Team

Bernard Dzata
Associate Director
Institutional Client Advisor

Mr. Dzata is an Associate Director and Institutional Client Advisor at Angel Oak Capital Advisors. As an institutional client advisor, Mr. Dzata serves the investment, portfolio management, and capital markets needs of institutional clients. His responsibilities include building long-term relationships with institutional investors and delivering investment capabilities across the Angel Oak Capital Advisors investment platform. He has depth of experience in asset management, alternative investments, capital raising and corporate development.

Mr. Dzata previously served as Regional Director of the Northeastern Region for Angel Oak Capital Advisors, leading capital raising efforts and portfolio modeling for institutions and intermediaries. Before joining Angel Oak Capital Advisors, Mr. Dzata served as an investment advisor at Nicholas Hoffman and Company, a multi-family office. He assisted in development of the private market platform and advised family offices and institutions on investment strategy and balance sheet structuring. Mr. Dzata began his career at Morgan Stanley, delivering bespoke investment strategies for family offices and endowments.

Mr. Dzata holds a B.A. in Economics with a minor in International Finance from Emory University.

 

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