At Dynasty Partners, we believe that our strength lies in our people. We’ve assembled a team of highly skilled, dedicated, and ethical professionals who are passionate about fostering relationship-driven experiences for our advisors. We understand that behind every successful financial advisor is a network of support, and we are committed to providing that unwavering support with integrity and expertise.
Our leadership, team members, investment professionals, and board of directors are united by a common goal: to empower financial advisors and help them thrive. Get to know the individuals who make Dynasty Partners a leading platform for wealth management.
Leadership Team
Our leadership team sets the strategic direction for Dynasty Partners, ensuring we remain at the forefront of the wealth management industry. Their combined experience and vision guide our commitment to innovation and partner success.
[ 
Shirl Penney Portrait
Shirl Penney
President and CEO
](https://dynastyfinancialpartners.com/team/shirl-penney/ “Shirl Penney”)
Shirl Penney is the President and Chief Executive Officer of Dynasty Partners, providing strategic leadership and driving the company’s vision for the future of wealth management partnerships.
[ 
Justin Weinkle Headshot
Justin Weinkle
Chief Financial Officer
](https://dynastyfinancialpartners.com/team/justin-weinkle/ “Justin Weinkle”)
Justin Weinkle, as Chief Financial Officer, oversees the financial health and growth strategies of Dynasty Partners, ensuring fiscal responsibility and sustainable expansion.
[ 
Jonathan Morris Headshot
Jonathan Morris
Chief Legal and Governance Officer
](https://dynastyfinancialpartners.com/team/jonathan-morris/ “Jonathan Morris”)
Jonathan Morris serves as Chief Legal and Governance Officer, managing legal and regulatory compliance, and upholding the highest standards of corporate governance at Dynasty Partners.
[ 
Marc Hineman Headshot
Marc Hineman
Chief Operating Officer
](https://dynastyfinancialpartners.com/team/marc-hineman/ “Marc Hineman”)
Marc Hineman, the Chief Operating Officer, is responsible for the efficient day-to-day operations of Dynasty Partners, ensuring seamless service delivery to partner firms.
[ 
Andrew Marsh Headshot
Andrew Marsh
Vice Chairman and Head of Core Services
](https://dynastyfinancialpartners.com/team/andrew-marsh/ “Andrew Marsh”)
Andrew Marsh, as Vice Chairman and Head of Core Services, leads the development and enhancement of Dynasty Partners’ essential service offerings for advisors.
[ 
Tim Oden Headshot
Tim Oden
Chief Growth Officer
](https://dynastyfinancialpartners.com/team/tim-oden/ “Tim Oden”)
Tim Oden, Chief Growth Officer, spearheads the growth initiatives of Dynasty Partners, focusing on expanding our network and fostering new partnerships.
[ 
Bob Shea Headshot
Bob Shea
Chief Investment Officer
](https://dynastyfinancialpartners.com/team/bob-shea/ “Bob Shea”)
Bob Shea, as Chief Investment Officer, leads the investment strategy and research at Dynasty Partners, ensuring our advisors have access to top-tier investment insights.
[ 
Leslie Norman Headshot
Leslie Norman
Chief Technology Officer
](https://dynastyfinancialpartners.com/team/leslie-norman/ “Leslie Norman”)
Leslie Norman is the Chief Technology Officer, driving the technological innovation and infrastructure that powers Dynasty Partners’ platform and advisor tools.
[ 
Gordon Abel Headshot
Gordon Abel
Chief Marketing Officer
](https://dynastyfinancialpartners.com/team/gordon-abel/ “Gordon Abel”)
Gordon Abel, Chief Marketing Officer, directs the marketing and branding efforts for Dynasty Partners, enhancing brand awareness and advisor engagement.
[ 
Sally Cates Headshot
Sally Cates
Managing Director, Head of Public Relations and Communications
](https://dynastyfinancialpartners.com/team/sally-cates/ “Sally Cates”)
Sally Cates, Managing Director and Head of Public Relations and Communications, manages the company’s public image and communication strategies, building strong relationships with media and stakeholders.
[ 
Gordon Ross Headshot
Gordon Ross
Chief Client Officer
](https://dynastyfinancialpartners.com/team/gordon-ross/ “Gordon Ross”)
Gordon Ross, Chief Client Officer, is dedicated to ensuring exceptional client experiences and fostering strong, lasting relationships with Dynasty Partners’ advisory firms.
[ 
Jeremy Zoladz Headshot
Jeremy Zoladz
Managing Director, Co-Head of Relationship Management
](https://dynastyfinancialpartners.com/team/jeremy-zoladz/ “Jeremy Zoladz”)
Jeremy Zoladz, Managing Director and Co-Head of Relationship Management, focuses on building and nurturing relationships with advisors, ensuring their needs are met and exceeded.
[ 
Sam Anderson Headshot
Sam Anderson
Chief Capital Officer
](https://dynastyfinancialpartners.com/team/sam-anderson/ “Sam Anderson”)
Sam Anderson, Chief Capital Officer, manages the capital strategies and financial resources of Dynasty Partners, supporting strategic investments and growth initiatives.
[ 
Harris Baltch Headshot
Harris Baltch
Managing Director, Head of Investment Banking
](https://dynastyfinancialpartners.com/team/harris-baltch/ “Harris Baltch”)
Harris Baltch, Managing Director and Head of Investment Banking, leads the investment banking activities at Dynasty Partners, providing expertise in mergers, acquisitions, and capital raising.
[ 
Jennifer Dorgan Headshot
Jennifer Dorgan
Managing Director, Chief Administrative Officer
](https://dynastyfinancialpartners.com/team/jennifer-dorgan/ “Jennifer Dorgan”)
Jennifer Dorgan, Managing Director and Chief Administrative Officer, oversees the administrative functions of Dynasty Partners, ensuring efficient internal operations and support services.
[ 
Mason Salit Headshot
Mason Salit
Managing Director, Chief Talent Officer – Dynasty Network
](https://dynastyfinancialpartners.com/team/mason-salit/ “Mason Salit”)
Mason Salit, Managing Director and Chief Talent Officer for the Dynasty Network, leads talent acquisition and development initiatives, strengthening the network of advisory firms.
[ 
Marcus Wilson Headshot
Marcus Wilson
Head of Implementation
](https://dynastyfinancialpartners.com/team/marcus-s-wilson/ “Marcus Wilson”)
Marcus Wilson, Head of Implementation, is responsible for the seamless onboarding and integration of new advisory firms into the Dynasty Partners platform.
