Master'S Degree
Johns Hopkins University
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Dylan O'Shea, Cfp®, Csric®, Cpfa® Email & Phone Number
Helping individuals and families organize and optimize their financial planning | CFP® | CSRIC® | Husband & Dad | Teach For America Alum | Soccer enthusiast
at
Quorum Private Wealth
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Helping individuals and families organize and optimize their financial planning | CFP® | CSRIC® | Husband & Dad | Teach For America Alum | Soccer enthusiast
Location
New York City Metropolitan Area, United States, United States
Who is Dylan O'Shea, Cfp®, Csric®, Cpfa®? Overview
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Dylan O'Shea, Cfp®, Csric®, Cpfa® is listed as Helping individuals and families organize and optimize their financial planning | CFP® | CSRIC® | Husband & Dad | Teach For America Alum | Soccer enthusiast at Quorum Private Wealth, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Dylan O'Shea, Cfp®, Csric®, Cpfa®.
Dylan O'Shea, Cfp®, Csric®, Cpfa® previously worked as Partner at Quorum Private Wealth. Dylan O'Shea, Cfp®, Csric®, Cpfa® holds Master'S Degree from Johns Hopkins University.
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Email format at Quorum Private Wealth
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Quorum Private Wealth
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Profile bio
About Dylan O'Shea, Cfp®, Csric®, Cpfa®
My career started in education with Teach For America in Baltimore City Public Schools where I spent several formative years as a teacher. Those early days in the classroom shaped not just my career but also my understanding of the power of knowledge and its transformative impact.Intrigued by personal finance and the ever-evolving financial landscape, I transitioned to become a financial advisor and earned the CERTIFIED FINANCIAL PLANNER™ certification. Over the last dozen years, guiding individuals and families toward their financial goals has become not just my profession but my passion.I have been recognized for excellence and leadership in the wealth management industry, as 2019 Chair of Merrill Wealth Management’s NextGen Leadership Council and as a coach for the financial advisor training program at Merrill’s Fifth Avenue NYC office.I continue to be involved with Teach For America and in 2024 was invited to become a member of their New Jersey Advisory Board.When not out in nature or supporting my children’s extra-curriculars, I can be found most weekends cheering on my beloved English Premier League soccer team, Tottenham Hotspur.
Current workplace
Dylan O'Shea, Cfp®, Csric®, Cpfa®'s current company
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1 role
Dylan O'Shea, Cfp®, Csric®, Cpfa® work experience
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Partner
2 education records
Dylan O'Shea, Cfp®, Csric®, Cpfa® education
Bachelor'S Degree
Loyola University Maryland
FAQ
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What company does Dylan O'Shea, Cfp®, Csric®, Cpfa® work for?
Dylan O'Shea, Cfp®, Csric®, Cpfa® works for Quorum Private Wealth.
What is Dylan O'Shea, Cfp®, Csric®, Cpfa®'s role at Quorum Private Wealth?
Dylan O'Shea, Cfp®, Csric®, Cpfa® is listed as Helping individuals and families organize and optimize their financial planning | CFP® | CSRIC® | Husband & Dad | Teach For America Alum | Soccer enthusiast at Quorum Private Wealth.
Where is Dylan O'Shea, Cfp®, Csric®, Cpfa® based?
Dylan O'Shea, Cfp®, Csric®, Cpfa® is based in New York City Metropolitan Area, United States, United States while working with Quorum Private Wealth.
What companies has Dylan O'Shea, Cfp®, Csric®, Cpfa® worked for?
Dylan O'Shea, Cfp®, Csric®, Cpfa® has worked for Quorum Private Wealth.
How can I contact Dylan O'Shea, Cfp®, Csric®, Cpfa®?
You can use AeroLeads to view verified contact signals for Dylan O'Shea, Cfp®, Csric®, Cpfa® at Quorum Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Dylan O'Shea, Cfp®, Csric®, Cpfa® attend?
Dylan O'Shea, Cfp®, Csric®, Cpfa® holds Master'S Degree from Johns Hopkins University.
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