Dynasty Financial Partners
Executives
View the org chart displaying its 50 main executives
Most searched biographies at Dynasty Financial Partners
- Shirl Penney, President, Chief Executive Officer and Director
- Todd Thomson, Director
- John Seifert, Director
Popular executive movements at Dynasty Financial Partners
- Fei Xue, Senior Vice President, Investments, has left the company (posted on April 19 2024).
- Samantha Sullivan who was Senior Vice President, Platform Operations, becomes Director of Operations (posted on September 15 2023).
- Andrew Marsh has joined the company as Vice Chairman of the Board (posted on September 15 2023).
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Financial Services
Dynasty Financial Partners has 3,607 competitors including American Express (United States (USA)), MasterCard (United States (USA)) and Stone Ridge (United States (USA)).
Popular M&A news in Financial Services
- Agora Data has just announced a $200 Million fundraising (posted on April 25 2024).
- Monad Labs has just announced a $225 Million fundraising (posted on April 22 2024).
- Kraken has announced the acquisition of TradeStation Group (posted on April 22 2024).
Popular contacts in Financial Services
News
Press releases by Dynasty Financial Partners
- Dynasty/F2 white paper makes the case for smaller RIAs to use a shared back office
- Dynasty Financial Partners helps $550M Merrill Lynch go independent
- More local advisers go independent with Dynasty - Birmingham Business Journal
- What's in an acronym? Advisors name their favorite designations
- Tools emerge as advisors eye client cash holdings
- Why cash is still king — even with Fed cuts looming
- F2 Strategy and Dynasty Financial Partners White Paper Highlights Technology’s Role in Accelerated Growth and Soaring Valuations
- The bull run and your client’s retirement plan: Where do they go from here?
- Dynasty/F2 white paper makes the case for smaller RIAs to use a shared back office
- When does proprietary tech make sense for RIAs?
- View more press releases Close
Social media about Dynasty Financial Partners
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Get in Touch
Contact by email its executives including Justin Weinkle 
Call Dynasty Financial Partners at +1 212...