[ 
Pam Stross Headshot
Pam Stross
Executive in Residence
](https://dynastyfinancialpartners.com/team/pam-stross/ “Pam Stross”)
Pam Stross, Executive in Residence, brings her extensive industry experience to Dynasty Partners, providing strategic insights and guidance to the leadership team.
[ 
Frank Coates Headshot
Frank Coates
Executive in Residence
](https://dynastyfinancialpartners.com/team/frank-coates/ “Frank Coates”)
Frank Coates, Executive in Residence, leverages his deep industry knowledge to offer valuable perspectives and support to Dynasty Partners’ strategic initiatives.
Our Team
Our dedicated team members are the backbone of Dynasty Partners. They work tirelessly to provide exceptional service and support to our network of financial advisors, ensuring smooth operations and fostering a collaborative environment.
[ 
John Sullivan Headshot
John Sullivan
Managing Director, Central Division
](https://dynastyfinancialpartners.com/team/john-f-sullivan/ “John Sullivan”)
John Sullivan, Managing Director for the Central Division, leads regional business development and relationship management efforts, focusing on advisor growth and satisfaction.
[ 
Ben Bines Headshot
Ben Bines
Director of Business Development, Northeastern Division
](https://dynastyfinancialpartners.com/team/ben-bines/ “Ben Bines”)
Ben Bines, Director of Business Development for the Northeastern Division, drives expansion and partnership opportunities within the region, connecting with advisors seeking growth solutions.
[ 
Sean Lindenbaum Headshot
Sean Lindenbaum
Director of Business Development, Southeastern Division
](https://dynastyfinancialpartners.com/team/sean-lindenbaum/ “Sean Lindenbaum”)
Sean Lindenbaum, Director of Business Development for the Southeastern Division, focuses on building strategic relationships and expanding Dynasty Partners’ presence in the Southeast.
[ 
James Gardiner Headshot
James Gardiner
Director of Business Development
](https://dynastyfinancialpartners.com/team/james-gardiner/ “James Gardiner”)
James Gardiner, Director of Business Development, plays a key role in identifying and cultivating new business opportunities for Dynasty Partners, expanding our reach and impact.
[ 
TJay Kowalchuk Headshot
TJay Kowalchuk
Senior Vice President of Business Development, Western Division
](https://dynastyfinancialpartners.com/team/tjay-kowalchuk/ “TJay Kowalchuk”)
TJay Kowalchuk, Senior Vice President of Business Development for the Western Division, leads expansion initiatives and strengthens advisor relationships in the Western region.
[ 
Brendan Bell Headshot
Brendan Bell
SVP, Corporate Strategy & Development
](https://dynastyfinancialpartners.com/team/brendan-bell/ “Brendan Bell”)
Brendan Bell, SVP of Corporate Strategy & Development, drives strategic planning and corporate development initiatives, ensuring Dynasty Partners’ long-term growth and success.
[ 
Jeremy Gilbert Headshot
Jeremy Gilbert
Senior Vice President, Chief of Staff
](https://dynastyfinancialpartners.com/team/jeremy-gilbert/ “Jeremy Gilbert”)
Jeremy Gilbert, Senior Vice President and Chief of Staff, supports executive leadership and facilitates cross-departmental collaboration for efficient operations and strategic alignment.
[ 
Katie Cook Headshot
Katie Cook
Vice President, Chief of Staff to Chief Operating Officer
](https://dynastyfinancialpartners.com/team/katie-cook/ “Katie Cook”)
Katie Cook, Vice President and Chief of Staff to the Chief Operating Officer, assists in managing operations and strategic projects, ensuring smooth workflow within the COO’s office.
[ 
Lindsey Strawhecker Headshot
Lindsey Strawhecker
Director, Transitions
](https://dynastyfinancialpartners.com/team/lindsey-strawhecker/ “Lindsey Strawhecker”)
Lindsey Strawhecker, Director of Transitions, leads the advisor transition process, ensuring a seamless and efficient onboarding experience for new partner firms joining Dynasty Partners.
[ 
Samantha Sullivan Headshot
Samantha Sullivan
Director, Operations
](https://dynastyfinancialpartners.com/team/samantha-sullivan/ “Samantha Sullivan”)
Samantha Sullivan, Director of Operations, oversees key operational functions within Dynasty Partners, ensuring efficient processes and service delivery to advisors.
[ 
Torie Von Alt Headshot
Torie Von Alt
Public Relations Consultant
](https://dynastyfinancialpartners.com/team/torie-von-alt/ “Torie Von Alt”)
Torie Von Alt, Public Relations Consultant, supports Dynasty Partners’ communication efforts, enhancing media relations and public outreach initiatives.
[ 
Cameron Bullock Headshot
Cameron Bullock
Senior Vice President, Finance
](https://dynastyfinancialpartners.com/team/cameron-bullock/ “Cameron Bullock”)
Cameron Bullock, Senior Vice President of Finance, plays a critical role in managing the financial planning and analysis for Dynasty Partners.
[ 
Andrew Butte Headshot
Andrew Butte
Senior Vice President, Compliance
](https://dynastyfinancialpartners.com/team/andrew-butte/ “Andrew Butte”)
Andrew Butte, Senior Vice President of Compliance, ensures Dynasty Partners and its network adhere to regulatory standards and best practices in the financial industry.
[ 
Elizabeth Cancelosi Headshot
Elizabeth Cancelosi
Senior Vice President, Transition Services
](https://dynastyfinancialpartners.com/team/elizabeth-cancelosi/ “Elizabeth Cancelosi”)
Elizabeth Cancelosi, Senior Vice President of Transition Services, contributes to the seamless transition of advisory firms onto the Dynasty Partners platform, focusing on client service excellence.
[ 
Zong Chen Headshot
Zong Chen
Senior Vice President, Information Technology
](https://dynastyfinancialpartners.com/team/zong-chen/ “Zong Chen”)
Zong Chen, Senior Vice President of Information Technology, leads the IT infrastructure and strategy for Dynasty Partners, ensuring robust and secure technology solutions.
[ 
Michael D’Agostino Headshot
Michael D’Agostino
Senior Vice President, Platform Operations
](https://dynastyfinancialpartners.com/team/michael-dagostino/ “Michael D’Agostino”)
Michael D’Agostino, Senior Vice President of Platform Operations, oversees the operational aspects of the Dynasty Partners platform, ensuring efficiency and reliability.
[ 
AJ Emanuele Headshot
AJ Emanuele
Senior Vice President, Senior Product Manager
](https://dynastyfinancialpartners.com/team/aj-emanuele/ “AJ Emanuele”)
AJ Emanuele, Senior Vice President and Senior Product Manager, drives the product development and management for Dynasty Partners, focusing on advisor-centric solutions.
