Shirl Thomas Penney
Founder at Dynasty Financial Partners LLC
Shirl Thomas Penney active positions
| Companies | Position | Start | End |
|---|---|---|---|
Dynasty Financial Partners LLC
 Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Director/Board Member | 31/12/2007 | - |
| Chief Executive Officer | 31/12/2007 | - | |
| Founder | 31/12/2007 | - | |
| President | 31/12/2007 | - | |
Dynasty Wealth Management LLC
 Dynasty Wealth Management LLC Investment ManagersFinance Dynasty Wealth Management LLC (DWM) is a SEC-registered investment advisor and wealth management firm headquartered in St. Petersburg, Florida. The firm was founded in 2010 and is a subsidiary of Dynasty Financial Partners LLC, owned by GF-Dynasty Holdings LLC. DWM sponsors an investment management platform, also known as Dynasty TAMP Services (a turnkey asset management program) and offers Investment Programs / Model Portfolios and OCIO Services. | Director/Board Member | 01/03/2010 | - |
| Chief Executive Officer | 01/03/2010 | - | |
| President | - | - | |
Dynasty Financial Partners, Inc.
 Dynasty Financial Partners, Inc. Information Technology ServicesTechnology Services Dynasty Financial Partners, Inc. provides technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. The company was incorporated on August 16, 2021 and is headquartered St. Petersburg, FL. | Director/Board Member | 15/08/2021 | - |
| Chief Executive Officer | 15/08/2021 | - | |
| President | 15/08/2021 | - |
Career history of Shirl Thomas Penney
Training of Shirl Thomas Penney
| Bates College | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Director/Board Member | 3 |
| Chief Executive Officer | 3 |
| President | 3 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
| Technology Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Dynasty Financial Partners LLC
Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Finance |
Dynasty Wealth Management LLC
Dynasty Wealth Management LLC Investment ManagersFinance Dynasty Wealth Management LLC (DWM) is a SEC-registered investment advisor and wealth management firm headquartered in St. Petersburg, Florida. The firm was founded in 2010 and is a subsidiary of Dynasty Financial Partners LLC, owned by GF-Dynasty Holdings LLC. DWM sponsors an investment management platform, also known as Dynasty TAMP Services (a turnkey asset management program) and offers Investment Programs / Model Portfolios and OCIO Services. | Finance |
Dynasty Financial Partners, Inc.
Dynasty Financial Partners, Inc. Information Technology ServicesTechnology Services Dynasty Financial Partners, Inc. provides technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. The company was incorporated on August 16, 2021 and is headquartered St. Petersburg, FL. | Technology Services |
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