DYNASTY ADVISORS - Key Persons
Job Titles:
- Research Associate, Investment Management and Research
Alex Saulon, CFP® and CDFA™, is a partner at Dynasty Advisors and has been involved in the Financial and Investment Industry since 1998. He is a CERTIFIED FINANCIAL PLANNER™ Professional and a Certified Divorce Financial Analyst®. He focuses on creating financial plans for clients who are looking to transition from career to retirement and ultimately to legacy planning. As a Certified Divorce Financial Analyst™, or CDFA™, he specializes in assisting clients that are going through or contemplating divorce. He can help clients and their attorneys analyze various financial matters and offer advice on projected settlements.
Alex lives in NJ with his wife and his son. In his spare time he enjoys golfing, working out and running long distance obstacle races. He has run 5 Tough Mudder and 5 Spartan Race in the past 4 years. He is a member of the Manalapan-Englishtown Community Alliance Program in his hometown, which is a non-profit organization that raises awareness in Alcohol and Drug abuse.
Education
SUNY Oswego- Bachelor of Science- Major in Business Finance
American College - CFP® Certification Curriculum
Professional Designations, Affiliations, Licenses and Registrations
With over 25 years' experience in the field of insurance planning, B. Jayne Levy has helped to carve out hundreds of life plans for families who have, in turn, come to trust her expertise. Confidentiality, commitment and concern...
With over 25 years' experience in the field of insurance planning, B. Jayne Levy has helped to carve out hundreds of life plans for families who have, in turn, come to trust her experience.
Confidentiality, commitment and concern are the watchwords of her practice. A foreign language teacher by training, Jayne uses her listening skills to hear the immediate needs and future goals of her clients. With a custom questionnaire and computerized program, Jayne drills down to the touchstone of each client's priority. Her innate ability to capture the client's trust gives her confidence to present choices that will make sense to her client. Jayne is an insurance consultant who efficiently wades through all the paperwork, clarifies the policy options, designs a personalized plan and finally looks out for your best interests by supplying favorable insurance solutions.
Jayne has been part of the Dynasty team for approximately three years. Her professionalism has been acknowledged often with client's praise. Dynasty's experienced team will provide the research to support the choices that Jayne can bring to the table. As a seasoned professional, she can provide the utmost service to a select group of clients.
Among Jayne's hobbies are tennis, ping pong and keyboard. Foremost, she enjoys traveling with her husband, Stan, and visiting with her 5 children, their spouses and 15 grandchildren.
Education:
University of Rochester: Bachelor of Arts: Majors in French Language and Literature and Secondary Education
University of Paris: Sorbonne: French Language
Seton Hall University: Spanish Language
Columbia University: Philosophy
Fairleigh Dickinson University: Financial Planning Certificate Program
Professional Designations
Life Underwriter Training Council Fellow℠, LUTCF®
Brad McMillan - Chief Investment Officer
Job Titles:
- Chief Investment Officer
- Managing Principal
Job Titles:
- Managing Principal, Investment Management and Research
Job Titles:
- Vice President, Alternative Investments
Job Titles:
- Administrative Assistant
- Receptionist
Charity joined the Dynasty Advisors' team in our Valley Township office in February 2023. He works with Jeffrey Wolf and Ian Kahil where she is experiencing the true meaning of "Teamwork", which results in the "Dynasty Difference....
Charity joined the Dynasty Advisors' team in our Valley Township office in February 2023. She works with Jeffrey Wolf and Ian Kahil where she is experiencing the true meaning of "Teamwork", which results in the "Dynasty Difference". Charity's focus is providing exemplary customer service to both our clients and teammates.
Charity has worked in a myriad of customer service positions for the last 3 decades, most recently being in the Aviation Industry where she was named "Ambassador" of the FBO (Fixed Base Operation).
In her free time, Charity enjoys her role as "Mother" to her daughter Grace. Both are avid Philadelphia Phillies fans and enjoy their time together at the beach.