[ 
Erica Sperber Gillard Headshot
Erica Sperber Gillard
Senior Vice President, Platform Operations
](https://dynastyfinancialpartners.com/team/erica-sperber-gillard/ “Erica Sperber Gillard”)
Erica Sperber Gillard, Senior Vice President of Platform Operations, manages key platform operations and ensures optimal performance for Dynasty Partners’ users.
[ 
Angie Hammond Headshot
Angie Hammond
Senior Vice President, Head of Human Resources
](https://dynastyfinancialpartners.com/team/angie-hammond/ “Angie Hammond”)
Angie Hammond, Senior Vice President and Head of Human Resources, leads the HR function at Dynasty Partners, focusing on talent management and employee development.
[ 
Casey Jorgensen Headshot
Casey Jorgensen
Senior Vice President, Head of Dynasty Institute for Adaptive Leadership
](https://dynastyfinancialpartners.com/team/casey-jorgensen/ “Casey Jorgensen”)
Casey Jorgensen, Senior Vice President and Head of the Dynasty Institute for Adaptive Leadership, leads leadership development and training programs for advisors within the network.
[ 
Catherine Mitchell Headshot
Catherine Mitchell
Senior Vice President, Network Marketing
](https://dynastyfinancialpartners.com/team/catherine-mitchell/ “Catherine Mitchell”)
Catherine Mitchell, Senior Vice President of Network Marketing, spearheads marketing initiatives aimed at supporting and growing the Dynasty advisor network.
[ 
Chris O’Brien Headshot
Chris O’Brien
Senior Vice President, Legal
](https://dynastyfinancialpartners.com/team/chris-obrien/ “Chris O’Brien”)
Chris O’Brien, Senior Vice President, Legal, provides legal counsel and support to Dynasty Partners, ensuring compliance and risk management.
[ 
Ryan O’Connell Headshot
Ryan O’Connell
Senior Vice President, Product Specialist CRM
](https://dynastyfinancialpartners.com/team/ryan-oconnell/ “Ryan O’Connell”)
Ryan O’Connell, Senior Vice President and Product Specialist CRM, focuses on optimizing CRM solutions for Dynasty Partners and its advisory network, enhancing client relationship management.
[ 
Jordan Ownby Headshot
Jordan Ownby
Senior Vice President, Senior Product Manager
](https://dynastyfinancialpartners.com/team/jordan-ownby/ “Jordan Ownby”)
Jordan Ownby, Senior Vice President and Senior Product Manager, contributes to the product roadmap and development at Dynasty Partners, ensuring advisor needs are met with innovative solutions.
[ 
Tim Reinhart Headshot
Tim Reinhart
Senior Vice President, Senior Product Manager
](https://dynastyfinancialpartners.com/team/timothy-reinhart/ “Tim Reinhart”)
Tim Reinhart, Senior Vice President and Senior Product Manager, is involved in the strategic development and management of Dynasty Partners’ product offerings for advisors.
[ 
Matt Shute Headshot
Matt Shute
Senior Vice President, Relationship Management
](https://dynastyfinancialpartners.com/team/matt-shute/ “Matt Shute”)
Matt Shute, Senior Vice President of Relationship Management, is dedicated to fostering strong relationships with advisors, providing ongoing support and guidance.
[ 
Nicholas Stile Headshot
Nicholas Stile
Senior Vice President, Community Marketing
](https://dynastyfinancialpartners.com/team/nicholas-stile/ “Nicholas Stile”)
Nicholas Stile, Senior Vice President of Community Marketing, develops and executes marketing strategies to build community and engagement within the Dynasty Network.
[ 
Ashli Tomas Headshot
Ashli Tomas
Senior Vice President, Head of Account Management
](https://dynastyfinancialpartners.com/team/ashli-tomas/ “Ashli Tomas”)
Ashli Tomas, Senior Vice President and Head of Account Management, leads the account management team, ensuring client satisfaction and retention within Dynasty Partners.
[ 
Vladimir Voyuts Headshot
Vladimir Voyuts
Senior Vice President, Engineering
](https://dynastyfinancialpartners.com/team/vladimir-voyuts/ “Vladimir Voyuts”)
Vladimir Voyuts, Senior Vice President of Engineering, leads the engineering team at Dynasty Partners, ensuring the development and maintenance of high-quality technology solutions.
[ 
Carolyn Boyce Headshot
Carolyn Boyce
Vice President, Technology
](https://dynastyfinancialpartners.com/team/carolyn-boyce/ “Carolyn Boyce”)
Carolyn Boyce, Vice President of Technology, supports the technology initiatives at Dynasty Partners, ensuring efficient and effective tech operations.
[ 
Dylan Dierig Headshot
Dylan Dierig
Vice President, Investment Banking
](https://dynastyfinancialpartners.com/team/dylan-dierig/ “Dylan Dierig”)
Dylan Dierig, Vice President, Investment Banking, contributes to the investment banking services offered by Dynasty Partners, supporting advisors with financial expertise.
[ 
Amanda Evans Headshot
Amanda Evans
Vice President, Finance
](https://dynastyfinancialpartners.com/team/amanda-evans/ “Amanda Evans”)
Amanda Evans, Vice President, Finance, is involved in the financial management and reporting for Dynasty Partners, ensuring fiscal accuracy and compliance.
[ 
Nick Faccenda Headshot
Nick Faccenda
Vice President, Platform Operations
](https://dynastyfinancialpartners.com/team/nick-faccenda/ “Nick Faccenda”)
Nick Faccenda, Vice President of Platform Operations, assists in the management of the Dynasty Partners platform, ensuring smooth and reliable service for advisors.
[ 
Porter Fraser Headshot
Porter Fraser
Vice President, Dynasty Connect
](https://dynastyfinancialpartners.com/team/porter-fraser/ “Porter Fraser”)
Porter Fraser, Vice President of Dynasty Connect, focuses on the development and management of Dynasty Connect, enhancing connectivity within the advisor network.
[ 
Garrett Grafton Headshot
Garrett Grafton
Vice President, Compliance
](https://dynastyfinancialpartners.com/team/garrett-grafton/ “Garrett Grafton”)
Garrett Grafton, Vice President, Compliance, supports the compliance function at Dynasty Partners, ensuring adherence to regulatory requirements and ethical standards.
