Dynasty Financial hired a former vice president from Morgan Stanley's Graystone unit to help in the firm's regional expansion plans, Dynasty said.
Jeremy Zoladz, Dynasty’s new vice president of relationship management, will work with advisors on business planning and practice management, and will report to John Sullivan, the firm’s senior vice president.
“We have had significant expansion in the central division with the addition of some fast-growing teams in Chicago and St. Louis in 2015 and we have a robust pipeline in 2016,” Sullivan said in a press release.
The new office will be in the Chicago Loop, the firm said. Shirl Penney, president and CEO of Dynasty, expressed expectations for rapid growth in 2016 in the firm's Central Division to continue.
Zoladz has 17 years’ experience in wealth management, high-net-worth and institutional consulting, according to the firm. Before Graystone, Zoladz worked about eight years with Smith Barney. He also had done an earlier stint with Morgan going back to 1998.
In October 2015, Dynasty promoted Jason Pinkham, one of the founders of the firm, as director of Relationship Management and Transition Services. Stan Gregor joined as director of Network Development from Cantor Fitzgerald Wealth Management.
- Ex-$2B UBS Advisor Goes Indy to be More 'Nimble'
- $200M Team Leaves UBS for Steward Partners
- CEO Path Blocked, Fleming Departs Morgan Stanley
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access