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Dynasty Taps New Execs for Further Growth Spurt

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Dynasty Financial Partners, which provides a wealth platform to 34 independent advisor firms, says it has added 10 groups this year and is beefing up its management team.

On Monday, Dynasty asked founder Jason Pinkham to become its director of relationship management and transition services, while tapping Stan Gregor, the former head of Cantor Fitzgerald Wealth Management, to be its director of network development in the East. (Pinkham reports to Dynasty President & CEO Shirl Penney, and Gregor is supervised by Tim Bello, head of network development.)

“In an effort to continue to provide an extraordinary level of service on behalf of our clients and to best leverage the existing talent we have, we are announcing an expansion of our team,” said Penney, in a statement.

“Jason has been an integral part of the Dynasty team from the beginning, and we are confident that he will provide the vision, management and leadership required to continue to innovate and deliver the best support and service platform in the industry,” she said.

Dynasty recently opened offices in Chicago and San Francisco and created a three-division structure (East, Midwest and West) “to further support their advisor client base,” according to a press release.

“Adding a physical presence in new markets is incredibly important to maintain the level of service necessary to support our network firms on a more localized basis and we will continue to make strategic investments in our people, platforms and capabilities,” Pinkham said in a statement.

Dynasty works with RIA teams, advisors affiliated with independent broker-dealers, IBD-affiliated reps who want to do business as RIAs and advisors in transition to RIA business ownership.

“At Dynasty, we have had tremendous momentum in the wealth industry, particularly in the last six months,” said Bello, in a press release. Gregor “will be a significant addition to our Network Development team as Dynasty continues its tremendous growth.”

Gregor has been in the business for over 25 years. He founded and was co-CEO of Cantor Fitzgerald Wealth Partners since 2012. Before that post, he worked as head of Wells Fargo Wealth Management in the East and as head of its Wealth Insurance Group; he joined Wells Fargo in 2007.

Earlier this month, D.B. Root & Co. moved to Dynasty from Commonwealth Financial Network. Charles Stout, senior advisor; David Hoffmann, vice president; Steve Kohler, senior financial advisor; Michael Aroesty, financial advisor; Lynn Hoffay, CPA; and nine support staff members made the shift. D.B. Root is based in Pittsburgh and has client assets of more than $650 million.

— Check out Recruiting Roundup: Raymond James Nabs $300M Wells Fargo Team on ThinkAdvisor.


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