Shirl Penney

Shirl Penney is the Founder, President and Chief Executive Officer of Dynasty Financial Partners, a leading integrated platform services company for independent wealth management advisory firms. He is a go-to resource for leading business publications in search of insights on the financial advice industry, and is a frequent speaker at industry events, often quoted in various financial publications. Prior to Dynasty, Shirl worked at Citi Smith Barney in various leadership roles including director of private wealth management and head of executive financial services. Shirl and his wife are active in various charitable causes with a focus on education, poverty, ALS, and veteran services. He is also a member of the inaugural class of Finance Fellows at the Aspen Institute.