What You Need to Know
- Andrew Marsh’s appointment was one of several executive changes Dynasty announced Thursday.
Dynasty Financial Partners has named Andrew Marsh its first vice chairman after he was appointed the firm’s first executive in residence in April.
The appointment was one of several executive changes Dynasty announced Thursday.
Marsh will report to Shirl Penney, Dynasty CEO and founder, and will oversee strategic business reviews, coordinate corporate development opportunities, and assist with the onboarding and expansion of large U.S.-based registered investment advisors, the company said.
Marsh will also manage the firm’s Breakaway Advisor and Existing RIAs sales channels, as well as end-client sales through Dynasty Connect.
As executive in residence, he worked closely with the company’s Advisor-to-CEO program, a proprietary professional development initiative that tailors content and coaching for CEOs in its network of independent RIAs.
Before joining Dynasty, Marsh was CEO of Toronto-based Five1Nine Capital and Consulting, starting in 2021, according to his LinkedIn profile.
He had previously co-founded and run Richardson Wealth, an independent Canadian wealth firm. Under his leadership, Richardson Wealth expanded to over 160 teams managing over $30 billion before going public in 2020.
“Andrew is a consummate professional with deep experience in the wealth management industry,” Penney said in a statement. “He has already done what so many in our community and the RIA space strive to — evolve from advisor to CEO, building a business successful enough to monetize in a material way.”
Marsh’s “peer-to-peer experience and understanding has established meaningful connections with our clients and makes him an inspiring ambassador for Dynasty,” Penney added.