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A hungry NYC-based firm takes aim at a bigger future by signing on with Dynasty Financial Partners

Further Lane kept hearing about the vendor of vendors -- then paid a visit, and also put Black Diamond and Callan in its cart

Author Brooke Southall May 4, 2012 at 2:00 AM
2 Comments
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Michael Araiz: We realized this was more than a meet and greet.

Shirl Penney

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Michael Araiz

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Tim Bello


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September 21, 2023 at 1:53 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

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

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:

Callan Associates Inc.
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Top Executive: Ronald D. Peyton

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Asset Custodian
Top Executive: Mark Tibergien



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