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

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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

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Growth

T...
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Network Development

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Investment

B...
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Implimentation

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Co-Head, Investment Banking

S...
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Co-Head, Investment Banking

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Investments

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Investments

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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

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Engineering

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Platform Operations

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IT

Z...
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Technology

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Administration

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Talent, Dynasty Network

M...
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Product

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Product Admin

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Product

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Chief of Staff

J...
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HR

A...
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Special Projects

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Institute Adaptive Leadership

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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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