Job Titles:
- Portfolio Manager, Investment Management and Research
Job Titles:
- Client Relations Associate
Chris Liebau recently joined the Dynasty team last summer after graduating from Marist College. Over the past year he has experienced what a true team consists of, and what it truly means to work with advisors and their clients to...
Chris Liebau joined the Dynasty team the summer after graduating from Marist College. Over the past two years he has experienced what a true team consists of, and what it means to work with advisors and their clients to achieve their goals.
Chris has grown to establish relationships with clients so that they may have another resource on the Dynasty team. His main priority is to be attentive to the advisors and clients, ready to assist in any way until the task is complete. Chris has been exposed to all facets of a full service financial firm and operations under the direction of the Chief Administrative Officer, gaining experience and knowledge with all products related to insurance and wealth management portfolios.
As a client relations associate, you can count on him to take care of your service needs while interfacing with the advisors on your behalf. Chris takes pride in managing his day filled with operational tasks, client correspondence and follow ups. He is always happy assist with online access to your accounts. Chris fits in perfectly with the firm's philosophy of superior customer service by continually adding client touches, which makes our client experience the "Dynasty Difference".
Bringing a passion for personal finance and investment management, Eric James is driven to work with individuals to help them map out their financial needs and navigate the ups and downs of planning for the future.
As a former Customer Support Manager within the information technology industry, Eric understands the value of building long-lasting and healthy relationships with our valued clients and business partners. As business and technology grow hand in hand, Eric is constantly looking for ways to innovate and fully utilize information technology resources to improve the ways in which we approach the financial planning world. By using powerful analytical tools and the most up-to-date information, Eric is determined to make strong, calculated financial decisions and face issues head on
In his spare time, Eric has taken an interest in exploring the culture and history that span the globe. Often adventurously going out of his way to travel to unique places and try ethnic restaurants.
Education:
Loyola University Maryland
Bachelor of Business Administration with a dual major in Finance and Information Systems, Cum Laude
Professional Licenses and Certifications
Eric Colella works with high net worth individuals and companies to help solve their financial needs, from wealth accumulation to retirement solutions. His extensive experience of 37 years in the financial arena provides the background necessary to help guide his clients in an extremely volatile environment. Eric has also supervised and mentored many financial professionals and has extensive knowledge in suitability and compliance issues.
Eric's technology skills allow him to create investment plans that are designed to mitigate risk with the use of non correlated assets and product selection within their investment profiles.
Education
Queens College - Computer Science Major
Professional Designations, Affiliations, Licenses and Registrations
Job Titles:
- Portfolio Manager, Fixed Income
Ian Kahil has a passion for helping others pursue their financial future through a wide array of options. For both individuals and businesses alike, he works to help them meeting their investment and retirement goals.
Ian Kahil has a passion for helping others pursue their financial future through a wide array of options. For both individuals and businesses alike, he works to help them meet their investment and retirement goals.
In addition ,he is knowledgeable about the benefits of life and health insurance as clients face new opportunities and obstacles in both their lives and that of their family.
Education
The Pennsylvania State University - Bachelor of Science - Energy, Business, and Finance
Professional Designations, Affiliations, Licenses, and Registrations
Jeffrey Wolf has been actively involved in the field of financial planning since he graduated from Bucknell University. He has a passion for helping individuals, professionals and business owners plan for their retirement through means of asset accumulation planning. Through the application of the Dynasty Advisors financial planning process, he helps his clients develop and implement a plan to work towards their financial goals.
Job Titles:
- Vice President, Equity Research
Job Titles:
- Research Analyst, Fixed Income
Job Titles:
- Research Analyst, Real Assets
Job Titles:
- Partner
- Director of Group Benefits
- Partner at Dynasty Advisors LLC
Kevin Hutnik is a partner of Dynasty Advisors and heads up our group benefits division.
