Shirl Penney

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Shirl Penney

Chief Executive Officer

Dynasty Financial Partners

Shirl Penney is the founder of Dynasty Financial Partners. He currently serves as President and CEO of Dynasty and is a member of the Board of Directors. Dynasty is a leading integrated platform services company for independent wealth management advisory firms. Dynasty has received many industry awards and recognition for its impact on the wealth management industry since its launch in 2010. Shirl is a frequent speaker at industry events, often quoted in various financial publications, and was named to Investment News' 2015 list of 40 most influential people in wealth management under the age of 40. Shirl was also named to the 2016 inaugural list of Icons and Innovators in wealth management by Investment News.

Talks About
#ria #indie #independence #dynastynetwork #entraprenuership

Preferred Locations
#NorthAmerica

Speaking Engagements

Inside ETF's 2023

Paid

Join RIAs, institutional investors, family offices, independent broker-dealers, regional advisors, wire houses, financial planners, asset owners and ETF buyers. Connect with ETF issuers, ETF strategists, asset managers and technology providers to learn more about the increasing number of investment options now available – and ultimately the solut

21-24 May 2023

Finance

RIA Edge 2023

Paid

RIA Edge is designed to help you become the top 1-2% of RIA firms in the industry through unmatched learning experiences and unique networking opportunities. RIA Edge is also part of Wealth Management EDGE. So as well as high-level debates on the RIA Edge main stage, you also get access to Inside ETFs, WealthStack and visionary keynote addresses in

21-24 May 2023

Finance

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Shirl Penney

Chief Executive Officer

Speaking Engagements

Inside ETF's 2023

RIA Edge 2023