Family Office
Dynasty Financial Partners
Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Netw…
Headquarters
St. Petersburg, Florida
Website
dynastyfinancialpartners.comAsset classes & sectors
Digital AssetsFinancial Services
Decision-makers
Shirl Penney
President and Chief Executive Officer
Benjamin Bines
Director of Business Development - Eastern Region
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Director of Private Markets
Gordon Abel
Chief Marketing Officer
Sam Anderson
Chief Capital Officer & Head of Corporate Development
Mac Del Valle
VP, Data Engineering
Nick Gerace
Senior Vice President, Investments
Edward Swenson
Co-Founder, Chief Operating Officer
Karim Simplis
Director of Private Markets
Aaron Zander
Vice President, Platform & Investment Operations
John Shahda
Vice President, Investments
Todd Thompson
Co-Founder, Director, & Investment Committee Memeber
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