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Organizational Chart of Dynasty Financial Partners
Dynasty Financial Partners Org Chart
www.dynastyfinancialpartners.com
has 54 executives
+1 212 373 1000
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CEO
Shirl Penney
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Chairman of the Board
Harvey Golub
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Director
Jerrold Eberhardt
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Director
Avery Johnson
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Director
Vidur Khatri
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Director
Sam Levinson
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Director
John Seifert
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Director
Todd Thomson
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Vice Chairman & Core Services
A...
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CFO
Justin Weinkle
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Finance
C...
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COO
Marc Hineman
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BusDev, Northeast
B...
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BusDev, Southeast
S...
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Operations
S...
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BusDev
J...
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Central
J...
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BusDev, West
T...
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Client
G...
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Co-Head, Service & Transitio...
C...
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Platform Operations
M...
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Relationship Management
E...
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Growth
T...
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Network Development
C...
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Investment
B...
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Implimentation
M...
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Co-Head, Investment Banking
S...
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Co-Head, Investment Banking
H...
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Investments
J...
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Investments
P...
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Legal & Governance
J...
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Legal
C...
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Marketing
G...
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PR & Comms
S...
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Community Mktg
N...
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Network Mktg
C...
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Marketing
B...
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CTO
L...
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Transitions
L...
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Engineering
V...
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Platform Operations
E...
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IT
Z...
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Technology
C...
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Administration
J...
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Talent, Dynasty Network
M...
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Product
J...
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Product Admin
P...
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Product
T...
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Chief of Staff
J...
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HR
A...
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Special Projects
B...
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Institute Adaptive Leadership
C...
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Compliance
A...
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Account Management
A...
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Updated May 15, 2025
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