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.
Allison Marshal
VP, Billing Supervisor
Chris O’Brien
SVP, Legal
Erica Sperber Gillar...
SVP, Platform Operations
Gordon Abel
CMO
Jonathan Morris
Chief Legal & Governance Offic...
Justin Weinkle
CFO
Marcus Wilson
SVP, Investment Platforms Mana...
Mason Salit
MD & Chief Talent Officer, Dyn...
Sally Cates
Managing Director & Head, Publ...
Shirl Penney
President & CEO
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