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April 25, 2015 6:10 PM ET

Internet Software and Services

Company Overview of Dynasty Financial Partners, LLC

Company Overview

Dynasty Financial Partners, LLC provides investment and technology platforms for independent financial, investment, and wealth management advisors. The company’s solutions include open-architecture technology platform comprising contact management and financial planning systems, investment analytics technologies, proposal generation, multi-source institutional investment research, data aggregation and performance reporting systems, and custodial services. Its solutions also include open-architecture wealth management platform that covers traditional capital markets, institutional quality traditional and alternative investment manager research, separately managed funds, estate and trust capab...

1330 Avenue of the Americas

39th Floor

New York, NY 10019

United States

Founded in 2010





Key Executives for Dynasty Financial Partners, LLC

Chief Executive Officer, President, Partner and Director
Co-Founder, Chief Operating Officer, Partner, Director and Member of Investment Committee
Chief Financial officer and Partner
Chief of Staff
Senior Vice President of RIA & Transition Services
Compensation as of Fiscal Year 2014.

Dynasty Financial Partners, LLC Key Developments

Dynasty Financial Partners Announces Partnership with Mosaic Family Wealth

Dynasty Financial Partners announced its partnership with Mosaic Family Wealth to leverage Dynasty Financial Partners' platform of integrated wealth management services and technology. Mosaic will leverage Dynasty's innovative and award winning integrated platform of wealth management services. These services will include Dynasty's CORE services of integrated back and middle office operations and technology support and service. They will also leverage Dynasty's investment offerings including Dynasty's turnkey asset management platform that includes institutional SMA research, cutting-edge UMA capabilities and robust access to alternative investment solutions. In addition, Mosaic will benefit from access to Dynasty's open architecture approach on capital markets, investment banking, insurance, and lending solutions for their high net worth and institutional clients.

Dynasty Financial Partners Announces Executive Appointments

Dynasty Financial Partners announced the addition of two new executives: Kara Valentine as Director of Marketing and Janessa Biller as Vice President, Relationship Management. Kara Valentine joins the firm with over 20 years experience in marketing specifically driving new business development through effectively developing and implementing marketing strategies and tactics. She will report to Shirl Penney, President and CEO of Dynasty. She joins the firm from U.S. Trust, Bank of America Private Wealth Management where she was a Senior Vice President, Divisional Marketing Executive. As part of this move, David Westcott will now be a dedicated resource partner for Dynasty's network of advisors. Reporting to Ed Swenson, COO of Dynasty Financial Partners, Janessa Biller will provide operational support to the firm's independent advisors. Ms. Biller joins the firm from Goldman Sachs where she was Vice President, Prime Brokerage Client Services, Securities Division since 2011.

Hollywall Entertainment, Inc. Announces Advisory Agreement with Dynasty Financial Partners, LLC

Hollywall Entertainment, Inc. announced advisory agreement With Dynasty Financial Partners, Llc. Hollywall Entertainment, Inc. has engaged Dynasty Wealth Management, the wealth management division of Dynasty Financial Partners, LLC to provide financial consulting and strategic advice as they grow their media and entertainment platform.

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