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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.

Author Brooke Southall
September 24, 2019 at 2:02 AM
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Todd Thomson: In the past 12 months, it's become more of a normal [hands-off] chairman role.

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July 23, 2020 at 1:42 AM

Drawn out of his own startup, Ed Friedman lands at Summit Financial, tasked with raising the Merchant Investment-backed RIA's national profile

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Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold

Jeff Spears

Jeff Spears

September 24, 2019 — 8:36 AM
I love the Dynasty business model but have learned that fixed costs are important. That reality and the fee structure have mandated the pivot that Shirl and his team have made. Life and geographic responsibilities will cause many of the personnel changes noted in this article. Management 2.0 will be fun to watch.


September 24, 2019 — 10:46 AM
How about you name some of the ‘12 women as headliners’ somewhere in the article? It is encouraging to see the headline of this article and discouraging see a photo of nameless women. My only assumption now is that they were 12 women in roles not high profile enough to call out. My hope is that’s not true but if so then, why even bother mentioning in headline? I appreciate the likely intent here but the execution fell flat.
Sally Cates

Sally Cates

September 24, 2019 — 3:25 PM
Over the last six months, Dynasty Financial Partners has added the following professionals: Angela Gingras, Director Jennifer Dorgan, SVP Cheryl Quinn, VP Holly Eck, VP Jill Russo, VP Kelly Berenbaum, VP Marisa Mallon, AVP Cassandra Davies, Associate Diana Masch, Associate Gabby Hurtado, Associate


September 24, 2019 — 5:40 PM
Michelle, You can blame me on the name factor. It was a late discovery in the research process and I fell flat on adding it with all the details. -Brooke P.S. Sally, Thank you for adding names.


September 24, 2019 — 7:55 PM
I appreciate the follow up, Brooke and Sally!


September 24, 2019 — 11:14 PM
Dig deeper


September 25, 2019 — 2:22 AM
#FakeNews Didn't sniff around this one with very much rigor


September 25, 2019 — 3:30 AM
Alt and FAA, Feel free to call me! Brooke


October 17, 2019 — 7:44 PM
There's another side to Dynasty people should be aware of.

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