Trailblazer Series Spotlights Female Advisors Building Equity And Filling Leadership Roles In The RIA Channel
Dynasty Financial Partners is marking Women’s History Month by highlighting a shift in wealth management: more women are pursuing equity ownership and leadership roles within independent registered investment advisory firms.
While women remain underrepresented across wealth management, representation within parts of the independent channel is gaining visibility. Dynasty reports that 43% of its workforce is female, and points to similar representation within OpenArc, one of the industry’s largest recent breakaway firms, which launched with a female Managing Partner and Chief Operating Officer and a 45% female employee base.
Through the Dynasty Women’s Network, a firmwide resource group focused on the empowerment and advancement of women in the financial services industry, Dynasty is featuring female financial professionals in its third annual Trailblazer Series. The series profiles women across Dynasty’s Network who are leading teams, building ownership stakes, and shaping their respective firm strategies.
“Independence gives advisors greater control over their client relationships, economics, and long-term direction,” said Shirl Penney, Founder and CEO of Dynasty Financial Partners. “For many women, this control creates a clearer path to leadership and equity ownership.”
Dynasty’s Network includes 58 independent RIA firms representing more than 500 advisors and over $125 billion in platform assets. These firms leverage Dynasty’s integrated platform of technology, capital solutions, investment banking, and operational support, empowering advisors to operate independently with the support of institutional-grade resources.
Now in its third year, the Trailblazer Series highlights women who are mentoring emerging professionals, contributing to firm growth, and expanding representation in senior roles across the Network.
The independent model has changed how Helen Andreoli, Managing Partner at Great Diamond Partners, views long-term career growth. “Equity ownership changes the conversation,” she said. “You’re accountable not only for clients, but for the long-term value of the firm.”
The Dynasty Women’s Network was established 7 years ago to enhance the visibility of women, equip the Network with the tools to attract and elevate women, and balance the representation of women in wealth management.
Throughout March, Dynasty will publish Trailblazer profiles on LinkedIn showcasing female financial professionals within independent firms.
Follow the Dynasty Women’s Network Trailblazer Series on LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners/
About Dynasty
Dynasty Financial Partners is a premier provider of integrated technology-enabled wealth management solutions and business services for financial advisory firms, primarily serving high net worth and ultra-high net worth clients in the independent wealth management space. Dynasty offers a comprehensive platform of software and technology tools, business services, and holistic investment management capabilities through an open-architecture platform, delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools, and services provide advisory firms with the supported independence to launch their business, scale their operations, and grow their firms—both organically and inorganically—while allowing them to focus on and better serve their clients.
For more than 15 years, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and their advisors, contributing to the movement of assets from traditional brokerage channels to independent wealth management channels. As Dynasty continues to establish itself as an industry leader, it has developed competitive strengths, including a deep understanding of and strong relationships with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, and an entrepreneurial culture led by an experienced and committed management team. Dynasty is committed to growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing clients’ use of its broader capabilities, launching additional solutions, and facilitating complementary acquisitions. Dynasty believes the independent movement, the separation of where advice is given from where products are manufactured and sold, is still in the very early innings. Dynasty sits at the intersection of the new Triangulation of Wealth model helping to connect independent advice with safe and strong custody solutions that when matched with top tier product execution represents the future of the wealth management that was once just reserved for family office levels of wealth. Dynasty’s award winning technology and desktop operating system allows Dynasty’s business owner RIA clients to service their clients, manage their business, and oversee their investments all in one seamless location that frees them up to spend more time with clients and grow their business.
For more information, please visit www.dynastyfinancialpartners.com.
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Contacts
Media Contact
Sally Cates
sallycates@dynastyfinancialpartners.com
646-704-4500
