About
Dylan Payne is an Associate at Drive Wealth Advisers, LLC, based in Lindon, Utah, where he supports portfolio management and client advisory functions for high-net-worth individuals and families. In his current role, he is involved in investment analysis, portfolio construction, and assisting clients in understanding financial strategies aligned with their long-term goals.
He brings specialized experience in equity research and fundamental company analysis, gained from his tenure as an Equity Research Analyst at Brigham Capital, where he focused on evaluating stocks and sectors to generate investment ideas. Prior to this, Dylan served as an Associate at Enduro Financial, further developing his expertise in wealth management and client relationship building.
Dylan holds a degree in Finance from Brigham Young University and a diploma from Pleasant Grove High School. His core areas of expertise include U.S. equities, investment strategy, and financial planning, with a focus on bringing analytical rigor and sector-specific insights to his clients and investment teams.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Drive Wealth Advisers, LLC | Associate | Sep 2022 to Present | — |
| Brigham Capital | Equity Research Analyst | Aug 2022 to Aug 2023 | — |
| Enduro Financial | Associate | Aug 2020 to Sep 2022 | — |
| Cougar Consulting Group | Business Strategy Analyst | Jan 2021 to Apr 2022 | — |
| Oportun | Sarbanes Oxley Consultant | Aug 2020 to Dec 2020 | — |
| Vermilion Rock Advisors | Investment Banking Analyst | May 2020 to Aug 2020 | — |
| Caliber Wealth Management, LLC | Analyst | Feb 2020 to Jul 2020 | — |
Education
Brigham Young University
Finance
2020 — 2024
Pleasant Grove High School
2015 — 2017
Skills & Expertise
Others at Drive Wealth Management, LLC (6)
| Name | Role | Location |
|---|---|---|
| Chief Investment Officer | Salt Lake City, UT , United States | |
| Investment Analyst | Orem, UT , United States | |
| Principal | Lehi, UT , United States | |
| Investment Analyst | Lehi, UT , United States | |
M Matthew Davis | Research Analyst | Salt Lake City, UT , United States |
| Senior Portfolio Manager | St. George, UT , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
C Chris Heyman | Chief Investment Officer | Rovin Capital /ut/ /adv | Provo, UT , United States |
| Sr. Portfolio Manager Private Debt fund | Rovin Capital /ut/ /adv | Salt Lake City, UT , United States | |
| Associate | North Capital, Inc. | Salt Lake City, UT , United States |