January 28, 2015 7:23 AM 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
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 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.

Dynasty Financial Partners Appoints Paul Metzger as Chief Technology Officer

Dynasty Financial Partners appointed Paul Metzger as Chief Technology Officer (CTO) reporting to Dynasty Co-Founder & Chief Operating Officer Ed Swenson. Based in New York, Mr. Metzger's responsibilities will include expanding and enhancing the Dynasty technology offering that will provide Dynasty and its network of advisors with further integrated, efficient, and effective technology. Metzger has over 25 years of experience working in technology space related to financial services. Most recently he worked at Neuberger Berman from 2008 -- 2013 in various senior technology roles. He has been a consultant to the financial services industry since May 2013. Metzger will lead the initiative to launch Dynasty Desktop: an innovative technology offering for independent RIAs that will provide functionality and integration across the full spectrum of RIA practice areas including client and relationship management, planning, workflow, reporting, portfolio management, business analytics, research, and practice management. The cloud-based interface will allow RIAs to manage their clients and business anywhere, anytime, on any device.

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