Joseph Rizzo

Director, RIA Growth Strategies at Dynasty Financial Partners LLC

Joseph Rizzo

Joseph Rizzo

Director, RIA Growth Strategies at Dynasty Financial Partners LLC

Overview
Career Highlights

Morgan Stanley Global Wealth Management Group
Steward Partners Consulting Solutions LLC

RelSci Relationships

494

Interests

Golf, Snowboarding, Travel, Family

Relationships

Co-Founder at Dynasty Financial Partners LLC

Co-Founder at Dynasty Financial Partners LLC

Chief Investment Officer at Dynasty Wealth Management LLC

Chief Legal & Governance Officer at Dynasty Financial Partners LLC

Head, Investment Solutions-East Coast Division at Dynasty Financial Partners LLC

Director of Network Development, Eastern Division at Dynasty Financial Partners LLC

Director of Wealth Management at Dynasty Financial Partners LLC

Co-Founder at Dynasty Financial Partners LLC

Chief Financial Officer at Dynasty Financial Partners LLC

Chief Technology Officer at Dynasty Financial Partners LLC

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Joseph Rizzo
Director, RIA Growth Strategies at Dynasty Financial Partners LLC
Education
Undergraduate Degree

Chartered in 1895, Northern Illinois University first opened its doors in 1899 as the Northern Illinois State Normal School solely to prepare college-educated teachers. The university has since grown into a world-class university that attracts students from around the globe while still serving the northern Illinois region. We remain deeply committed to preparing teachers and providing an excellent and affordable higher education to Illinois families.

Career History
Director, RIA Growth Strategies
2017 - Current

Dynasty Financial Partners, LLC is a privately-owned limited liability company located in New York City that provides services either directly or through third party contractual arrangements to the investment advisor community. Dynasty is also registered as an investment adviser with the Securities and Exchange Commission as required for certain of its activities. In providing services to investment advisors, unless otherwise stated, Dynasty is not providing investment services or being compensated for rendering investment advice to the advisor and is not functioning as an investment advisor in providing such service. Dynasty conducts its business in accordance with all applicable rules. Registered investment advisors are not permitted to use testimonials which are generally considered to be a statement of a client’s experience with or endorsement of the investment advisor. Any references by a client herein to Dynasty’s services refer or relate to the non-investment advisory services Dynasty provides. In other capacities, such as with respect to its private wealth management business, Dynasty is acting as an investment advisor and in that regard, prohibits the use of testimonials. Unless otherwise expressly stated herein, all references to persons serving as officers, directors or advisory board members refer solely to such persons serving in such capacities for Dynasty Financial Partners LLC.

Executive Director, Advanced Financial Advisor Development
2004 - 2014

Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is a joint venture between Morgan Stanley and Citigroup. On January 13, 2009, Morgan Stanley and Citigroup announced that Citigroup would sell 51% of Smith Barney to Morgan Stanley, creating Morgan Stanley Smith Barney, which was formerly a division of Citi Global Wealth Management. The combined brokerage house has 17,649 financial advisors and manages $1.65 trillion in client assets. Clients range from individual investors to small- and mid-sized businesses, as well as large corporations, non-profit organizations and family foundations. On September 25, 2012, Morgan Stanley announced that its U.S. wealth management business was renamed "Morgan Stanley Wealth Management." The broker-dealer designation for Morgan Stanley Wealth Management will remain "Morgan Stanley Smith Barney LLC.

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