Dennis Koleda
Client AssociateDennis Koleda is a Client Associate at Family Management Corporation, having joined the firm in September 2024. Before this role, he spent two years at Janney Montgomery Scott in their Private Client Group, where he focused on client service, wealth planning, and investment strategies. Dennis holds his Series 7 and 66 licenses, along with New York Life and Health Insurance licenses. In 2024, he earned the Accredited Wealth Management Advisor (AWMA®) designation. He graduated with a Bachelor's degree in Psychology from Palm Beach Atlantic University.
