Dylan Morgan

Dylan Morgan is an experienced financial professional currently serving as a Trust Account Manager II at Virtus Partners since January 2023. Prior to this role, Dylan held several positions at Credit Suisse from December 2014 to December 2022, including Assistant Vice President in Investment Grade Credit Sales and Client Operations Middle Office, where responsibilities encompassed supporting trading activities and managing complex client transactions across global markets. Dylan started a career in finance as a Financial Representative Intern at Northwestern Mutual and Capitol Financial Solutions, focusing on delivering personalized investment solutions. Dylan holds a Bachelor of Business Administration from Elon University, completed in 2014.