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.