Angela Gingras is Managing Director of Operations at Dynasty Financial Partners, a leading provider of wealth management and technology platforms for select financial advisory firms. At Dynasty, she is responsible for the operational oversight of the firm's turnkey asset management platform. Angela is an industry veteran with more than 25 years of experience in the financial services industry. Prior to joining Dynasty, she spent 22 years of her career with Raymond James, where she primarily focused on supporting and advocating the custom needs of independent financial advisors and their RIAs under Raymond James Financial Services. She held various roles and increasing management responsibilities across the independent broker dealer, allowing her to gain tremendous experience overseeing areas such as client service, operations, practice management, discretionary asset management offerings, advisor supervision, and compliance.
At Raymond James, she oversaw the governance responsibilities of the corporate compliance framework per Federal Reserve Board expectations.
She was also responsible for the compliance oversight program for RJ broker dealer back office operations clearing and custody functions.
Prior to joining Dynasty, she most recently held the position of Vice President of Operations & Administration with Raymond James.
She held management roles with Morgan Stanley and Bank of America during her financial services career.
At Morgan Stanley, she provided firm principal oversight and risk management for six offices in Tampa Bay.
Angela holds Series 7, 9, 10, and 63 license designations.