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The very millennial reason Shirl Penney snagged Merrill Lynch's 34 year-old Ayco-killer and his $1B team and why Focus Financial lost out

The Dynasty CEO meshed on Michael Henley's 30-year business plan, which included building equity over decades and a big succession plan

Author Brooke Southall
July 31, 2018 at 11:27 PM
Admin:
no description available
Michael Henley: We looked at Focus [Financial Partners] and said: We are not ready to sell our upside.

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Geoff

Geoff

August 1, 2018 — 2:27 PM
Quite the crown jewel win for Dynasty indeed versus the more established competitor incumbents

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