Dynasty Financial Partners News and Activities
Executives
View the org chart displaying its 53 main executives
Most searched biographies at Dynasty Financial Partners
- Shirl Penney, President, Chief Executive Officer and Director
- Todd Thomson, Director
- Sam Levinson, Director
Popular executive movements at Dynasty Financial Partners
- Kenneth Hoffman has joined the company as Managing Director, Head of Dynasty Consulting Group (posted on July 13 2026).
- Kevin Monaco, Senior Business Development Executive, has left the company (posted on February 23 2026).
- Karim Simplis has joined the company as Director of Private Markets (posted on November 19 2025).
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Financial Services
Dynasty Financial Partners has 4,154 competitors including Fidelity (United States (USA)), USAA (United States (USA)) and American Express (United States (USA)).
Popular M&A news in Financial Services
- Aditya Birla Renewables has announced the acquisition of Sprng Energy (posted on July 14 2026).
- B Capital Group has announced the acquisition of Russell Investments (posted on July 14 2026).
- Databento has just announced a $97 Million fundraising (posted on July 13 2026).
Popular contacts in Financial Services
News
Press releases by Dynasty Financial Partners
- 'A Shared Vision:' How RIAs Are Making Internal Successions Happen
- Migrating to Florida? Here are the biggest financial benefits – and risks!
- Celebrating 250! More advisors discuss what going independent really taught them
- Dynasty taps ex-MLB player Matt LaPorta for sports investing push
- Dynasty partner RIA Evertern Wealth expands family office platform with Vontobel deal
- Former Major League Baseball Star Turned Finance Executive and Entrepreneur Matt LaPorta Joins Dynasty Financial Partners as Executive-In-Residence
- Dynasty Elevates Allocate for Private Markets for Advisors
- Dynasty launches RIA consulting arm with Optima Group acquisition
- Allocate and Dynasty Financial Partners Expand Partnership to Power Private Market Access and Solutions
- With Upcoming Optima Group Acquisition, Dynasty Financial Partners Formalizes Dynasty Consulting Group — An Enhanced Standard in Strategic Advisory for the RIA Industry
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