Dylan Moore
Financial Advisor, CFA
  

Financial Advisor Dylan Moore, CFA joined 360 Wealth Management Group in October 2010, but has known the group for several years as he started his career in the financial services industry interning with Greg Ghodsi in 2003-2004. Upon graduation from the University of Tampa, Dylan spent several years researching equities for Robert W. Baird & Co. and most recently Wellington Management Company, LLP, a Boston-based institutional money management firm with approximately $600 billion assets under management. As part of Wellington's Global Industry Research department, Dylan researched and recommended stocks in the global technology sector and worked with several Portfolio Managers who managed multi-billion dollar funds.

Dylan is a strong believer in the value investment philosophy and the protection of capital. "The age old investing rule – 'Don't lose money' – could not be more relevant today." In deciding to join the 360 Wealth Management Group, Dylan was ultimately attracted to the group's disciplined investment process designed to protect capital and their ability to manage client funds in-house.

Dylan grew up in the Tampa Bay area and graduated from the University of Tampa in 2004 with a BS in Finance. He holds the Chartered Financial Analyst designation and is a member of the CFA Tampa Bay Society.

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