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July 27, 2023 at 09:52 AM
Dynasty Financial Partners appointed Ron Insana to the new role of chief market strategist at the firm, a role in which he will serve as a spokesperson for the company on investment, economic and related topics, it said Wednesday.
Insana will also join the Dynasty’s investment committee and the investment committees of Dynasty Network firms, as well as meet and share insights with financial advisors in Dynasty’s Network and their clients, the company said.
In his new role with Dynasty, Insana will work closely with Bob Shea, chief investment officer, to “identify strategic opportunities” for investment portfolios, Dynasty said.
Shea oversees Dynasty’s Investment Platform, which administered $36 billion in end-client assets as of the end of the first quarter this year, the company said.
Insana is a broadcast journalism veteran who covered the market crash of 1987 and provided one of the first eyewitness accounts of the collapse of the World Trade Center towers on 9/11. He has also worked as an asset manager.
