Dynasty Financial Partners helps successful advisors build their own businesses and independent advisors achieve their goals

Consulting

Dynasty FP

Dynasty FP's headquarters in New York, NY, United States

Shirl Penney

Carly Cowan

Gordon Abel

Leslie Norman

Jennifer Dorgan

John Sullivan

Marc Hineman

Jeremy Gilbert

Tim Oden

Pam Stross

Tjay Kowalchuk

Bob Shea

Mason Salit

Jonathan Morris

Justin Weinkle

Todd Thomson

Jerrold Eberhardt

Andrew Marsh

John Seifert

Avery Johnson

Harvey Golub

Sam Levinson

This department provides strategic direction and oversight for the organization's overall operations and governance.

Executive Leadership

This department oversees managed accounts, investment operations, and relationship management to ensure effective investment strategies.

Investment Management

This department focuses on providing financial advisory services and capital raising solutions to clients, primarily in the areas of mergers, acquisitions, and restructuring.

Investment Banking

This department focuses on providing practical experience and development opportunities for interns through structured projects and mentorship.

Analyst Program

The Financial Analysis and Management team at Dynasty FP plays a critical role in optimizing the financial health of the firm and its advisors. They are responsible for conducting in-depth financial analyses, overseeing investment strategies, managing billing processes, and providing strategic financial guidance to ensure sustainable growth and profitability. This team's insights enable independent advisors to make informed decisions and achieve their financial objectives.

Financial Analysis and Management

This department oversees strategic direction and decision-making for the organization.

Dynasty FP

Org chart

Board & advisors

Teams

Executive Leadership

Investment Management

Investment Banking

Analyst Program

Financial Analysis and Management

Leadership

Offices

Dynasty FP

Org chart

Board & advisors

Teams

Executive Leadership

Investment Management

Investment Banking

Analyst Program

Financial Analysis and Management

Leadership

Offices

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