Managing Director of Trading & Research
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 the 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.