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Dynasty FP

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Shirl Penney
Shirl Penney
President and CEO
Shirl Penney
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Austin J. Philbin
Austin J. Philbin
Chief Administrative Officer
Brendan Bell
Brendan Bell
Chief of Staff
Brian Layton
Brian Layton
Chief Product Officer
Edward C. Swenson
Edward C. Swenson
COO
Eric Castillo
Eric Castillo
CTO
Gordon Abel
Gordon Abel
CMO
Jonathan Morris
Jonathan Morris
Chief Legal and Governance Officer
Joseph Dursi
Joseph Dursi
Chief Investment Officer
Justin Weinkle
Justin Weinkle
CFO
Mason Salit
Mason Salit
Chief Talent Officer
Harris Baltch
Harris Baltch
Head of M&A and Capital Strategies
Joe D'agostino
Joe D'agostino
Head of Strategic Development

Board & Advisors

Harvey Golub
Chairman
Jerrold Eberhardt
Director
Jim Brown
Director
Sam Levinson
Director
Todd Thomson
Director
William H. Donaldson
Director

Unplaced positions

Sally Cates
Sally Cates
Director of Public Relations and Communications
Joe Rizzo
Joe Rizzo
Director of RIA Growth Strategies
John F. Sullivan
John F. Sullivan
Head of Network Development
Ben Bines
Ben Bines
Director of Network Development, Eastern Division
Casey McKeon
Casey McKeon
Vice President, Dynasty Enterprise Group
Chase Corley
Chase Corley
Associate OCFO
Kyle Janovsky
Kyle Janovsky
VP, Relationship Manager
Scott Steele
Scott Steele
SVP, Network Development, Southwest Region
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