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July 29, 2015 9:43 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

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
Chief Financial officer and Partner
Chief of Staff
Senior Vice President of RIA & Transition Services
Compensation as of Fiscal Year 2015.

Dynasty Financial Partners, LLC Key Developments

Dynasty Financial Partners Appoints Scott Welch as Chief Investment Officer

Dynasty Financial Partners announced that Scott D. Welch has joined the firm as Chief Investment Officer. Mr. Welch will join Dynasty's Investment Committee and will report to Todd Thomson, Chairman of Dynasty and Head of the firm's Investment Committee. He will work in partnership with Michael Moriarty, Director of Investment Platforms, and Tom Petrone, Director of Capital Markets. Mr. Welchjoins Dynasty from a wealth management consulting firm, UnconstrainedThought, which he founded in 2014. Prior to that, Mr. Welch was a co-founder of Fortigent LLC where he worked as an Executive Vice President and Chief Investment Officer from 1998-2014.

Dynasty Financial Partners Announces Partnership with Cribstone Capital Management to Leverage Dynasty Financial Partners's Platform

Dynasty Financial Partners announced its partnership with Cribstone Capital Management to leverage Dynasty Financial Partners' platform of integrated wealth management services and technology. The company will leverage Dynasty’s fully open architecture platform, with Charles Schwab providing custody services. The team will access Dynasty's groundbreaking investment platform, which includes proprietary research from Wilshire Associates and Callan Associates and Envestnet's portfolio tools and reporting technology, all integrated through the Dynasty Desktop Advisor Portal.

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.

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