Dylan Gonsalves
Richmond
Summary
Driven financial services professional with five years of wealth management and institutional trading experience. Entered the industry in 2021 after discovering the markets during COVID. Seeking an opportunity to utilize the skills gained and earned as an analyst and trader to build relationships as an advisor.
Overview
5
5
years of professional experience
Work History
Senior Trader
Vestmark Inc.
10.2025 - Current
- Started in October 2025 after our business unit at Natixis was sold to Vestmark. Responsible for trading equities and mutual funds for a variety of client accounts at different sponsor firms. Majority of trading is block trading and file-based trading with some individual stock trades using different strategies and algorithms to execute. Leader on the desk with experience on multiple trading platforms.
- Mentored junior traders, fostering skill development and best practices in trading methodologies.
Equity Trader
Natixis Investment Managers Solutions
10.2022 - 10.2025
- Started in October 2022 in the San Francisco office with the UMA group, trading equities and mutual funds for client accounts. Responsible for trading and keeping accounts in good order. Responsible for trading approximately half of the $1B in new assets in new accounts per month, in addition to trading cash changes (withdrawals, deposits, allocation changes) and model changes. Focused on maintaining and trading a number of models across client accounts.
- Equity model assets range from $300k to $500mm, and the strategies range across styles, sectors, capitalization, domestic/international/global and approaches. Responsible for trading with extreme attention to detail, being mindful of short and long-term gains/losses, tax implications, liquidity, and restrictions, due to corporate actions, and wash sales. Role is very fast-paced, time-sensitive, and requires a strong ability to multi-task and stay organized under intense pressure daily.
LPL Registered Sales Assistant
FB Investment Services, a division of Fremont Bank
03.2021 - 10.2022
- Assisted in the investment management of the $200mm fee-based and model-based book of business for a financial advisor at the firm. Co-managed 20-30 individual and ETF/Mutual Fund models, assisting with stock selection, fund selection, and allocation of the models into client accounts, using anywhere from 1-5 models in an account depending on size. Responsible for implementing model changes in client accounts and trading all client accounts via block trading. Utilized Refinitiv and firm tools to conduct research on the economy, geopolitics and into publicly traded companies. Engaged with clients to discuss markets with Advisor. Generated performance reports for Advisor in preparation for client meetings. Met together with clients to discuss portfolio performance and holdings.
Education
B.S. - Business Administration
Cal Poly ,San Luis Obispo
San Luis Obispo, CA06-2014
Skills
- Equity Trading
- Vestmark
- Excel
- Factset
- Bloomberg
- Refinitv
- ClientWorks
- Communication
- Email (Outlook)
- Client Communication
- Teamwork
- Equity Research
- Highly analytical mindset
- Critical thinking
- Relationship building
- Client relations
- Professionalism
- Leads prospecting
Accomplishments
Passed CFA Level 1, SIE, Series 7, Series 66
Affiliations
San Francisco Security Traders Association
CFA Society San Francisco
Timeline
Senior Trader
Vestmark Inc.
10.2025 - Current
Equity Trader
Natixis Investment Managers Solutions
10.2022 - 10.2025
LPL Registered Sales Assistant
FB Investment Services, a division of Fremont Bank
03.2021 - 10.2022
B.S. - Business Administration
Cal Poly ,San Luis Obispo
Outside of Work
- Spend most time with wife, newborn son and dog, but for free time spent researching and reading about stocks, reading finance books, golfing or going to the beach.
- Love to food travel, internationally and locally. Always looking for a great new place somewhere here in the Bay Area. Originally from Alamo, CA near Walnut Creek in the East Bay.