[ 
Bonnie Hill Headshot
Bonnie Hill
Vice President, Vendor Management Coordinator
](https://dynastyfinancialpartners.com/team/bonnie-hill/ “Bonnie Hill”)
Bonnie Hill, Vice President and Vendor Management Coordinator, manages vendor relationships and ensures efficient vendor operations for Dynasty Partners.
[ 
Elisa Hirschfield Headshot
Elisa Hirschfield
Vice President, Data Operations System Analyst
](https://dynastyfinancialpartners.com/team/elisa-hirschfield/ “Elisa Hirschfield”)
Elisa Hirschfield, Vice President and Data Operations System Analyst, analyzes data operations and systems to enhance efficiency and data-driven decision-making at Dynasty Partners.
[ 
Phoebe Holman Headshot
Phoebe Holman
Vice President, Transition Services
](https://dynastyfinancialpartners.com/team/phoebe-holman/ “Phoebe Holman”)
Phoebe Holman, Vice President of Transition Services, contributes to the smooth and efficient transition of new advisory firms to the Dynasty Partners platform.
[ 
Gabby Hurtado Headshot
Gabby Hurtado
Vice President, Relationship Management
](https://dynastyfinancialpartners.com/team/gabby-hurtado/ “Gabby Hurtado”)
Gabby Hurtado, Vice President of Relationship Management, cultivates and manages relationships with financial advisors, ensuring their satisfaction and success with Dynasty Partners.
[ 
Ryan MacDonald Headshot
Ryan MacDonald
Vice President, Relationship Management
](https://dynastyfinancialpartners.com/team/ryan-macdonald/ “Ryan MacDonald”)
Ryan MacDonald, Vice President of Relationship Management, focuses on building and maintaining strong partnerships with financial advisory firms within the Dynasty network.
[ 
Allison Marshall Headshot
Allison Marshall
Vice President, Controls & Reconciliation Manager
](https://dynastyfinancialpartners.com/team/allison-marshal/ “Allison Marshall”)
Allison Marshall, Vice President and Controls & Reconciliation Manager, oversees financial controls and reconciliation processes at Dynasty Partners, ensuring accuracy and integrity.
[ 
Kenneth Martino Headshot
Kenneth Martino
Vice President, Network Marketing
](https://dynastyfinancialpartners.com/team/kenneth-martino/ “Kenneth Martino”)
Kenneth Martino, Vice President of Network Marketing, develops and implements marketing strategies to support the growth and engagement of the Dynasty advisor network.
[ 
Steve Rusnak Headshot
Steve Rusnak
Vice President, Finance
](https://dynastyfinancialpartners.com/team/steve-rusnak/ “Steve Rusnak”)
Steve Rusnak, Vice President, Finance, contributes to the financial operations and reporting at Dynasty Partners, ensuring accuracy and efficiency.
[ 
Miguel Saldana Headshot
Miguel Saldana
Vice President, Compliance
](https://dynastyfinancialpartners.com/team/miguel-saldana/ “Miguel Saldana”)
Miguel Saldana, Vice President, Compliance, supports the compliance function, ensuring regulatory adherence and best practices within Dynasty Partners.
[ 
Nic Schooley Headshot
Nic Schooley
Vice President, Product Lead
](https://dynastyfinancialpartners.com/team/nic-schooley/ “Nic Schooley”)
Nic Schooley, Vice President and Product Lead, drives product initiatives and development at Dynasty Partners, focusing on innovative solutions for advisors.
[ 
Clay Simon Headshot
Clay Simon
Vice President, Platform Operations
](https://dynastyfinancialpartners.com/team/clay-simon/ “Clay Simon”)
Clay Simon, Vice President of Platform Operations, manages operational aspects of the Dynasty Partners platform, ensuring reliability and efficiency for users.
[ 
Cole Turner Headshot
Cole Turner
Vice President, Network Development
](https://dynastyfinancialpartners.com/team/cole-turner/ “Cole Turner”)
Cole Turner, Vice President of Network Development, focuses on expanding the Dynasty advisor network and fostering strategic partnerships for growth.
[ 
Mac del Valle Headshot
Mac del Valle
Vice President, Data Engineering
](https://dynastyfinancialpartners.com/team/mac-del-valle/ “Mac del Valle”)
Mac del Valle, Vice President of Data Engineering, leads data engineering efforts at Dynasty Partners, ensuring robust data infrastructure and analytical capabilities.
[ 
Jonathan Van Eaton Headshot
Jonathan Van Eaton
Vice President, Relationship Management
](https://dynastyfinancialpartners.com/team/jonathan-van-eaton/ “Jonathan Van Eaton”)
Jonathan Van Eaton, Vice President of Relationship Management, builds and maintains strong relationships with Dynasty advisors, providing ongoing support and strategic guidance.
[ 
Aaron Zander Headshot
Aaron Zander
Vice President, Platform Operations
](https://dynastyfinancialpartners.com/team/aaron-zander/ “Aaron Zander”)
Aaron Zander, Vice President of Platform Operations, contributes to the operational management of the Dynasty Partners platform, ensuring efficient service delivery.
[ 
Lauren Bryant Headshot
Lauren Bryant
Assistant Vice President, Dynasty Marketing Services
](https://dynastyfinancialpartners.com/team/lauren-bryant/ “Lauren Bryant”)
Lauren Bryant, Assistant Vice President, Dynasty Marketing Services, supports marketing initiatives and provides marketing services to Dynasty partner firms.
[ 
Tyler Campbell Headshot
Tyler Campbell
Assistant Vice President, Change Management Specialist, Platform Operations
](https://dynastyfinancialpartners.com/team/tyler-campbell/ “Tyler Campbell”)
Tyler Campbell, Assistant Vice President and Change Management Specialist, focuses on change management within Platform Operations, ensuring smooth transitions and process improvements.
[ 
Christopher Costanza Headshot
Christopher Costanza
Assistant Vice President, Software Engineer
](https://dynastyfinancialpartners.com/team/christopher-costanza/ “Christopher Costanza”)
Christopher Costanza, Assistant Vice President and Software Engineer, contributes to the software development and engineering efforts at Dynasty Partners.
[ 
Alexis Franco Headshot
Alexis Franco
Assistant Vice President, Transition Services
](https://dynastyfinancialpartners.com/team/alexis-franco/ “Alexis Franco”)
Alexis Franco, Assistant Vice President, Transition Services, assists in the transition process for new advisory firms joining the Dynasty Partners network.
[ 
Jenna Hampton Headshot
Jenna Hampton
Assistant Vice President, Asset Management Operations
](https://dynastyfinancialpartners.com/team/jenna-hampton/ “Jenna Hampton”)
Jenna Hampton, Assistant Vice President, Asset Management Operations, supports asset management operations within Dynasty Partners, ensuring efficient processing and service delivery.
