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New York, NY

Dylan Portelli

Lead Product Manager

Dylan is a product leader at Compound Planning with a focus on building AI-driven platforms in financial technology. At Compound, he leads the development of infrastructure for modern family offices, using data, automation, and AI to help advisors and families understand and act on their financial picture more clearly. Dylan specializes in products at the intersection of data, automation, and human judgment. He is passionate about using thoughtful product design to simplify complexity and address the challenge of turning dense financial information into tools that drive better decision-making for clients and stakeholders alike. Prior to joi...

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