Gary Dyer

Gary Dyer, CFA, is a Vice President, Portfolio Manager with extensive experience in managing substantial assets under management (AUM) across various companies. With a background in finance from Indiana University Bloomington, Gary excels in conducting investment research, financial modeling, and delivering engaging presentations to clients. Gary has a strong track record of growing AUM through new client acquisition and comprehensive portfolio performance, demonstrating expertise in assessing client investment goals and risk tolerance. Gary's professionalism and dedication to adhering to regulatory guidelines make him a valuable asset in the financial industry.