Michael D'agostino
About Michael D'agostino
Michael D'Agostino serves as the Senior Vice President of Managed Accounts and Investment Operations at Dynasty Financial Partners, a position he has held since 2014. He has a background in Business Finance from Delaware Valley University and previously worked at J.P. Morgan.
Work at Dynasty Financial Partners
Michael D'agostino has held the position of Senior Vice President - Managed Accounts and Investment Operations at Dynasty Financial Partners since 2014. In this role, he oversees the management of client accounts and investment operations, contributing to the firm's strategic initiatives. His tenure at Dynasty spans a decade, during which he has played a significant role in enhancing operational efficiencies and client service.
Previous Experience at J.P. Morgan
Prior to joining Dynasty Financial Partners, Michael D'agostino worked at J.P. Morgan as an Assistant Vice President - Client Service Account Manager. He served in this capacity from 2007 to 2014, where he was responsible for managing client accounts and ensuring high levels of service. His experience at J.P. Morgan provided him with a solid foundation in client relations and account management.
Educational Background
Michael D'agostino completed his Bachelor’s Degree in Business Finance at Delaware Valley University, studying from 2002 to 2006. His education provided him with essential knowledge and skills in finance, which he has applied throughout his career in the financial services industry. He also attended Cornwall Central High School and Ridgewood High School, where he laid the groundwork for his academic and professional journey.