Kevin Hutnik is a partner at Dynasty Advisors LLC and heads up our group benefits division. With over two decades of experience, Kevin uses his wealth of knowledge to help business owners navigate the treacherous waters of the group insurance industry and is constantly educating his clients to keep them in compliance with the ever changing rules and regulations.
In addition, Kevin is one of the premier charter fishermen on the Jersey Shore. Capt. Kevin is a USCG Master Captain and when he is not in the office or visiting clients, you can probably find him somewhere in the Atlantic Ocean putting his customers on the meat.
Whether you are looking for sound financial/insurance advice, or an up to the minute fishing report, Kevin Hutnik should be your first phone call.
Professional Designations, Affiliations, Licenses and Registrations
Job Titles:
- Marketing Coordinator
- Marketing Team As a Marketing Events Coordinator
Linda Barny joined the Dynasty Advisors marketing team as a Marketing Events Coodinator in May of 2010.
Linda Barny joined the Dynasty Advisors marketing team as a Marketing Events Coordinator in May of 2010. Linda's main focus is to uphold the firm's philosophy of superior customer service by continually adding client touches which makes our client experience the "Dynasty Difference". Linda works in conjunction with Dynasty's skilled advisors and divisions to build a diverse calendar of educational seminars and client appreciation events for our clients and prospects in and around our 6 office locations. The best part of her day is answering the phone and talking with our clients on a daily basis.
Linda brings over 20 years of hands on experience from building and managing two family owned and operated businesses, enabling her to directly work with clients to help build strong relationships. Prior to that, Linda was employed by New Jersey Transit as a Systems Analyst/Programmer for the Bus Division. Linda's career started as a Systems Operator/Programmer for Cooks Lubricants.
Education
Union County College - Associates in Liberal Arts
Linda is enjoying watching her family grow with her new addition to her family with the role of becoming a grandmother to her precious granddaughter. In her free time, she enjoys going to the gym, yoga, gardening and learning to play pickleball. All you pickle heads look out. She's practicing!
Job Titles:
- Chief Administrative Officer
Margaret Saulon has been in the Financial Services Industry since 1996. She plays an integral part in planning, developing and establishing policies and objectives in accordance with the objectives of our organization. Margaret has multifunctional support responsibilities such as, but not limited to, administrative functions, data communications, human resources services, insurance, office services, etc.
Margaret also provides support and assistance to other functions and operating departments of the organization. She helps maintain a physical working environment that provides a positive, productive climate for operations through consistent follow-up, maintenance and planning.
Education
State University of New York at Buffalo - Bachelors International Business
Fairleigh Dickenson University - Financial Planning Certification Program
Professional Designations, Affilations, Licenses and Registrations
Michael Fish has been working in the Financial Services Field since 2001. Prior to joining Dynasty Advisors, he was a Member of The New York Board of Trade where he executed trades for institutional and retail clients as well as for his own account. Working on trading floor was a fantastic life experience, enabling him to further understand how the financial markets operate on a daily basis.
Mike works hand-in-hand with Alfred Polizzotto III, JD, who is Managing Member of Polizzotto & Polizzotto, LLC, along with being a CERTIFIED FINANCIAL PLANNER™ professional at Dynasty Advisors LLC. Together, they strive to offer their clients a full service firm in regards to long term care, life insurance, disability, trust and financial planning. For small business owners, they also offer group health, life, and disability insurance planning.
When Mike is not in the office or with clients you can find him at the hockey rink where he is a volunteer coach for Jersey Shore Wildcats Hockey Program and the Middletown North Varsity (2015 and 2023 Public B State Champions) and Junior Varsity Hockey Teams as a way of giving back to my community.
Education
Wagner College - Bachelor of Business Administration - Concentration in Finance and Marketing
Professional Designations, Affiliations, Licenses and Registrations
Job Titles:
- Senior Research Analyst, Equity
Peter A. D'Amico, CFP® - As a Philadelphia native, Pete is a CERTIFIED FINANCIAL PLANNER™ professional and has been financial services since 2002 as both an agent and a manager. Pete's focus on business owners and...
