Meet our Quorum
Dylan O’Shea
Dylan O’Shea launched Quorum Private Wealth’s East Coast office in 2022.
After 10+ years at Merrill Lynch, Dylan wanted to take a more client-centric approach to wealth management. His vision for helping clients achieve meaningful outcomes aligned with what Quorum’s founding team set out to build, leading Dylan to join the firm as a partner.
Dylan’s passion for financial planning and education runs deep; he’s seen first-hand how having a plan in place can benefit families. And it’s important to him that his clients understand the plan and how their finances align with their life and goals.
Dylan started his career with Teach for America in Baltimore before pivoting to Wealth Management; he now serves on the board of Teach for America New Jersey.
Insights from Dylan O'Shea
How to invest in an index
You hear about the importance of a diversified portfolio; there are several ways to invest in a diversified bucket of stocks. The most common include mutual funds, exchange-traded funds (ETFs), and direct indexing.
Investment accounts: Do you have a tax strategy?
There's more to diversification than asset classes. We also want to consider the type of accounts you keep your assets in. This can lead to tax benefits.
Medicare, explained
Healthcare is one of the biggest and most unpredictable costs in retirement, making Medicare a critical part of planning for your future.
What drives our Quorum?
You want to work with a financial advisor you trust. Part of that is getting to know why we do what we do—how we came to be financial advisors.
If you’re turning 65, watch this
Older Americans get bombarded with Medicare-related promotional material—some of it fully legitimate. But the inherent complexity can make it harder to spot a scam.
Dylan O'Shea reached out to Cole Craven, Co-Founder of Move Health, to answer all of your most pressing Medicare-related questions.
