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

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

Investment Management

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

Executive Leadership

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.

Leadership

This department focuses on developing and managing marketing strategies and relationships with network partners to drive growth and engagement.

Network Partner Marketing

This department is responsible for ensuring client satisfaction and support throughout the customer journey.

Dynasty FP

Org chart

Board & advisors

Teams

Investment Management

Executive Leadership

Financial Analysis and Management

Leadership

Network Partner Marketing

Client Success

Offices

Dynasty FP

Org chart

Board & advisors

Teams

Investment Management

Executive Leadership

Financial Analysis and Management

Leadership

Network Partner Marketing

Client Success

Offices

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