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February 12, 2016 8:17 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

Phone:

212-373-1000

Fax:

212-373-1050

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
Partner and Head of Network Development
Compensation as of Fiscal Year 2015.

Dynasty Financial Partners, LLC Key Developments

Dynasty Financial Partners Hires Jeremy Zoladz as Vice President, Relationship Management in Chicago; Opens New Office in Chicago Loop

Dynasty Financial Partners announced that it has hired Jeremy Zoladz as a Vice President, Relationship Management in Chicago, reporting to Senior Vice President John Sullivan. In this new position, Mr. Zoladz will work with Dynasty Network Advisors in the Central Division on business planning and practice management. Mr. Zoladz joins Dynasty Financial Partners from Morgan Stanley where he was a Corporate Retirement Director, Institutional Consultant at Graystone Consulting since 2012. The firm also announced it is opening a new office located in the Chicago Loop. One-third of Dynasty's Network Advisors are located in the Central states which includes the upper Midwest, South to Texas and West to Colorado.

Dynasty Financial Partners Teams with YCharts

Dynasty Financial Partners and YCharts reported that YCharts will now be an integrated offering through Dynasty's proprietary advisor Desktop. The Dynasty Desktop is a fully integrated desktop customized for high end, independent, financial advisors that provides a full suite of client engagement, financial planning, investment management, research, and business management tools. Dynasty Financial Partners continues to innovate in the Independent RIA Space and continues to refine and expand the Dynasty Desktop capabilities. The addition of YCharts gives financial advisors the power of an institutional level platform. YCharts enables advisors to monitor the macro environment with their database of 400,000+ economic indicators, add visualizations of data for 20,000+ US/Canadian listed companies, and 40,000+ funds. The Dynasty Desktop provides Dynasty's Network of independent financial advisors a next generation workstation providing a seamless single sign-on point of entry.

Dynasty Financial Partners Announces Management Appointments

Dynasty Financial Partners announced that Jason Pinkham, one of the founders of Dynasty Financial Partners, has been promoted to Director of Relationship Management and Transition Services, reporting to Shirl Penney, CEO of Dynasty. In addition, Stan Gregor, formerly the Head of Cantor Fitzgerald Wealth Management, is joining Dynasty as Director of Network Development Eastern Division, reporting to Tim Bello, Head of Network Development. Mr. Pinkham will be responsible for transition and relationship management in three divisions: Eastern - based in NYC, Midwest - based in Chicago and Western - based in San Francisco.

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