Dylan Minor, Phd Ms Email & Phone Number

By drawing on 22 years of professional skills, leveraging top-tier academic experience, and integrating a global network, I help a select list of investors and their advisors bring together all of the pieces of their financial puzzle so that their master plan works both efficiently and effectively. I founded Omega Financial Group in 2009 to bring together a team of complementary experts to help our clients with their life-planning. For moving into retirement, the sale of a business, a change in marital status, or simply maximizing one's financial resources, our team has developed a unique set of trademarked plans to help them flourish through these life events. I founded Argos Global Advisors in 2017 to capitalize on 10 years of integrating ESG research with financial performance. My experience as a teaching and research professor at Harvard Business School and Kellogg School of Management has helped me obtain additional skills, resources, and a network that can further complement our work for clients. My research has been featured in a variety of media, including: ABC, Academic minute, Barron's, CBS, Chicago Tribune, CNBC, Financial Times, Forbes, Fortune, Harvard Business Review, Harvard Business School Working Knowledge, Harvard Gazette, INC.com, NPR (All Things Considered), Quartz, USA Today, Wired, Wall Street Journal, and Washington Post.