Jeremy Zoladz '98 Joins Dynasty Financial Partners as VP

January 20, 2016

Jeremy W. Zoladz, a 1998 graduate of DePauw University, is joining Dynasty Financial Partners as vice president, relationship management. He will be based in the Chicago office of the company, which describes itself as "the industry-leading platform of integrated wealth management services and technology for independent advisors."

Zoladz comes to the firm from Graystone Consulting, a business of Morgan Stanley, Morgan Stanley, where he was vice president and institutional consultant. Prior to that he served in many roles for Morgan Stanley Smith Barney. In his new roles, "Zoladz will work with Dynasty Network Advisors in the Central Division on business planning and practice management," notes today's announcement.

"At Dynasty, we seek to add professionals who can work closely with our advisory teams on client and prospect meetings," says John Sullivan, senior vice president. "Jeremy has the deep client experience that will add significant value to our Network Advisor teams."

An economics and management major and Management Fellow at DePauw, Jeremy Zoladz earned an M.B.A. from Ohio State University.

Read more at Yahoo! Finance.

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