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Dynasty FP

2 followers

‌

Dynasty Financial Partners helps successful advisors build their own businesses and independent advisors achieve their goals

Industries

Consulting

Headquarters

New York, United States

Employees

11-50

Links

Org chart

Shirl Penney
President & CEO
Collapse
Gordon Abel
CMO
Justin Weinkle
CFO
Marc Hineman
COO
Jonathan Morris
Chief Legal & Governance Officer
Bob Shea
Chief Investment Officer
Leslie Norman
CTO
Mason Salit
MD & Chief Talent Officer, Dynasty Network
Jeremy Gilbert
SVP & Chief of Staff
Brendan Bell
Head of Dynasty Connect
Erica Sperber Gillard
SVP, Platform Operations
Elizabeth Cancelosi
SVP, Transitions
Tim Reinhart
SVP, Senior Product Manager
Tjay Kowalchuk
SVP of Business Development, Western Division
Zong Chen
SVP, Information Technology
Matt Shute
SVP, Relationship Management
Steve Rusnak
VP, Finance Consultant
Jonathan Van Eaton
VP, Relationship Management
Allison Marshall
VP, Controls & Reconciliation Manager
Kenneth Martino
VP, Network Marketing
Porter Fraser
VP, Dynasty Connect
Mac del Valle
VP, Data Engineering
Sally Cates
Managing Director & Head, Public Relations and Communications
Sam Anderson
Chief Capital Officer
Ben Bines
Director of Business Development, Northeastern Division
Kylee Brenenborg
Executive Assistant, Office of the CEO
Pam Stross
Executive in Residence
Tim Oden
Chief Growth Officer
Katie Tyrrell
Vice President, Relationship Management
Gabby Hurtado Payne
Vice President, Relationship Management
Jeremy Zoladz
Managing Director, Relationship Management

Board & advisors

HG
Harvey Golub
Chairman
JE
Jerrold Eberhardt
Director
SL
Sam Levinson
Director
TT
Todd Thomson
Director
Avery Johnson
Director
John Seifert
Director
Andrew Marsh
Vice Chairman

Teams

+30

Leadership Team

34 people · 0 jobs

+14

Operations and Technology

18 people · 0 jobs

+7

Financial Analysis and Management

11 people · 0 jobs

+7

Marketing and Communications

11 people · 0 jobs

+4

Investment Banking and Compliance

8 people · 0 jobs

Offices

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