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Dynasty Financial Partners

10 Decision Makers Β· 11 Verified Contacts & Email Format

dynastyfinancialpartners.com
πŸ“ St. Petersburg, Florida, United StatesFinance & BankingπŸ—“ Est. 2010πŸ‘₯ 251–500 employees

About Dynasty Financial Partners

Dynasty Financial Partners is a wealth-tech platform for financial advisors.

Email Format

{first_name}{last_name}@dynastyfinancialpartners.com β€” 100.0%

sarahsmith@dynastyfinancialpartners.com

Leadership & Decision Makers

Contact details of 10 Dynasty Financial Partners decision makers

Shirl Penney

Chief Executive Officer LinkedIn

  • Work email

    s*********y@dynastyfinancialpartners.com

Sally Cates

Managing Director LinkedIn

  • Work email

    s********s@dynastyfinancialpartners.com

Caitlin Douglas

Director, Head of Transition Services LinkedIn

  • Work email

    c************s@dynastyfinancialpartners.com

Nicholas Stile

Vice President Marketing LinkedIn

  • Work email

    n***********e@dynastyfinancialpartners.com

Pat Nerney

Vice President LinkedIn

  • Work email

    p*******y@dynastyfinancialpartners.com

Leigh Emery

Vice President, Chief Compliance Officer for the Dynasty Network LinkedIn

  • Work email

    l********y@dynastyfinancialpartners.com

Gordon Abel

Managing Director, Chief Marketing Officer & Head of Diversity and Inclusion LinkedIn

  • Work email

    g********l@dynastyfinancialpartners.com

Ron Insana

Chief Market Strategist

Frank Coates

Chief Technology Officer

Edward C. Swenson

Founder

Team & Specialists

Contact details of 1 Dynasty Financial Partners team members

Kate Pierson

Business Development Manager LinkedIn

  • Work email

    k*********n@dynastyfinancialpartners.com

General Emails

General company emails, e.g. customer support lines

    info@dynastyfinancialpartners.com

    General Inquiries

    sallycates@dynastyfinancialpartners.com

    Unclassified inbox

    patmulvey@dynastyfinancialpartners.com

    Unclassified inbox

    u003cshirlpenney@dynastyfinancialpartners.com

    Unclassified inbox

Verify Dynasty Financial Partners Emails

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Company Info

Last updated: 27/07/2025

dynastyfinancialpartners.com

+1 212 373 1000

St. Petersburg, Florida, United States

Legal Name: Dynasty Financial Partners, LLC.
Employees: 251-500
Founded Date: 2010
Company Type: For Profit
Operating Status: Active
Investor Type: Private Equity Firm
Last Funding Type: Venture - Series Unknown
Phone Number: +1 212 373 1000
Last Investment Activity: Nov 7, 2023
Investments Activity: Nov 7, 2023 Sep 22, 2023 Aug 22, 2023

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