Dylan Bern

Principal at WTI

Prior to joining WTI in 2022, Dylan worked at Rockefeller Capital Management in the Quant Research & Portfolio Construction group. He started his career at UBS in New York in the Family Office Coverage group, structuring investments across equities, FX, rates, and credit. Dylan graduated from the University of California, Santa Barbara with a dual-BS in Financial Mathematics and Statistics and a BA in Environmental Science. He is a CFA charterholder.

Location

Portola Valley, United States

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WTI

As a private firm with a track record of success through many economic cycles, WTI has an exceptionally stable capital base which allows it to be highly responsive, risk-tolerant, and creative in addressing each company’s unique capital requirements.


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Employees

11-50

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