[ 
Noble Harris Headshot
Noble Harris
Assistant Vice President, OCFO
](https://dynastyfinancialpartners.com/team/noble-harris/ “Noble Harris”)
Noble Harris, Assistant Vice President, OCFO, contributes to the Office of the Chief Financial Officer’s functions at Dynasty Partners, supporting financial management.
[ 
Bailee Hill Headshot
Bailee Hill
Assistant Vice President, Investment Analyst
](https://dynastyfinancialpartners.com/team/bailee-hill/ “Bailee Hill”)
Bailee Hill, Assistant Vice President and Investment Analyst, provides investment analysis and research support to Dynasty Partners and its advisors.
[ 
Jayson Keller Headshot
Jayson Keller
Assistant Vice President, Operations Coordinator
](https://dynastyfinancialpartners.com/team/jayson-keller/ “Jayson Keller”)
Jayson Keller, Assistant Vice President and Operations Coordinator, supports operational coordination within Dynasty Partners, ensuring efficient workflows.
[ 
Luke Leskanic Headshot
Luke Leskanic
Assistant Vice President, Operations Billing
](https://dynastyfinancialpartners.com/team/luke-leskanic/ “Luke Leskanic”)
Luke Leskanic, Assistant Vice President, Operations Billing, manages operations related to billing processes at Dynasty Partners, ensuring accuracy and efficiency.
[ 
Gabby Martinez Headshot
Gabby Martinez
Assistant Vice President, Network Compliance
](https://dynastyfinancialpartners.com/team/grabby-martinez/ “Gabby Martinez”)
Gabby Martinez, Assistant Vice President, Network Compliance, supports compliance efforts within the Dynasty advisor network, ensuring adherence to regulatory standards.
[ 
William Ross Headshot
William Ross
Assistant Vice President, Capital Strategies
](https://dynastyfinancialpartners.com/team/william-ross/ “William Ross”)
William Ross, Assistant Vice President, Capital Strategies, contributes to the development and implementation of capital strategies for Dynasty Partners.
[ 
Brittanie Stilwell Headshot
Brittanie Stilwell
Assistant Vice President, Deputy Head of Corporate Marketing
](https://dynastyfinancialpartners.com/team/brittanie-stilwell/ “Brittanie Stilwell”)
Brittanie Stilwell, Assistant Vice President and Deputy Head of Corporate Marketing, supports corporate marketing initiatives and brand development for Dynasty Partners.
[ 
Jeff Thomas Headshot
Jeff Thomas
Assistant Vice President, Platform Operations
](https://dynastyfinancialpartners.com/team/jeff-thomas/ “Jeff Thomas”)
Jeff Thomas, Assistant Vice President, Platform Operations, assists in managing the operational aspects of the Dynasty Partners platform, ensuring smooth functionality.
[ 
Trang Tran Headshot
Trang Tran
Assistant Vice President, Finance
](https://dynastyfinancialpartners.com/team/trang-tran/ “Trang Tran”)
Trang Tran, Assistant Vice President, Finance, supports financial operations and analysis within Dynasty Partners, ensuring accuracy and efficiency in financial processes.
[ 
Tony Wood Headshot
Tony Wood
Assistant Vice President, Network Technology
](https://dynastyfinancialpartners.com/team/tony-wood/ “Tony Wood”)
Tony Wood, Assistant Vice President, Network Technology, supports technology infrastructure and solutions for the Dynasty advisor network, ensuring reliable technology services.
[ 
Victoria Cangero Headshot
Victoria Cangero
Senior Associate, Investment Banking
](https://dynastyfinancialpartners.com/team/victoria-cangero/ “Victoria Cangero”)
Victoria Cangero, Senior Associate, Investment Banking, contributes to investment banking activities at Dynasty Partners, supporting deal execution and financial analysis.
[ 
Declan Cleary Headshot
Declan Cleary
Senior Associate, Platform Service
](https://dynastyfinancialpartners.com/team/declan-cleary/ “Declan Cleary”)
Declan Cleary, Senior Associate, Platform Service, supports the platform service operations at Dynasty Partners, ensuring efficient service delivery to advisors.
[ 
Gary Farnham Headshot
Gary Farnham
Senior Associate, Platform Operations
](https://dynastyfinancialpartners.com/team/gary-farnham/ “Gary Farnham”)
Gary Farnham, Senior Associate, Platform Operations, assists in the operational management of the Dynasty Partners platform, ensuring smooth and reliable service for users.
[ 
Courtney Hartmann Headshot
Courtney Hartmann
Senior Associate, Client Success Manager
](https://dynastyfinancialpartners.com/team/courtney-hartmann/ “Courtney Hartmann”)
Courtney Hartmann, Senior Associate and Client Success Manager, focuses on ensuring client satisfaction and success within the Dynasty Partners network.
[ 
Ryan Hoddinott Headshot
Ryan Hoddinott
Senior Graphic Designer
](https://dynastyfinancialpartners.com/team/ryan-hoddinott/ “Ryan Hoddinott”)
Ryan Hoddinott, Senior Graphic Designer, supports the marketing and branding efforts of Dynasty Partners through visual design and creative content.
[ 
Michele Hopstetter Headshot
Michele Hopstetter
Senior Associate, Human Resources Generalist
](https://dynastyfinancialpartners.com/team/amanda-evans-copy/ “Michele Hopstetter”)
Michele Hopstetter, Senior Associate and Human Resources Generalist, supports HR functions at Dynasty Partners, contributing to employee relations and HR operations.
[ 
Benjamin Lu Headshot
Benjamin Lu
Senior Associate, Platform Operations
](https://dynastyfinancialpartners.com/team/benjamin-lu/ “Benjamin Lu”)
Benjamin Lu, Senior Associate, Platform Operations, assists in the operational management of the Dynasty Partners platform, ensuring efficient and reliable service delivery.
[ 
Tate Miller Headshot
Tate Miller
Senior Associate, Network Compliance
](https://dynastyfinancialpartners.com/team/tate-miller/ “Tate Miller”)
Tate Miller, Senior Associate, Network Compliance, supports compliance initiatives within the Dynasty advisor network, ensuring regulatory adherence and best practices.
[ 
Alex Perdue Headshot
Alex Perdue
Senior Associate, OCFO
](https://dynastyfinancialpartners.com/team/alex-perdue/ “Alex Perdue”)
Alex Perdue, Senior Associate, OCFO, supports the Office of the Chief Financial Officer at Dynasty Partners, contributing to financial management and reporting functions.
