Welcome to "Unfiltered Finance," a monthly podcast from Symmetry Partners focused on Evidence-Based insights and perspective on markets, the economy, and investing.
Meet the Host
Casey Dylan, CIMA®
Director of Investment Product Strategy & Communications
COO, Symmetry Panoramic Funds
Casey’s primary role at Symmetry is interpreting and articulating academic and original research for our clients and partners so they can fully understand and implement Factor-based investing in their portfolios. He brings over 25 years of extensive experience in public speaking and educating clients of various levels of financial sophistication. He regularly speaks at industry conferences, and has been quoted in publications like the Wall Street Journal, U.S. News and World Report, and Bank Investment Consultant.
Prior to joining Symmetry, he specialized in working with professional investors in the Institutional Middle Market while consulting for Empirica Solutions Group, as a Managing Director of Institutional Sales at John Hancock, and as a Regional Vice President at Pioneer Investments. He has worked in an advisory capacity while at the Wellesley Financial Group, and spent time managing back office operations for OppenheimerFunds.
Casey earned a Masters in Investment Management from Boston University and a BA in History from the University of Colorado. He completed the Certified Investment Management Analyst (CIMA) professional designation and Executive programs at The Wharton School, University of Pennsylvania.
About Symmetry Partners
Founded in 1994 by financial advisors for financial advisors, Symmetry offers a complete business solution with best-of-breed, Evidence-Based investment strategies, including PrecisionCore ETF Models and Panoramic Funds & Models. To help Advisors deliver a better client experience, we also provide marketing, technology and operational consulting and support.