Managing Director, Co-Head of Relationship Management
Mr. Zoladz and the relationship management team are responsible for the ongoing partnerships with the Dynasty Network advisors. Prior to joining Dynasty, he was an Institutional Consultant and Corporate Retirement Director with Graystone Consulting, a business of Morgan Stanley. Before that, he was with Morgan Stanley Smith Barney. During his tenure, he assisted financial advisors with financial, retirement, and wealth planning strategies and was also involved in business development and the hiring, training, and growth of new financial advisors. He began his career as a Financial Advisor at Morgan Stanley. Mr. Zoladz received a BA in economics from DePauw University and an MBA from The Ohio State University. He has also earned the Chartered Retirement Plans SpecialistSM designation from the College for Financial Planning.