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Shirl Penney on Building a $100 Billion RIA Platform (Podcast)

Shirl Penney on Building a $100 Billion RIA Platform (Podcast)

Masters in Business

April 1, 20211h 7m

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Show Notes

Bloomberg Opinion columnist Barry Ritholtz speaks with Shirl Penney, who is the founder of Dynasty Financial Partners, a leading integrated platform services company for independent wealth-management advisory firms. Penney currently serves as Dynasty's president and CEO and is a member of its board of directors. The firm has over $60 billion in assets on its platform.

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