Joe D'agostino
About Joe D'agostino
Joe D'agostino serves as the Head of Investment Platform and Product Strategy at Dynasty Financial Partners, where he focuses on technology development and best practices within the Dynasty Network. He has extensive experience in wealth advisory and investment management, having held senior roles at Morgan Stanley, American Century Investments, and WestEnd Advisors.
Current Role at Dynasty Financial Partners
Joe D'agostino serves as the Head of Investment Platform and Product Strategy at Dynasty Financial Partners since 2020. In this role, he contributes to the development of proprietary technology and the sharing of best practices within the Dynasty Network. He plays a key role in providing M&A support to firms seeking to grow inorganically or plan for succession. D'agostino focuses on supporting advisors who are expanding their firms by maximizing the benefits of having Dynasty as their growth partner. His efforts are aimed at fostering strategic and cultural partnerships with Network firms to enhance their enterprise value and accelerate growth.
Professional Background in Wealth Advisory and Investment Management
Joe D'agostino has a diverse background in wealth advisory and investment management. He previously worked at Morgan Stanley in various capacities, including Managing Director and Head of Investment Products from 2007 to 2012, and as a Senior Vice President and Branch Manager from 1987 to 2005. His experience also includes a role as Partner and Chief Operating Officer at WestEnd Advisors, LLC from 2015 to 2019, and as Senior Vice President at American Century Investments from 2012 to 2015. This extensive experience positions him to help professionalize and scale operations at Dynasty Financial Partners.
Educational Qualifications
Joe D'agostino holds an MBA from Columbia Business School, where he studied Marketing and Finance. He also earned a BA in Philosophy and Economics from the College of the Holy Cross. His educational background provides a strong foundation for his roles in investment strategy and financial management.
Advocacy for Financial Education
As part of his role at Dynasty Financial Partners, Joe D'agostino advocates for financial education and literacy across the country. He emphasizes the importance of financial knowledge and aims to empower individuals and firms through educational initiatives.