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Why quiet co-breakaway of LPL and Ameriprise advisors in Downeast Maine speaks so loudly to Shirl Penney

Penney, who arrived in New York in a $13 suit and built Dynasty, is reconnecting with his home state by signing on a Brunswick breakaway

Author Sanders Wommack May 12, 2015 at 4:57 PM
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Shirl Penney at home in Eastport, Maine: There's no question that this deal speaks to me.

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Related Moves

September 21, 2023 at 1:53 AM

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The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.

July 23, 2020 at 1:42 AM

Executive shake-up and staff hiring binge change Dynasty Financial Partners' talent mix, with Todd Thomson, Scott Welch, Ed Friedman and 12 women as headliners

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September 24, 2019 at 2:02 AM

Tim Oden departed Schwab after 37 years and was flooded with industry offers, but Shirl Penney made one he couldn't refuse -- a seat at the table

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February 22, 2024 at 2:20 AM

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Mentioned in this article:

Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina



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