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Meet Our Team

At Dynasty, our Network of advisors does not work for us – we work and advocate for them. The integrity and experience of our team is dedicated to supporting our advisors and, in turn, their clients.

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People-Focused People

We surround our advisors with people who have the skills, commitment, and integrity to inspire and deliver a relationship-based experience.

man in white button up with a blue vest

Shirl Penney

President and CEO
Justin Weinkle

Justin Weinkle

Chief Financial Officer
financial advisor in green tie

Jonathan Morris

Chief Legal and Governance Officer
Andrew Marsh

Andrew Marsh

Vice Chairman
Bob Shea

Bob Shea

Chief Investment Officer
financial advisor in spotted blue tie

Gordon Abel

Chief Marketing Officer
lady in black sweater with yellow landyard

Sally Cates

Managing Director, Head of Public Relations and Communications
financial advisor in pink shirt

Jennifer Dorgan

Managing Director, Chief Administrative Officer
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Tim Oden

Executive in Residence
Pam Stross Headshot

Pam Stross

Executive in Residence
financial advisor outside

John Sullivan

Managing Director, Head of Business Development, Central Division
smiling financial advisor looking at camera

Ben Bines

Director of Business Development, Northeastern Division
Sean Lindenbaum

Sean Lindenbaum

Director of Business Development, Southeast Division
smiling financial advisor with light colored shirt

James Gardiner

Director of Business Development
TJay Kowalchuk Senior Vice President, Business Development West Coast

TJay Kowalchuk

Senior Vice President of Business Development, Western Division
financial advisor in spotted purple tie

Mason Salit

Managing Director, Chief Talent Officer – Dynasty Network
sitting financial advisor in blue jeans

Sam Anderson

Head of Corporate Development
Harris Baltch smiling

Harris Baltch

Managing Director, Head of Investment Banking
financial advisor in gray suit with blue pocket square

Gordon Ross

Chief Client Officer
Leslie Dentinger

Leslie Norman

Chief Technology Officer
financial advisor with city street in background

Jeremy Zoladz

Managing Director, Co-Head of Relationship Management
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Caitlin Douglas

Managing Director, Transition Services and Co-Head of Service
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Brendan Bell

Head of Dynasty Connect
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Jeremy Gilbert

Senior Vice President, Chief of Staff
financial advisor in striped blouse

Katie Cook

Vice President, Chief of Staff to Chief Operating Officer
financial advisor smiling in black suit

Samantha Sullivan

Director, Operations
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Torie Von Alt

Public Relations Consultant
Cameron Bullock

Cameron Bullock

Senior Vice President, Finance
Andrew Butte

Andrew Butte

Senior Vice President, Compliance
Elizabeth Cancelosi

Elizabeth Cancelosi

Senior Vice President, Transition Services
Zong Chen

Zong Chen

Senior Vice President, Information Technology
financial advisor with red tie

Michael D’Agostino

Senior Vice President, Platform Operations
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AJ Emanuele

Senior Vice President, Senior Product Manager
smiling financial advisor in black blouse

Erica Sperber Gillard

Senior Vice President, Platform Operations
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Casey Jorgensen

Senior Vice President, Head of Dynasty Institute for Adaptive Leadership
Catherine Mitchell

Catherine Mitchell

Senior Vice President, Network Marketing
smiling financial advisor near windows

Chris O’Brien

Senior Vice President, Legal
Ryan O'Connell

Ryan O’Connell

Senior Vice President, Product Specialist CRM
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Tim Reinhart

Senior Vice President, Senior Product Manager
Matt Shute

Matt Shute

Senior Vice President, Relationship Management
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Nicholas Stile

Senior Vice President, Community Marketing
Vladimir Voyuts

Vladimir Voyuts

Senior Vice President, Engineering
Carolyn Boyce

Carolyn Boyce

Vice President, Technology
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Dylan Dierig

Vice President, Investment Banking
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Jonathan Van Eaton

Vice President, Relationship Management
women in blue suit and glasses

Amanda Evans

Vice President, Finance
financial advisor in blue suit and tie

Nick Faccenda

Vice President, Platform Operations
Porter Fraser

Porter Fraser

Vice President, Dynasty Connect
Garrett Grafton

Garrett Grafton

Vice President, Compliance
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Bonnie Hill

Vice President, Vendor Management Coordinator
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Elisa Hirschfield

Vice President, Data Operations System Analyst
financial advisor in green blouse

Gabby Hurtado

Vice President, Relationship Management
financial advisor with folded arms in pink shirt

Allison Marshall

Vice President, Controls & Reconciliation Manager
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Kenneth Martino

Vice President, Network Marketing
female financial advisor smiling dressed professionally

Diana Masch

Vice President, Transition Services
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Meredith Pippio

Vice President, Sr. HR Business Partner
Steve Rusnak

Steve Rusnak

Vice President, Finance Consultant
financial advisor in gray suit with blue shirt

Clay Simon

Vice President, Platform Operations
Liza Tarr

Liza Tarr

Vice President, Relationship Management
financial advisor in gray suit with gray tie

Cole Turner

Vice President, Network Development
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Jackson Wolfe

Vice President, Transition Services
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Mac del Valle

Vice President, Data Engineering
financial advisor with light blue tie

Aaron Zander

Vice President, Platform Operations
financial advisor with zippered shirt

Lauren Bryant

Assistant Vice President, Dynasty Marketing Services
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Tyler Campbell

