Meet our Quorum
Dylan O’Shea
Dylan O’Shea launched Quorum Private Wealth’s East Coast office in 2022.
After 10+ years at Merrill Lynch, Dylan wanted to take a more client-centric approach to wealth management. His vision for helping clients achieve meaningful outcomes aligned with what Quorum’s founding team set out to build, leading Dylan to join the firm as a partner.
Dylan’s passion for financial planning and education runs deep; he’s seen first-hand how having a plan in place can benefit families. And it’s important to him that his clients understand the plan and how their finances align with their life and goals.
Dylan started his career with Teach for America in Baltimore before pivoting to Wealth Management; he now serves on the board of Teach for America New Jersey.
Insights from Dylan O'Shea
Medicare, explained
What is Medicare? Medicare is federally funded health insurance for people older than 65, though younger people may
Health insurance when you retire early
When we talk to clients considering early retirement, the first question they ask is almost always: Can I
Mega backdoor Roths, explained
For those with excess discretionary income and a flexible workplace retirement plan, there may be a way to
Dylan O'Shea reached out to Cole Craven, Co-Founder of Move Health, to answer all of your most pressing Medicare-related questions.
If you’re turning 65, watch this
Older Americans get bombarded with Medicare-related promotional material—some of it fully legitimate. But the inherent complexity can make it harder to spot a scam.
These days, it feels like everyone wants FIRE (financial independence, retire early). But one of the big roadblocks to the plan? Healthcare!