[ 
Alexxis Powell Headshot
Alexxis Powell
Senior Associate, Compliance
](https://dynastyfinancialpartners.com/team/alexxis-powell/ “Alexxis Powell”)
Alexxis Powell, Senior Associate, Compliance, supports compliance operations at Dynasty Partners, ensuring regulatory adherence and risk management.
[ 
Amelie Russo Headshot
Amelie Russo
Senior Associate, Investment Banking
](https://dynastyfinancialpartners.com/team/amelie-russo/ “Amelie Russo”)
Amelie Russo, Senior Associate, Investment Banking, contributes to investment banking services offered by Dynasty Partners, supporting deal execution and financial analysis.
[ 
Madonna Henry-Ryan Headshot
Madonna Henry-Ryan
Senior Associate, OCFO
](https://dynastyfinancialpartners.com/team/madonna-henry-ryan/ “Madonna Henry-Ryan”)
Madonna Henry-Ryan, Senior Associate, OCFO, supports the Office of the Chief Financial Officer, contributing to financial administration and operations at Dynasty Partners.
[ 
Nathan Saragoza Headshot
Nathan Saragoza
Senior Associate, Service Team
](https://dynastyfinancialpartners.com/team/nathan-saragoza/ “Nathan Saragoza”)
Nathan Saragoza, Senior Associate, Service Team, is part of the service team at Dynasty Partners, providing support and assistance to advisors.
[ 
Anna Schrank Headshot
Anna Schrank
Senior Associate, Network Marketing
](https://dynastyfinancialpartners.com/team/anna-schrank/ “Anna Schrank”)
Anna Schrank, Senior Associate, Network Marketing, supports marketing initiatives aimed at growing and engaging the Dynasty advisor network.
[ 
Conor Shaughnessy Headshot
Conor Shaughnessy
Senior Associate, Platform Operations
](https://dynastyfinancialpartners.com/team/conor-shaughnessy/ “Conor Shaughnessy”)
Conor Shaughnessy, Senior Associate, Platform Operations, assists in the operational management of the Dynasty Partners platform, ensuring smooth service delivery.
[ 
Ryan Tabris Headshot
Ryan Tabris
Senior Associate, Technology Network Services
](https://dynastyfinancialpartners.com/team/ryan-tabris/ “Ryan Tabris”)
Ryan Tabris, Senior Associate, Technology Network Services, supports technology services for the Dynasty network, ensuring reliable and efficient tech solutions for advisors.
[ 
Liz Tarnof Headshot
Liz Tarnof
Senior Associate, Operations Generalist
](https://dynastyfinancialpartners.com/team/liz-tarnof/ “Liz Tarnof”)
Liz Tarnof, Senior Associate, Operations Generalist, provides general operations support at Dynasty Partners, contributing to efficient workflow and service delivery.
[ 
Jaclyn Wall Headshot
Jaclyn Wall
Senior Associate, Corporate Marketing
](https://dynastyfinancialpartners.com/team/jaclyn-wall/ “Jaclyn Wall”)
Jaclyn Wall, Senior Associate, Corporate Marketing, supports corporate marketing initiatives and brand building for Dynasty Partners.
[ 
Morgan Gutelius Headshot
Morgan Gutelius
Executive Assistant
](https://dynastyfinancialpartners.com/team/morgan-gutelius/ “Morgan Gutelius”)
Morgan Gutelius serves as an Executive Assistant, providing administrative support to executive leadership at Dynasty Partners.
[ Morgan Gutelius Headshot
Maggie Massengill
Executive Assistant
](https://dynastyfinancialpartners.com/team/maggie-massengill/ “Maggie Massengill”)
Maggie Massengill is an Executive Assistant, providing administrative support to executive team members at Dynasty Partners, ensuring efficient operations.
[ 
Kylee Brenenborg Headshot
Kylee Brenenborg
Associate, Human Resources
](https://dynastyfinancialpartners.com/team/kylee-brenenborg/ “Kylee Brenenborg”)
Kylee Brenenborg, Associate, Human Resources, supports the HR department at Dynasty Partners, contributing to talent management and employee programs.
[ 
Rachel Cardenas Headshot
Rachel Cardenas
Investment Product Analyst
](https://dynastyfinancialpartners.com/team/rachel-cardenas/ “Rachel Cardenas”)
Rachel Cardenas, Investment Product Analyst, analyzes investment products and provides research support for Dynasty Partners’ investment strategies and advisor resources.
[ 
Joseph Carvin Headshot
Joseph Carvin
Associate, Dynasty Connect
](https://dynastyfinancialpartners.com/team/joseph-carvin/ “Joseph Carvin”)
Joseph Carvin, Associate, Dynasty Connect, supports the Dynasty Connect platform, enhancing connectivity and collaboration within the advisor network.
[ 
Carson Demberger Headshot
Carson Demberger
Associate, Business Development
](https://dynastyfinancialpartners.com/team/carson-demberger/ “Carson Demberger”)
Carson Demberger, Associate, Business Development, supports business development efforts at Dynasty Partners, contributing to expansion and partnership initiatives.
[ 
Sean Dingle Headshot
Sean Dingle
Associate, Platform Operations
](https://dynastyfinancialpartners.com/team/sean-dingle/ “Sean Dingle”)
Sean Dingle, Associate, Platform Operations, assists in the day-to-day operations of the Dynasty Partners platform, ensuring efficient service delivery.
[ 
Mary Katherine Dunleavy Headshot
Mary Katherine Dunleavy
Associate, Compliance Advisor
](https://dynastyfinancialpartners.com/team/mary-katherine-dunleavy/ “Mary Katherine Dunleavy”)
Mary Katherine Dunleavy, Associate and Compliance Advisor, provides compliance advisory services within Dynasty Partners, ensuring regulatory adherence and best practices.
[ 
Brady Durkin Headshot
Brady Durkin
Associate, OCFO
](https://dynastyfinancialpartners.com/team/brady-durkin/ “Brady Durkin”)
Brady Durkin, Associate, OCFO, supports the Office of the Chief Financial Officer, contributing to financial operations and administrative tasks.
[ 
Liliana Echeverria Headshot
Liliana Echeverria
Associate, Billing Reconciliation Analyst
](https://dynastyfinancialpartners.com/team/liliana-echeverria/ “Liliana Echeverria”)
Liliana Echeverria, Associate and Billing Reconciliation Analyst, focuses on billing reconciliation processes at Dynasty Partners, ensuring accuracy and efficient billing operations.
