Caleb Dillard

Caleb Dillard, CFA, currently serves as the Chief Operations Officer and Chief Compliance Officer at Exencial Wealth Advisors. With experience in trading, investment portfolio analysis, and wealth advising, Caleb has a strong background in finance and holds a Bachelor's Degree in Business Administration with a concentration in Finance from East Central University. Caleb also obtained the Chartered Financial Analyst (CFA) designation from the CFA Institute.