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Dynasty Financial hits $22 billion of AUA after adding rare-bird Deutsche team

The $6-billion jump in 2014 for the Manhattan-based outsourcer comes four years out of the Shirl Penney garage

Author Lisa Shidler December 23, 2014 at 6:43 PM
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Shirl Penney: The teams we're bringing out next year that we signed this year are really interesting and very large.

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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

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September 24, 2019 at 2:02 AM

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