[ 
CJ Ferro Headshot
CJ Ferro
Associate, Sales Development Representative, Dynasty Connect
](https://dynastyfinancialpartners.com/team/cj-ferro/ “CJ Ferro”)
CJ Ferro, Associate and Sales Development Representative for Dynasty Connect, supports sales and business development for the Dynasty Connect platform.
[ 
Grant Fiema Headshot
Grant Fiema
Associate, Network Marketing
](https://dynastyfinancialpartners.com/team/grant-fiema/ “Grant Fiema”)
Grant Fiema, Associate, Network Marketing, supports marketing initiatives focused on the Dynasty advisor network, contributing to growth and engagement.
[ 
Hanna Gade Headshot
Hanna Gade
Associate, Account Executive
](https://dynastyfinancialpartners.com/team/hanna-gade/ “Hanna Gade”)
Hanna Gade, Associate and Account Executive, supports account management functions, ensuring client satisfaction and relationship building within Dynasty Partners.
[ 
Jason Geronimo Headshot
Jason Geronimo
Associate, Advisory Billing Platform
](https://dynastyfinancialpartners.com/team/jason-geronimo/ “Jason Geronimo”)
Jason Geronimo, Associate, Advisory Billing Platform, supports the advisory billing platform operations at Dynasty Partners, ensuring efficient and accurate billing processes.
[ 
Cyrus Ghiai-Chamlou Headshot
Cyrus Ghiai-Chamlou
Analyst, Investment Banking
](https://dynastyfinancialpartners.com/team/cyrus-ghiai-chamlou/ “Cyrus Ghiai-Chamlou”)
Cyrus Ghiai-Chamlou, Analyst, Investment Banking, provides analytical support for investment banking activities at Dynasty Partners, contributing to deal execution and financial analysis.
[ 
Alexa Hann Headshot
Alexa Hann
Associate, Product Manager
](https://dynastyfinancialpartners.com/team/alexa-hann/ “Alexa Hann”)
Alexa Hann, Associate and Product Manager, supports product management and development at Dynasty Partners, contributing to innovative solutions for advisors.
[ 
Vishnu Jayakumar Headshot
Vishnu Jayakumar
Associate, Data Engineer
](https://dynastyfinancialpartners.com/team/vishnu-jayakumar/ “Vishnu Jayakumar”)
Vishnu Jayakumar, Associate, Data Engineer, supports data engineering efforts, contributing to data infrastructure and analytical capabilities at Dynasty Partners.
[ 
Giovanni Mannino Headshot
Giovanni Mannino
Associate, Technology Network Services
](https://dynastyfinancialpartners.com/team/giovanni-mannino/ “Giovanni Mannino”)
Giovanni Mannino, Associate, Technology Network Services, supports technology services for the Dynasty network, ensuring reliable and efficient tech solutions for advisors.
[ 
Cassidy Lockhart Headshot
Cassidy Lockhart
Associate, Network Technology
](https://dynastyfinancialpartners.com/team/cassidy-myers/ “Cassidy Lockhart”)
Cassidy Lockhart, Associate, Network Technology, supports technology infrastructure and solutions for the Dynasty advisor network, ensuring reliable technology services.
[ 
Blake Neely Headshot
Blake Neely
Associate, Billing Analyst and Operations
](https://dynastyfinancialpartners.com/team/blake-neely/ “Blake Neely”)
Blake Neely, Associate, Billing Analyst and Operations, supports billing analysis and operations at Dynasty Partners, ensuring accuracy and efficiency in billing processes.
[ 
Haleigh Rogers Headshot
Haleigh Rogers
Associate, Public Relations and Communications
](https://dynastyfinancialpartners.com/team/haleigh-rogers/ “Haleigh Rogers”)
Haleigh Rogers, Associate, Public Relations and Communications, supports public relations and communication initiatives for Dynasty Partners, enhancing media relations and public outreach.
[ 
Ava Setteducato Headshot
Ava Setteducato
Associate, Dynasty Marketing Services
](https://dynastyfinancialpartners.com/team/ava-setteducato/ “Ava Setteducato”)
Ava Setteducato, Associate, Dynasty Marketing Services, supports marketing services provided to Dynasty partner firms, contributing to advisor marketing efforts.
[ 
Samuel Souder Headshot
Samuel Souder
Associate, Finance
](https://dynastyfinancialpartners.com/team/samuel-souder/ “Samuel Souder”)
Samuel Souder, Associate, Finance, supports financial operations and analysis within Dynasty Partners, ensuring accuracy and efficiency in financial processes.
[ 
Alexander Swan Headshot
Alexander Swan
Associate, Wealth Management Technology
](https://dynastyfinancialpartners.com/team/alexander-swan/ “Alexander Swan”)
Alexander Swan, Associate, Wealth Management Technology, supports technology solutions related to wealth management at Dynasty Partners, contributing to advisor tech resources.
[ 
TJ Thomas Headshot
TJ Thomas
Associate, Wealth Management Technology
](https://dynastyfinancialpartners.com/team/tj-thomas/ “TJ Thomas”)
TJ Thomas, Associate, Wealth Management Technology, supports technology initiatives related to wealth management at Dynasty Partners, enhancing advisor technology platforms.
[ 
Maria Tsolakis Headshot
Maria Tsolakis
Associate, Advisory Billing
](https://dynastyfinancialpartners.com/team/maria-tsolakis/ “Maria Tsolakis”)
Maria Tsolakis, Associate, Advisory Billing, supports advisory billing operations at Dynasty Partners, ensuring accurate and efficient billing processes for advisors.
[ 
Jack Waltman Headshot
Jack Waltman
Associate, Sales Development Representative, Dynasty Connect
](https://dynastyfinancialpartners.com/team/jack-waltman/ “Jack Waltman”)
Jack Waltman, Associate and Sales Development Representative for Dynasty Connect, supports sales and business development for the Dynasty Connect platform.
[ 
Seth Weaver Headshot
Seth Weaver
Associate, Implementation Specialist
](https://dynastyfinancialpartners.com/team/seth-weaver/ “Seth Weaver”)
Seth Weaver, Associate and Implementation Specialist, supports the implementation process for new advisory firms joining Dynasty Partners, ensuring smooth onboarding.
[ 
Laura Young Headshot
Laura Young
Associate, Billing Platform Operations
](https://dynastyfinancialpartners.com/team/laura-young/ “Laura Young”)
Laura Young, Associate, Billing Platform Operations, supports the operations of the billing platform at Dynasty Partners, ensuring efficient and accurate billing services.
