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Company Overview of Dynasty Financial Partners, LLC
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
New York, NY 10019
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
Founder and Director of Relationship Management & Transition Services
Chief Financial officer and Partner
Senior Vice President and Director of Marketing
Compensation as of Fiscal Year 2016.
Dynasty Financial Partners, LLC Key Developments
Matthew Marsh to Join Dynasty Financial Partners as Director of Investment Solutions
Aug 24 16
Dynasty Financial Partners announced that Matthew Marsh will join the firm as Director of Investment Solutions. Mr. Marsh will be responsible for leading investments solutions in the Western and Central Divisions for Dynasty’s Advisory Firms, including the Dynasty TAMP, portfolio model management and rebalancing, SMA and UMA solutions, hedge funds, private equity, and capital markets. Mr. Marsh will work closely with Scott Welch, Chief Investment Officer, and Michael Moriarty, Director of Investment Platforms, to provide Dynasty's network of Advisory Firms with technology and research to solve clients' investment needs. He will report to Todd Thomson, Dynasty Financial Partners' Chairman who also chairs Dynasty’s Investment Committee. He will split time between Dynasty’s San Francisco and Chicago corporate offices. Mr. Marsh will build on Dynasty's success as a leading Turnkey Asset Management Program (TAMP) investment platform for independent advisors.
Dynasty Financial Partners Unveils Core Value Pillars
Aug 11 16
Dynasty Financial Partners unveiled its proprietary Core Value Pillars: seven pillars that outline their expanded services and offerings. The Dynasty Network is comprised of advisors who have recently made their way to independence from the wire-houses or IBD’s, as well as a growing number of existing RIA's who were looking for an integrated partner to drive their next phase of growth and a community of like-minded elite advisors to join. When an independent firm is powered by Dynasty, the advisors continue to own and operate their own business while having access to the scale, intellectual capital, practice management, proprietary desktop technology, and an advisory community of a much larger firm and network. Dynasty’s Core Values Pillars that are provided to support each Network firm’s growth include: Dynasty Community includes Dynasty’s Annual Summit, Regional Peer Events and Education Series. Dynasty Technology includes a proprietary advisor platform the Dynasty Desktop, custom-designed CRM, billing, financial planning; performance reporting, and Dynasty digital client solution including the Dynasty client portal and Dynasty iPhone App. Dynasty Finance includes P&L budgeting & capital sourcing, bookkeeping, mergers & acquisitions support, and succession planning and structuring. Dynasty Investments/Operations includes investment research and consulting, research center and analytical tools, Dynasty TAMP and Capital Markets/Investment Banking. Dynasty Marketing includes brand/marketing strategy, communications, client experience and digital marketing. Dynasty Compliance includes legal structure & governance, RIA Registration and Licensing, Dynasty Compliance Services and Network compliance support. Dynasty Practice Management includes business design & consulting, implementation & transition services, dedicated regional management and business operations.
Dynasty Financial Partners Appoints David P. Wiener as Senior Vice President, Director of Network Development - Western Division
Jun 7 16
Dynasty Financial Partners announced that David P. Wiener will join the firm as Senior Vice President, Director of Network Development - Western Division. Mr. Wiener will build on the firm’s success as a leading wealth management platform for independent advisors and will report directly to Dynasty Financial Partners’ CEO Shirl Penney. Mr. Wiener will be based in Dynasty’s San Francisco office. In this role, Mr. Wiener will work closely with Stan Gregor, the head of East Coast network development, in building out the Dynasty footprint. At UBS, he served as Regional Director for the Southwest and then the Northwest Region. Most recently, Mr. Wiener was the Managing Director in charge of Silicon Valley. In prior roles, he led the Greater Texas Market and the Utah/Idaho Complex. Mr. Wiener began his career at Merrill Lynch, where he served as a Chairman's Club Financial Advisor and Branch Manager.
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