Shirl Penney — SPARQNOW

At-a-Glance

Founder and CEO of Dynasty Financial Partners, a service platform for financial advisors and RIAs.
Previously served as Director of Private Wealth Management at Morgan Stanley.
Held a role at Citigroup.
A Finance Leaders Fellow at The Aspen Institute.

Biography

Shirl Penney is the Founder and CEO of Dynasty Financial Partners. He established Dynasty with the goal of enhancing the financial advisor model by providing a service platform that enables advisors to better serve clients, efficiently grow their businesses, and minimize conflicts of interest.

Dynasty Financial Partners offers solutions to streamline various aspects of business for advisors who run their own Registered Investment Advisor (RIA) firms or are considering independence.