Shirl Penney
Shirl Penney is the Co-Founder, President and CEO of Dynasty Financial Partners, one of the leading advocates and platforms for independent wealth advisor firms. Under his leadership, Dynasty has grown to nearly $100 billion in assets under management. Prior to Dynasty, he worked at Citi Smith Barney in various leadership roles including director of private wealth management and head of executive financial services. Penney is a go-to source for leading business publications in search of insights on the financial advice industry. He is a thought leader in the industry and sought for his insight on key trends and issues impacting the rapidly evolving wealth management landscape. He is also active in numerous charitable causes focused on education, poverty, ALS, and veteran services.
Shirl Penney Professional Experience / Academic History
Professional Experience
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Founder, President and CEO
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Director of Business Development and Director of Executive Financial Services
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Director of Private Wealth Management
Academic History
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B.A., Economics
CURRENT AFFILIATIONS
Member, Young Presidents Organization
Supporter, Wounded Warrior Project
Supporter, The IDEAL School of Manhattan
Supporter, New York Harbor Foundation
Supporter, The Kind Mouse Productions
Supporter, Right to Play
RECOGNITIONS
2016 Investmentnews Icons and Innovators in Wealth Management
2015 InvestmentNews 40 Most Influential People in Wealth Management Under 40
MEDIA & PUBLICATIONS