Shirl Penney
About Shirl Penney
Shirl Penney serves as the Chief Executive Officer of Dynasty Financial Partners, where he promotes a collaborative community for financial advisors. He advocates for advisor independence by providing solutions that streamline operations and reduce challenges in owning a Registered Investment Advisor (RIA).
Work at Dynasty
Shirl Penney serves as the Chief Executive Officer of Dynasty Financial Partners, a position he has held since 2010. Under his leadership, the company promotes a collaborative community through the Dynasty Network, which includes various resource partners. This network provides unique access and scale that benefits both network firms and their clients. Penney focuses on empowering financial advisors by offering solutions that streamline business operations and reduce the challenges associated with owning a Registered Investment Advisor (RIA). He founded Dynasty Financial Partners with the aim of enhancing the financial advisor model and creating a service platform that supports advisors in growing their businesses efficiently.
Education and Expertise
Shirl Penney studied at Bates College, where he earned a Bachelor’s Degree in Economics from 1995 to 1999. His educational background provides a foundation for his expertise in financial services and business development. This academic experience contributes to his understanding of economic principles and their application within the financial advisory sector.
Background
Prior to his role at Dynasty Financial Partners, Shirl Penney held several significant positions in the financial services industry. He worked at Salomon Smith Barney as Director of Private Wealth Management from 1999 to 2005. He then joined Citigroup, where he served as Director of Business Development for Global Wealth Advisory Services from 2005 to 2008 and later as Director of Executive Financial Services from 2007 to 2008. These roles helped shape his approach to financial advisory services and business development.
Current Involvement
In addition to his role at Dynasty Financial Partners, Shirl Penney has been involved with The Aspen Institute as a Finance Leaders Fellow since 2016. This position allows him to engage with other leaders in the finance sector, further enhancing his insights and contributions to the industry. His current activities reflect his commitment to promoting independence for financial advisors and improving the overall financial advisory landscape.