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

Jonathan Morris

John Sullivan

Marc Hineman

Leslie Norman

Justin Weinkle

Gordon Abel

Mason Salit

Jennifer Dorgan

Jeremy Gilbert

Tim Oden

Pam Stross

Tjay Kowalchuk

Bob Shea

Todd Thomson

Jerrold Eberhardt

Andrew Marsh

John Seifert

Avery Johnson

Harvey Golub

Sam Levinson

The Leadership Team at Dynasty FP is responsible for strategic decision-making and guiding the overall direction of the company. Composed of senior executives across various functions, including legal, finance, investments, and operations, the team collaborates to enhance advisor services, drive growth, and ensure compliance within the independent advisory landscape. They focus on building a robust support infrastructure to empower advisors in achieving their business objectives.

Leadership Team

The Operations and Technology team at Dynasty FP is responsible for streamlining internal processes and enhancing the technological infrastructure that supports independent advisors. This team plays a vital role in change management, platform operations, data management, and vendor relations, ensuring that systems run efficiently and effectively to help advisors achieve their business goals. Additionally, they focus on billing and reconciliation processes, contributing to a seamless client experience while fostering innovation in technology services.

Operations and Technology

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

The Marketing and Communications team at Dynasty FP is responsible for enhancing the company's brand visibility and reputation through strategic marketing initiatives and effective public relations. They develop and implement marketing campaigns, manage communications across various platforms, and support advisors by promoting Dynasty FP's services to foster growth and independence. Additionally, the team organizes events and engages in network marketing to strengthen relationships within the advisor community.

Marketing and Communications

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

Investment Management

The Investment Banking and Compliance team at Dynasty FP plays a crucial role in supporting independent advisors by facilitating capital raising and mergers and acquisitions while ensuring adherence to regulatory standards. They work collaboratively to identify strategic investment opportunities, provide financial advisory services, and maintain compliance frameworks that safeguard the integrity and reputation of the firm and its clients.

Dynasty FP

Org chart

Board & advisors

Teams

Leadership Team

Operations and Technology

Financial Analysis and Management

Marketing and Communications

Investment Management

Investment Banking and Compliance

Offices

Dynasty FP

Org chart

Board & advisors

Teams

Leadership Team

Operations and Technology

Financial Analysis and Management

Marketing and Communications

Investment Management

Investment Banking and Compliance

Offices

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