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Dynasty Financial Partners

Dynasty Financial was founded in 2010 by Eastport, Maine native and Bates alumnus, Shirl Penney. Shirl was formerly Head of Executive Financial Services and Director of Private Wealth Management at New York-based Smith Barney, and had the vision to recognize the need among Registered Investment Advisors for operational and business management support to serve their clients better.

Dynasty’s award-winning1, open-architecture platform gives us access to some of the best products and services from Wall Street and the power to negotiate the right solutions for your needs with total objectivity and transparency. Thanks to Dynasty’s powerful high-tech capabilities and the resumes of its team, we now have a strong, Wall Street “insider” on our side that would not be possible without its considerable scale and relationships.

Through Dynasty Financial Partners, we now have access to some of the world’s best independent market research. This provides opportunities for identifying investment options that meet your risk, reward and timeline requirements.

By tapping the capabilities of firms like Dynasty Financial Partners, many of the back-office administrative processes and day-to-day firm operations will be automated, leaving us free to work with you.

 

1 February 4, 2015. Dynasty Financial Partners won the Private Asset Management Award for Innovation as a Private Client Investment Platform for 2015. This is Dynasty’s third consecutive year winning the award for Innovation.