Podcast Center
Video Center
Webcasts
Resource Center
Events
January 31, 2017 at 09:04 AM
Dynasty Financial Partners says it has hired an executive to boost its RIA business: Joseph Rizzo, who most recently worked as president of Steward Partners Consulting Solutions.
Rizzo will lead Dynasty’s mergers and acquisitions for partners and will assist them with other strategies and business development.
“We are delighted to have an executive of Joe’s caliber join Dynasty’s leadership team. His deep experience and track record in the wealth management arena will be invaluable to Dynasty and to our Network Advisors as he works to expand their businesses and lead various growth initiatives,” said President & CEO Shirl Penney in a statement.
Rizzo joined Smith Barney as an advisor in 1993. He was an executive director of Morgan Stanley’s Global Wealth Management division from 2004 to 2014, before joining Steward Partners, where he helped entrepreneurs launch independent wealth management firms.
“Having extensive experience working with some of the industry’s top advisors building practice management and professional development programs, I could not be more excited to be joining Dynasty,” explained Rizzo in a statement. Dynasty “continues to widen the gap as one of the industry’s premier platform services companies to some of the industry’s very best RIAs.”