Investments Team
Our Investment Team is composed of seasoned professionals dedicated to providing strategic investment guidance and resources to our partners. They are committed to delivering insightful analysis and support to help advisors make informed decisions.
[ Bob Shea Headshot
Bob Shea
Chief Investment Officer
](https://dynastyfinancialpartners.com/team/bob-shea/ “Bob Shea”)
Bob Shea, as Chief Investment Officer, leads the Investments Team and sets the overall investment strategy for Dynasty Partners, guiding investment decisions and research.
[ 
Peter Greenberger Investment Team Headshot
Peter M. Greenberger CFA, CFP®
Senior Vice President, Manager Product Administration
](https://dynastyfinancialpartners.com/team/peter-greenberger/ “Peter M. Greenberger CFA, CFP®”)
Peter M. Greenberger, Senior Vice President and Manager of Product Administration, oversees product administration within the Investments Team, ensuring efficient operations.
[ 
Pat Nerney Investment Team Headshot
Pat Nerney
Senior Vice President, Investments
](https://dynastyfinancialpartners.com/team/pat-nerney/ “Pat Nerney”)
Pat Nerney, Senior Vice President, Investments, contributes to investment strategy and research within the Investments Team, providing expertise and analysis.
[ 
Jaycee Kertzman Investment Team Headshot
Jaycee Kertzman, CFA
Vice President, Investments
](https://dynastyfinancialpartners.com/team/jaycee-kertzman/ “Jaycee Kertzman, CFA”)
Jaycee Kertzman, Vice President, Investments, plays a key role in investment analysis and research within the Investments Team, supporting strategic investment decisions.
Board of Directors
Our Board of Directors provides invaluable guidance and oversight, bringing diverse expertise and perspectives to Dynasty Partners. Their leadership ensures strong governance and strategic direction for the company.
[ Morgan Gutelius Headshot
Harvey Golub
Chairman
](https://dynastyfinancialpartners.com/team/harvey-golub/ “Harvey Golub”)
Harvey Golub serves as the Chairman of the Board, providing leadership and strategic direction to Dynasty Partners with his extensive business experience.
[ Morgan Gutelius Headshot
Todd Thomson
Director
](https://dynastyfinancialpartners.com/team/todd-thomson/ “Todd Thomson”)
Todd Thomson is a Director on the Board, contributing his expertise in finance and business strategy to guide Dynasty Partners’ growth and governance.
[ Morgan Gutelius Headshot
Jerrold Eberhardt
Director
](https://dynastyfinancialpartners.com/team/jerrold-eberhardt/ “Jerrold Eberhardt”)
Jerrold Eberhardt is a Director on the Board, bringing his business acumen and leadership experience to support Dynasty Partners’ strategic initiatives.
[ Morgan Gutelius Headshot
Sam Levinson
Director
](https://dynastyfinancialpartners.com/team/sam-levinson/ “Sam Levinson”)
Sam Levinson serves as a Director, contributing his expertise in financial markets and investment strategies to the Board of Dynasty Partners.
[ Morgan Gutelius Headshot
Avery Johnson
Director
](https://dynastyfinancialpartners.com/team/avery-johnson/ “Avery Johnson”)
Avery Johnson, a Director on the Board, provides strategic insights and leadership guidance to Dynasty Partners, leveraging his diverse business background.
[ Morgan Gutelius Headshot
John Seifert
Director
](https://dynastyfinancialpartners.com/team/john-seifert/ “John Seifert”)
John Seifert is a Director, bringing his extensive experience in business management and leadership to the Board of Directors of Dynasty Partners.
[ Morgan Gutelius Headshot
Vidur Khatri
Director
](https://dynastyfinancialpartners.com/team/vidur-khatri/ “Vidur Khatri”)
Vidur Khatri, Director, contributes his financial expertise and strategic thinking to the Board of Directors of Dynasty Partners, supporting governance and growth.
[ Morgan Gutelius Headshot
Shirl Penney
President and CEO
](https://dynastyfinancialpartners.com/team/shirl-penney/ “Shirl Penney”)
Shirl Penney, as President and CEO, also serves as a Director on the Board, ensuring alignment between executive leadership and board governance.
Investment Committee
The Investment Committee is responsible for overseeing the investment policies and strategies of Dynasty Partners. This committee ensures a rigorous and thoughtful approach to investment management, benefiting our advisors and their clients.
[ Bob Shea Headshot
Bob Shea
Chief Investment Officer
](https://dynastyfinancialpartners.com/team/bob-shea/ “Bob Shea”)
Bob Shea, as Chief Investment Officer, chairs the Investment Committee, leading the oversight of investment policies and strategies for Dynasty Partners.
[ 
Todd Thomson Investment Committee Headshot
Todd Thomson
Director
](https://dynastyfinancialpartners.com/team/todd-thomson/ “Todd Thomson”)
Todd Thomson, a Director on the Board, also serves on the Investment Committee, providing his financial expertise to guide investment oversight.
[ 
David Darst Investment Committee Headshot
David Darst, CFA
Senior Investment Advisor
](https://dynastyfinancialpartners.com/team/david-m-darst-cfa-2/ “David Darst, CFA”)
David Darst, Senior Investment Advisor, brings his extensive investment knowledge and experience to the Investment Committee, supporting strategic investment decisions.
[ Jonathan Morris Headshot
Jonathan Morris
Chief Legal and Governance Officer
](https://dynastyfinancialpartners.com/team/jonathan-morris/ “Jonathan Morris”)
Jonathan Morris, Chief Legal and Governance Officer, serves on the Investment Committee, providing legal and governance oversight to investment policies and decisions.
[ Jaycee Kertzman Investment Team Headshot
Jaycee Kertzman, CFA
Vice President, Investments
](https://dynastyfinancialpartners.com/team/jaycee-kertzman/ “Jaycee Kertzman, CFA”)
Jaycee Kertzman, Vice President, Investments, is a member of the Investment Committee, contributing her investment expertise and analysis to investment oversight.
[ 
Brian Reich Investment Committee Headshot
Brian Reich
Vice President, Investment Committee
](https://dynastyfinancialpartners.com/team/brian-reich-2/ “Brian Reich”)
Brian Reich, Vice President, Investment Committee, plays a vital role in the committee, contributing to the oversight of investment strategies and policies at Dynasty Partners.
Dynasty Partners is more than just a platform; it’s a partnership built on the strength and dedication of our team. We are committed to providing our advisory partners with the expertise, resources, and support they need to achieve their business goals and deliver exceptional client service. We invite you to learn more about how partnering with Dynasty Partners can elevate your firm.
