Dylan Isaacs

Regional Director

Dylan is the Regional Director for the West Coast, where he supports our existing Partner Firms, as well as recruiting new teams to the Sanctuary network. He joined Sanctuary after seven years with UBS Wealth Management, including the past four as a Director and Assistant Market Head for the Atlanta Market. Additionally, he co-led the day to day business of the Atlanta Buckhead branch, one of the largest offices at UBS.

Dylan began his career with UBS in a two year rotational analyst program that provided exposure to multiple areas of the firm, including Capital Markets, the Wealth Advice Center, Banking, an advisor in New York City, the Western Division Leadership Team, and the New York City 1285 Branch Management Team. Following the program, Dylan spent nearly two years on the Municipal Fixed Income Sales Desk, providing advice, portfolio management, and execution to advisors and clients.

He is a proud graduate of The Pennsylvania State University with a Bachelor of Science in Finance from the Smeal College of Business. Dylan and his wife Emily reside in Santa Monica, California with their Bernese Mountain Dog, Sophie.

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Pershing Transition PDFs

Pershing Program Pershing Dreyfus Fund Comparison Prospectus – Administrative Shares Prospectus – Institutional Shares Prospectus – Dreyfus Cash Management Funds Prospectus – Dreyfus Cash Management Funds Pershing Customer Fees