Assistant Vice President, Change Management Specialist, Platform Operations
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Christopher Costanza

Assistant Vice President, Software Engineer
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Alexis Franco

Assistant Vice President, Transition Services
Noble Harris

Noble Harris

Assistant Vice President, OCFO
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Bailee Hill

Assistant Vice President, Investment Analyst
man in black suit with purple button up shirt

Jayson Keller

Assistant Vice President, Operations Coordinator
sitting financial advisor

Luke Leskanic

Assistant Vice President, Operations Billing
Gabby Martinez

Gabby Martinez

Assistant Vice President, Network Compliance
Keith Parrish

Keith Parrish

Assistant Vice President, Finance
Dynasty HS 2024 Sitting Casual

Carlos Restrepo

Accounting Assistant, OCFO
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Kate Roberts

Assistant Vice President, Business Development
Will Ross Headshot

William Ross

Assistant Vice President, Capital Strategies
Brittanie Stilwell Headshot

Brittanie Stilwell

Assistant Vice President, Deputy Head of Corporate Marketing
financial advisor in dark suit with white shirt

Jeff Thomas

Assistant Vice President, Platform Operations
financial advisor in navy shirt and suit

Trang Tran

Assistant Vice President, Finance
financial advisor in light blue shirt

Tony Wood

Assistant Vice President, Network Technology
Victoria Cangero

Victoria Cangero

Senior Associate, Investment Banking
female smiling in a red blazer and white shirt

Marykate Cavanagh

Senior Associate, Events Marketing Manager
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Declan Cleary

Senior Associate, Platform Service
Gary Farnham

Gary Farnham

Senior Associate, Platform Operations
women in a balck pant suit with a grey tshirt

Courtney Hartmann

Senior Associate, Client Success Manager
women in white top wearing glasses

Michele Hopstetter

Senior Associate, Human Resources Generalist
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Benjamin Lu

Senior Associate, Platform Operations
Tate Miller

Tate Miller

Senior Associate, Network Compliance
Alex Perdue

Alex Perdue

Senior Associate, OCFO
Alexxis Powell

Alexxis Powell

Senior Associate, Compliance
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Amelie Russo

Senior Associate, Investment Banking
Madonna H R

Madonna Henry-Ryan

Senior Associate, OCFO
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Nathan Saragoza

Senior Associate, Service Team
Anna Schrank

Anna Schrank

Senior Associate, Network Marketing
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Conor Shaughnessy

Senior Associate, Platform Operations
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Ryan Tabris

Senior Associate, Technology Network Services
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Liz Tarnof

Senior Associate, Operations Generalist
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Kylee Brenenborg

Executive Assistant, Office of the CEO
man sitting on red bench in a navy blue suit smiling

Joseph Carvin

Associate, Dynasty Connect
Carson Demberger

Carson Demberger

Associate, Business Development
Blonde woman in a baby blue blazer with arms crossed

Mary Katherine Dunleavy

Associate, Compliance Advisor
man in grey suit and in white button up

Brady Durkin

Associate, OCFO
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Liliana Echeverria

Associate, Billing Reconciliation Analyst
man in black suit jacket and white button up

CJ Ferro

Associate, Sales Development Respresentative, Dynasty Connect
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Grant Fiema

Associate, Network Marketing
woman in black top and blonde wavy hair

Hanna Gade

Associate, Account Executive
man in grey suit with a white button up

Jason Geronimo

Associate, Advisory Billing Platform Operatort
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Alexa Hann

Associate, Product Manager
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Vishnu Jayakumar

Associate, Data Engineer
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Giovanni Mannino

Associate, Technology Network Services
Cassidy Myers

Cassidy Myers

Associate, Network Technology
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Blake Neely

Associate, Billing Analyst and Operations
women in purple blazer

Haleigh Rogers

Associate, Public Relations and Communications
female sitting in black pants and blue long sleeve top

Ava Setteducato

Associate, Dynasty Marketing Services
man in blue suit and white button up smiling

Alexander Swan

Associate, Wealth Management Technology
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Jack Waltman

Associate, Sales Development Respresentative, Dynasty Connect
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Laura Young

Associate, Billing Platform Operations
Bob Shea

Bob Shea

Chief Investment Officer
financial advisor with pink pocket square

Marcus Wilson

Senior Vice President, Investment Platforms Management
Peter Greenberger

Peter M. Greenberger CFA, CFP®

Senior Vice President, Manager Product Administration
Pat Nerney

Pat Nerney

Senior Vice President, Investments
financial advisor with yellow tie

John Shahda

Vice President, Investments
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Jaycee Kertzman, CFA

Vice President, Investments
Man in blue suit with arms crossed

Brian Reich

Vice President, Investment Committee

Harvey Golub

Chairman

Todd Thomson

Director

Jerrold Eberhardt

Director

Sam Levinson

Director

Avery Johnson

Director

John Seifert

Director

James Scola

Director

Shirl Penney

President and CEO
Bob Shea

Bob Shea

Chief Investment Officer
Todd Thomson

Todd Thomson

Director
financial advisor with pink tie

David Darst, CFA

Senior Investment Advisor
financial advisor in green tie

Jonathan Morris

Chief Legal and Governance Officer
financial advisor with yellow tie

John Shahda

Vice President, Investments
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Jaycee Kertzman, CFA

Vice President, Investments