Shirl Penney

Shirl Penney

Formal First Name

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.

Professional Experience

Academic History

Shirl Penney's Accomplishments

  • Icons & Innovators, InvestmentNews

  • Fellow of the Aspen Global Leadership Network, The Aspen Institute

  • Innovation: Client Investments Platform, PAM Award

  • Best Newcomer: Advisory Consulting 2002, PAM Award

  • Investment News 40 Under 40, InvestmentNews

  • RIA Biz Top Person in RIA Space, RIABiz

  • Bachelor's Degree - Economics, Bates College

Shirl Penney's Community Involvement

  • Founder, Clarence Townsend Foundation

  • Board of Directors, New York Breeders Association

  • Supporter, Wounded Warrior Project

  • Supporter, The IDEAL School of Manhattan

  • Supporter, New York Harbor Foundation

  • Supporter, Right to Play

  • Supporter, The Kind Mouse Productions