Dylan Walsh

Associate, Investor Data Coordinator

Dylan Walsh joined PPB Capital Partners in 2023 as an Associate, Investor Data Coordinator. He has several years of experience in project implementation and software, specializing in data management, data cleaning and data readiness. At PPB, Dylan oversees the launch of the firm’s digital wealth advisor interface, the PPB platform. He will lead the charge of the data onboarding processes for the firm’s wealth advisor partners.

Prior to joining PPB, Dylan worked as an implementation and support specialist at DDI/Advantive. He was responsible for onboarding new clients to the Inform software platform and provided support to existing clients.

Dylan resides in Barnegat, N.J., where he was born and raised. Outside of the office, he enjoys traveling, spending time with friends and family and is an avid technology enthusiast. Dylan received a Bachelor’s degree in Marketing from West Chester University and an additional Bachelor’s degree in Computer Science from Stockton University.