2016 Innovator: Shirl Penney
The firm he founded, Dynasty, is focused on the specialized needs of top RIAs across the country.
Before founding Dynasty Financial Partners in 2010,president and CEO Shirl Penney spent 18 months doing a listening tour.
He had observed an accelerated trend of wirehouse advisers with ultrahigh-net-worth clients outgrowing their platforms and going independent. He saw an opportunity.
After m
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