Dylan Primozich
Junior Portfolio Manager at Waveform Wealth Partners | St Paul, Minnesota, United States
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Dylan Primozich is a dedicated Junior Portfolio Manager at Waveform Wealth Partners, where he plays a pivotal role in managing and optimizing discretionary portfolios exceeding $450 million for a diverse client base of over 75 high-net-worth individuals. In his current capacity, Dylan leverages his strong foundation in financial analysis, valuation, and equity research to support the firm’s investment strategies. His expertise in conducting rigorous due diligence and comprehensive equity research enables him to identify compelling investment opportunities across various asset classes, including equities and fixed income.
Dylan is actively involved in executing over 40 trades weekly, meticulously ensuring compliance with investment guidelines while striving to minimize transaction costs and enhance portfolio performance. His keen attention to detail and strategic approach to portfolio management contribute to delivering consistent, high-quality results for clients. Additionally, Dylan authors weekly market commentary that enhances internal stakeholder engagement and fosters transparency, providing valuable insights into market trends and investment outlooks.
His skill set encompasses strategic communications, crisis management, and problem-solving, which are essential in navigating volatile markets and adapting investment strategies accordingly. Dylan’s passion for delivering high-caliber results is complemented by his ability to synthesize quantitative data with qualitative insights, supporting informed decision-making. As he continues to grow within Waveform Wealth Partners, Dylan remains committed to leveraging his expertise in financial services and investment management to drive value for clients and contribute to the firm’s reputation for excellence in wealth management.
Junior Portfolio Manager at Waveform Wealth Partners in March 2025 to Present
Student Equity Analyst at Maverick Fund in August 2024 to December 2024
Financial Services Intern at MD Financial (US) in May 2024 to August 2024
Sales Associate at Menards in January 2024 to April 2024
Dispatcher for the City of Minneapolis at BlockByBlock in May 2023 to August 2023
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Minnesota State University, Mankato, Bachelor of Science - BS, July 2026
Minnesota State University, Mankato, Certificate, July 2026
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Trading Strategies
Risk Management
Team Leadership
Interpersonal Communication
Statistical Modeling
Due Diligence
Equity Research
Presentation Skills
Ratio Analysis
Busines Analytics
Tableau
SQL
Data Modeling
Securities Regulation
Economics
Debt intstruments
Equity Investments
Options
Customer Accounts
Regulatory Ethics
Tax and Yields
Interpersonal Skills
Financial Services
Portfolio Management
Investment Management
Presentations
Investment Strategies
Investment Analysis
High Level Of Accuracy
Communication
Sales
Data Analysis
Business Analysis
Investments
Investment Banking
Crisis Management
Teamwork
Strategic Communications
Microsoft PowerPoint
Microsoft Excel
Microsoft Word
Multitasking
Problem Solving
Leadership
Financial Analysis
Statistical Data Analysis
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Discover more about Waveform Wealth PartnersWhat is Dylan Primozich email address?
Email Dylan Primozich at [email protected] and [email protected]. This email is the most updated Dylan Primozich's email found in 2026.
How to contact Dylan Primozich?
To contact Dylan Primozich send an email to [email protected] or [email protected]. (updated on May 29, 2025)
What company does Dylan Primozich work for?
Dylan Primozich works for Waveform Wealth Partners
What is Dylan Primozich's role at Waveform Wealth Partners?
Dylan Primozich is Junior Portfolio Manager
What is Dylan Primozich's Phone Number?
Dylan Primozich's phone (218) ***-*269
What industry does Dylan Primozich work in?
Dylan Primozich works in the Financial Services industry.
Dylan Primozich Email Addresses
Dylan Primozich Phone Numbers
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