As Philadelphia native, Pete is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary (AIF®). He has been financial services since 2002 as both an agent and a manager. Pete's focus on business owners and their families distinguishes him in the industry. Utilizing cutting edge software and technology, he helps his clients plan for the accumulation, management, and distribution of their wealth. He has a vision to help all families navigate their way to the lifestyle they deserve.
Peter currently resides Flourtown, PA with his wife Jessi, and children, Nicholas and Luciana. Pete currently sits on the Board of the Roxborough/Manayunk Conservancy and is also the Board Chair of Youth Action.
Job Titles:
- Senior Research Analyst, Equity
Job Titles:
- Senior Research Analyst, Equity
As a Managing Director, Ronald Lomangino brings passion, drive, and creative strategies to the Dynasty team. His three decades of wealth management experience has given him the vision to create a powerful, independent team of financial specialists.
He is passionate about helping his clients achieve financial independence. He works towards results by coordinating a financial team of specialists around his clients. Together with his clients, he creates a life plan which incorporates risk mitigation, debt management, asset accumulation, income planning and legacy mapping.
Ronald has created a money management philosophy and strategy that has helped make Dynasty Advisors what it is today. He strongly believes that the future for wealth management is a client-driven platform coupled with white glove service. This is the "Dynasty Difference"...We CARE.
Rivaling his passion for his clients and firm is his passion for his family. Married to his high school sweetheart JoAnn, he and JoAnn have two children, Veronica and Joseph. They are heavily involved in mentoring the children of the Marlboro community through sports and education.
Education
Brooklyn College - Bachelor of Science - Major in Business, Management and Finance
Professional Designations, Affiliations, Licenses and Registrations
Job Titles:
- Research Associate, Investment Management and Research
Job Titles:
- Platform Manager, Investment Management and Research
Susan joined Dynasty Advisors in spring of 2023. She previously worked for The Financial Relations Board MWW Group, an investor relations firm. Susan is thrilled to be working with this amazing team. Previously, she planned and...
Susan joined Dynasty Advisors in spring of 2023 and is thrilled to be park of this amazing team. She worked previously for an investor relations firm. She planned and managed investor outreach for clients in various industries and as a liaison with Wall Street, she led client programs, organized industry events, and conducted institutional and private investor targeting. Earlier, Susan worked in the television industry as supervisor of transportation and in theatre where she acted and stage managed for small theatre companies and off-Broadway.
At Dynasty she assists with data management and lending compliance support to our team. In her spare time, she enjoys supporting local community theatre, singing and acting and stage managing, biking and playing tennis.
Education
Brooklyn College - Bachelor of Arts Theatre
Investor Relations Certificate - New York University Continuing Education
Job Titles:
- Senior Research Analyst, Fixed Income
Bud is a Martial Arts - Master 5th Degree Black Belt - Certified Instructor who actively teaches martial arts and self-defense to people of all ages.
William "Bud" James works with individuals and business owners who struggle to get their arms around all of the key financial planning issues facing them now and in the future - from retirement planning, investments, insurance and more.
William Grundig works with individuals and business owners to conservatively and methodically accumulate assets in the working phase of their lives. While in retirement, William works with individuals and business owners to tactically distribute income from their assets designed to last a lifetime.
Retirement income planning has become the critical theme for individuals closing in on retirement. William utilizes a specialized planning tool to guide and prepare clients to make informed decisions regarding their financial future.
William is a founding member of Dynasty Advisors LLC. As an owner, William understands the realities and nuances of operating a business and strategically preparing for retirement. William Grundig, along with Dynasty Advisors, can help retirees and soon to be retirees, determine if their retirement assets will provide sufficient income to last throughout retirement.