Dylan Lemieux

Dylan Lemieux is an Associate at Shepherd Kaplan Krochuk, LLC based in Boston, MA, where he supports the firm's investment and client service activities. In his current role, he is involved in portfolio analysis, due diligence, and the coordination of investment strategies for institutional and high-net-worth clients. His work spans multi-asset portfolios, with a focus on both traditional and alternative investments.

Previously, Dylan has held positions at SCS Financial and TwinFocus, contributing to investment analysis and wealth management for complex client profiles (although specific dates for these roles could not be independently confirmed from available sources). His career reflects expertise in comprehensive financial analysis and portfolio construction, serving ultra-high-net-worth and institutional sectors.

Dylan holds a Bachelor of Business Administration in Finance and Economics from the University of New Hampshire, complemented by academic experience at Universitat Autònoma de Barcelona. He is recognized for his analytical rigor and dedication to tailored investment solutions, contributing to strategic asset allocation across equities, fixed income, private equity, and alternative asset classes.