Andrew Marsh
Vice Chairman and Head of Core Services
Andrew Marsh, Vice Chairman and Head of Core Services at Dynasty, oversees strategic business reviews, coordinates corporate development opportunities, and assists with the onboarding and expansion of large U.S.-based RIAs. He also manages the firm’s Breakaway Advisor and Existing RIA sales channels and end-client sales through Dynasty Connect.
Before becoming Vice Chairman, Andrew joined Dynasty as its first Executive in Residence in April 2023. He worked closely with the Advisor to CEO, a proprietary program that tailors content and coaching for CEOs in its network of independent registered investment advisors (RIAs).
Andrew’s career in the wealth management industry spans over thirty years. Over these three decades, he has worked as an Equity Research Analyst, Investment Advisor, and Branch Manager. The crowning achievement of Andrew’s career is his founding role and leadership as the President and CEO of Richardson Wealth (formerly GMP Private Client and Richardson GMP) from 2004 until he retired from the firm in 2021. Under his leadership, Richardson Wealth became a top independent wealth firm in Canada and expanded to more than 160 teams, managing over $30 billion before going public in 2020.
Andrew is a former member of the Board of Governors of his alma mater, the University of Guelph. He continues as an active mentor and contributor to the University of Guelph’s School of Business. Andrew is also a former Board member of the Investment Industry Association of Canada and is a member of the Center for Fiduciary Excellence. He is a proud Fellow of the Aspen Institute’s Finance Leaders Program and Global Leadership Network.
Before becoming Vice Chairman, Andrew joined Dynasty as its first Executive in Residence in April 2023. He worked closely with the Advisor to CEO, a proprietary program that tailors content and coaching for CEOs in its network of independent registered investment advisors (RIAs).
Andrew’s career in the wealth management industry spans over thirty years. Over these three decades, he has worked as an Equity Research Analyst, Investment Advisor, and Branch Manager. The crowning achievement of Andrew’s career is his founding role and leadership as the President and CEO of Richardson Wealth (formerly GMP Private Client and Richardson GMP) from 2004 until he retired from the firm in 2021. Under his leadership, Richardson Wealth became a top independent wealth firm in Canada and expanded to more than 160 teams, managing over $30 billion before going public in 2020.
Andrew is a former member of the Board of Governors of his alma mater, the University of Guelph. He continues as an active mentor and contributor to the University of Guelph’s School of Business. Andrew is also a former Board member of the Investment Industry Association of Canada and is a member of the Center for Fiduciary Excellence. He is a proud Fellow of the Aspen Institute’s Finance Leaders Program and Global Leadership Network.
