Samantha Sullivan
Director, Operations
Samantha Sullivan is the Director & Head of Investment Operations at Dynasty Financial Partners, where she leads a team of over 30 professionals across trading, billing, reconciliation, transitions, and project management. With 15 years of experience in investment operations, Samantha has helped develop Dynasty’s operational platform to support tens of billions in assets across over one hundred thousand client accounts.
In her role, Samantha collaborates closely with Dynasty’s executive team, advisory network, and technology providers to drive innovation, elevate the advisor and client experience, and strengthen the firm’s multi-custodian platform. Since joining in 2017 she has contributed to expanding Dynasty’s TAMP capabilities, leading large-scale integrations, and advancing the firm’s investment solutions.
Prior to joining Dynasty, Samantha served as Vice President of Research and Portfolio Management at Las Olas Capital Advisors, a registered investment advisor based in South Florida. She also held various wealth management roles at UBS and Morgan Stanley, working in offices across Fort Lauderdale, Atlanta, and New York.
A native Floridian, Samantha earned her MBA with a concentration in Finance from Nova Southeastern University and holds a BS in Exercise Science from Florida State University.
In her role, Samantha collaborates closely with Dynasty’s executive team, advisory network, and technology providers to drive innovation, elevate the advisor and client experience, and strengthen the firm’s multi-custodian platform. Since joining in 2017 she has contributed to expanding Dynasty’s TAMP capabilities, leading large-scale integrations, and advancing the firm’s investment solutions.
Prior to joining Dynasty, Samantha served as Vice President of Research and Portfolio Management at Las Olas Capital Advisors, a registered investment advisor based in South Florida. She also held various wealth management roles at UBS and Morgan Stanley, working in offices across Fort Lauderdale, Atlanta, and New York.
A native Floridian, Samantha earned her MBA with a concentration in Finance from Nova Southeastern University and holds a BS in Exercise Science from Florida State University.
