Dynasty adds Larry King, a cornerstone advisor of legacy Smith Barney's family wealth unit
At Morgan Stanley Smith Barney, the Saratoga Springs team had about $1.2 billion
Jeff Spears
If you add Dynasty’s 9 teams to our firm’s 8 teams you have a strong endorsement for the vendor of vendors (I like that) model versus the roll-ups!
Another interesting observation is that Dynasty’s teams are East Coast based and our firm’s teams are West Coast based.
Let’s meet in the middle of the country, maybe in Chicago :)
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Shirl Penney hands over 'front end of the house' to Andrew Marsh as Dynasty reboots -- post-$100-million raise, post-IPO withdrawal and post-Schwab partnering
The Dynasty CEO is handing over sales, custody relations, breakaways and M&A sales to the un-retired Canadian -- and wildly promoting from within.
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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
The St. Petersburg-based producer of 'synthetic RIA scale' will continue to aggressively hire and adjust its talent ranks as it readies for next growth push.
September 24, 2019 at 2:02 AM
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The RIA firehose of news is rife with tactical moves to shore up voids, play catchup and react to a new concept of political tailwinds
January 11, 2025 at 3:01 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
The RIA sales wizard joined Dynasty Financial Partners with understanding he would leave sales behind and earn his keep by focusing on strategic ideas.
February 22, 2024 at 2:20 AM
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Dynasty Financial Partners LLC
Specialized Breakaway Service
Top Executive: Shirl Penney
