Dylan B. Minor, PhD, MS, CFP®, ChFC, CLU, CIMA

CO-FOUNDER, CHIEF STRATEGIST AND CIO

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Dylan was introduced to the financial services industry in 1990 through his father. Since then Dylan has been helping individual, corporate, and non-profit clients with their wealth management needs. He is professionally trained in retirement planning, estate investment planning, investment consulting, and non-profit investment consulting. Dylan earned the designations of CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from The American College. Additionally, Dr. Minor held the Certified Investment Management Analyst® certification, administered by Investment Management Consultants Association® and taught in conjunction with The Wharton School, University of Pennsylvania from 2006 through 2016.

Dylan graduated summa cum laude from the University of California, Santa Barbara earning a Bachelor of Arts in Mathematics and Economics with a minor in English. He also earned a Master of Science in Business Administration from the Haas School of Business at UC Berkeley. Finally, he was awarded a PhD from UC Berkeley.

As Chief Strategist and CIO at Omega, Dylan has the role of overseeing the management of client assets and financial strategies. He works closely with Omega’s advisors to help create client innovative strategies based on clients’ own unique needs,  goals, and preferences.

As an applied economist, Dylan works at staying on the cutting edge of modern wealth and financial management. The result of his work is a proprietary approach Omega uses dubbed Optimized Wealth Integration®. In short, it is a process of linking strategies across one’s financial needs to have some positive outcomes in both good and bad times. His work is also published in various academic journals and presented at industry and academic conferences. Dylan has held professorships at the Kellogg School of Management at Northwestern University in Chicago and the Harvard School of Business in Boston. He currently is faculty at UCLA (Anderson School of Management) and Columbia University (School of International and Public Affairs).

His research has been featured in a variety of media, including: ABC, Academic minute, CBS, Chicago Tribune, CNBC, Financial Times, Forbes, Fortune, Harvard Business Review, Harvard Business School Working Knowledge, Harvard Gazette, Human Resource Executive, INC.com, NPR (All Things Considered), Quartz, USA Today, Wired, Wall Street Journal, and Washington Post. The Social Science Research Network (SSRN) ranks his research’s impact in the top 1% of scholars.

Dylan conducts a variety of financial workshops and lectures, including continuing professional education for attorneys and accountants. He also provides numerous private client workshops annually. Finally, Dylan presents a variety of custom-tailored workshops to various organizations.

Dylan, his wife Caroline, and black Labrador Zorro first made their way to Santa Barbara in 1995. Dylan and Caroline can be found doing anything from tennis to tea, to enjoying theatre and art or visiting their daughter Julia on the East Coast.