and more. Dylan Gaver has 2 emails and 1 mobile phone numbers on RocketReach.
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