Dominick Delvalle

Dominick is our Portfolio Operations Associate. He works closely with the financial analyst to maintain and rebalance client portfolios and keeps a close eye on trades to make sure everything stays on track. What Dominick enjoys most about his role is the constant learning, whether it’s understanding how the company operates or getting a broader view of the financial world. He’s genuinely curious and always looking to grow.

He’s been part of the team since 2023, starting as a summer intern and returning each year before stepping into his current role. Dominick is currently finishing up his degree in Finance at Florida Atlantic University and is set to graduate in August 2025. He also holds his Securities Industry Essentials (SIE) license, which has helped him build a strong foundation in the financial services industry.

Outside of work, you’ll probably find him at the gym, listening to music, or diving into a good book, especially ones about physical education or philosophy. He’s all about staying active and keeping his mind sharp.

What does legacy mean to you?

For Dominick, “what comes to mind when I think about legacy is the stories passed down from generation to generation, remembering not only success but hardships when reaching a goal that is bigger than themselves.”