Regional Investment Consultant
Current
Jan 2023 - Present
AeroLeads people directory · profile
Dylan Rotella Email & Phone Number
Regional Investment Consultant at Harbor Funds Distributors, Inc.
at
Harbor Capital Advisors, Inc.
1 work email found
@harborcapitaladvisors.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Regional Investment Consultant at Harbor Funds Distributors, Inc.
Location
Charlotte, North Carolina, United States
Company size
Who is Dylan Rotella? Overview
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Quick answer
Dylan Rotella is listed as Regional Investment Consultant at Harbor Funds Distributors, Inc. at Harbor Capital Advisors, Inc., a company with 155 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at harborcapitaladvisors.com and a matched LinkedIn profile for Dylan Rotella.
Dylan Rotella previously worked as Regional Investment Consultant at Harbor Capital Advisors, Inc. and Investment Consultant, Harbor Funds Distributors, Inc. at Harbor Capital Advisors, Inc.. Dylan Rotella holds Bachelor Of Business Administration (Bba), Finance And Economics, Graduate from Bryant University.
Company email context
Email format at Harbor Capital Advisors, Inc.
This section adds company-level context without repeating Dylan Rotella's masked contact details.
{first}.{last}@harborcapitaladvisors.com
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AeroLeads found 1 current-domain work email signal for Dylan Rotella. Compare company email patterns before reaching out.
Profile bio
About Dylan Rotella
CONTACT INFORMATION: Cell: (857) 327-3031dylan.rotella@harborcapital.com Based in Charlotte, I cover North Carolina and South Carolina, focusing on RIAs, regional banks, regional consultants, and broker-dealers.
Listed skills include Research, Financial Analysis, Microsoft Office, Social Media, and 13 others.
Current workplace
Dylan Rotella's current company
Company context helps verify the profile and gives searchers a useful next step.
Harbor Capital Advisors, Inc.
6 roles
Dylan Rotella work experience
A career timeline built from the work history available for this profile.
Investment Consultant, Harbor Funds Distributors, Inc.
Apr 2019 - Jan 2023
Financial Advisor
Nov 2017 - Mar 2019
Securities Analyst/ Portfolio Manager
Archway Investment Fund
-Selected into prestigious student managed long equity fund that invests $1M+ of endowment across global markets-Lead the Industrial Sector in screening, researching, and evaluating stocks and ETF’s as new investments opportunities while continuously re-evaluating and tracking current holdings -Pitch buy/sell recommendations to peers, as supported by.
Jan 2016 - Dec 2016
Data And Reporting Intern
-Created custom performance reports for multiple clients to allow clients to accurately measure their performance against the market-Quality check performance data in order to mitigate, detect, and correct any errors before performance reports reach investment teams and clients-Produced a business line project on the many aspects of the performance.
Jun 2016 - Aug 2016
Financial Intern
-Watched the aspects of buying/ selling stocks, bonds, and other financial activities -Attended various client and staff meetings
Apr 2012 - Jun 2013
Team & coworkers
Colleagues at Harbor Capital Advisors, Inc.
Other employees you can reach at harborcapitaladvisors.com. View company contacts for 155 employees →
MB
Megan B.
Colleague at Harbor Capital Advisors, Inc.Greater Chicago Area, United States
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HM
Harshitha M.
Colleague at Harbor Capital Advisors, Inc.Bloomington, Indiana, United States, United States
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SR
Shreenivasa Rao
Colleague at Harbor Capital Advisors, Inc.Aurora, Illinois, United States, United States
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JH
Julia Hoffman
Colleague at Harbor Capital Advisors, Inc.Boston, Massachusetts, United States, United States
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TG
Theo Gabriel
Colleague at Harbor Capital Advisors, Inc.Greater Chicago Area, United States
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TC
Tyler Chickinelli
Colleague at Harbor Capital Advisors, Inc.Chicago, Illinois, United States, United States
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JL
Jamie Lee
Colleague at Harbor Capital Advisors, Inc.Boston, Massachusetts, United States, United States
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PH
Paul Herbert, Cfa, Caia
Colleague at Harbor Capital Advisors, Inc.Greater Chicago Area, United States
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RL
Robert Landsberg, Caia
Colleague at Harbor Capital Advisors, Inc.Boston, Massachusetts, United States, United States
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JD
Jamie Doering
Colleague at Harbor Capital Advisors, Inc.Fort Myers, Florida, United States, United States
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Megan B.
Colleague at Harbor Capital Advisors, Inc.Greater Chicago Area, United States
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HM
Harshitha M.
Colleague at Harbor Capital Advisors, Inc.Bloomington, Indiana, United States, United States
View →
SR
Shreenivasa Rao
Colleague at Harbor Capital Advisors, Inc.Aurora, Illinois, United States, United States
View →
JH
Julia Hoffman
Colleague at Harbor Capital Advisors, Inc.Boston, Massachusetts, United States, United States
View →
TG
Theo Gabriel
Colleague at Harbor Capital Advisors, Inc.Greater Chicago Area, United States
View →
TC
Tyler Chickinelli
Colleague at Harbor Capital Advisors, Inc.Chicago, Illinois, United States, United States
View →
JL
Jamie Lee
Colleague at Harbor Capital Advisors, Inc.Boston, Massachusetts, United States, United States
View →
PH
Paul Herbert, Cfa, Caia
Colleague at Harbor Capital Advisors, Inc.Greater Chicago Area, United States
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RL
Robert Landsberg, Caia
Colleague at Harbor Capital Advisors, Inc.Boston, Massachusetts, United States, United States
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JD
Jamie Doering
Colleague at Harbor Capital Advisors, Inc.Fort Myers, Florida, United States, United States
View →
1 education record
Dylan Rotella education
FAQ
Frequently asked questions about Dylan Rotella
Quick answers generated from the profile data available on this page.
What company does Dylan Rotella work for?
Dylan Rotella works for Harbor Capital Advisors, Inc..
What is Dylan Rotella's role at Harbor Capital Advisors, Inc.?
Dylan Rotella is listed as Regional Investment Consultant at Harbor Funds Distributors, Inc. at Harbor Capital Advisors, Inc..
What is Dylan Rotella's email address?
AeroLeads has found 1 work email signal at @harborcapitaladvisors.com for Dylan Rotella at Harbor Capital Advisors, Inc..
Where is Dylan Rotella based?
Dylan Rotella is based in Charlotte, North Carolina, United States while working with Harbor Capital Advisors, Inc..
What companies has Dylan Rotella worked for?
Dylan Rotella has worked for Harbor Capital Advisors, Inc., Mcadam Financial, Archway Investment Fund, Cambridge Associates, and Ubs.
Who are Dylan Rotella's colleagues at Harbor Capital Advisors, Inc.?
Dylan Rotella's colleagues at Harbor Capital Advisors, Inc. include Megan B., Harshitha M., Shreenivasa Rao, Julia Hoffman, and Theo Gabriel.
How can I contact Dylan Rotella?
You can use AeroLeads to view verified contact signals for Dylan Rotella at Harbor Capital Advisors, Inc., including work email, phone, and LinkedIn data when available.
What schools did Dylan Rotella attend?
Dylan Rotella holds Bachelor Of Business Administration (Bba), Finance And Economics, Graduate from Bryant University.
What skills is Dylan Rotella known for?
Dylan Rotella is listed with skills including Research, Financial Analysis, Microsoft Office, Social Media, Accounting, Microsoft Sql Server, Microsoft Excel, and Powerpoint.
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