Dynasty FP



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

Shirl Penney
President and CEO
Shirl Penney
Austin J. Philbin
Chief Administrative Officer
Brendan Bell
Chief of Staff
Jonathan Morris
Chief Legal and Governance Officer
Mason Salit
Chief Talent Officer
Joe D'agostino
Head of Investment Platform and Product Strategy
Tony Biancarosa
SVP, Relationship Management
Chris Marsh
VP, Capital Strategies & M&A
Taylor Howard
Chief Digital Officer
Frank Coates
Chief Technology Officer
Joshua Schuette
Assistant Vice President, Service Desk
Jared Pestcoe
Vice President, Network Development
Kate Pierson
Senior Associate, Marketing & PR
John Shahda
Assistant Vice President, Investments
Sam Anderson
Head of Corporate Development
Allison Marshal
VP, Billing Supervisor

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