Shirl Penney flies south, taking Dynasty Financial Partners to St. Petersburg in advance of a hiring spree, but won't kiss-off the Big Apple just yet
The CEO and co-founder is taking his firm to Raymond James' hometown, where he hopes to tap local talent and recruit some snow birds, as well
Kodiak
Jeff Spears
Jeff Spears
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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
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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
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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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