Dynasty Financial Partners Appoints Leslie Dentinger Norman as Chief Technology Officer
2024年7月23日 - 11:00PM
ビジネスワイヤ(英語)
Norman Becomes One of the Highest-Ranking
Women in Wealth Management Technology
Dynasty Financial Partners today announced the promotion of
Leslie Dentinger Norman to Chief Technology Officer. Previously,
Mrs. Norman served as Deputy Chief Technology Officer, responsible
for directing the strategy and delivery of the technology solutions
used across the Dynasty Network.
In July 2024, Dynasty announced that it had surpassed $100
billion in assets on its platform. 55 independent firms and over
400 advisors comprise the Dynasty Network. With average assets
under management (AUM) per firm of $1.8 billion and average assets
per advisor of approximately $250mm, the Dynasty Network represents
some of the highest AUM-per-firm and assets-per-advisor ratios in
the industry.
Dynasty Financial Partners Founder and CEO Shirl Penney said:
“Technology in the wealth management space is changing so quickly
that it is challenging for advisors to keep up. We regularly hear
from advisors with a broken tech stack that lacks integration and
is too complex to use. Leslie’s ability to solve problems for our
clients and keep them one step ahead with sophisticated tools has
impressed us – and our Network - and we look forward to what she
and her team will accomplish going forward.”
In an industry where women account for barely 20% of a typical
firm’s employees, Dynasty is proudly 42% female, and committed to
promoting women’s unique and innate talent for advisory work.
Dynasty’s own Women’s Network supports women in the wealth
management industry and inspires more to join. In her new role,
Mrs. Norman will be one of the highest-ranking female executives in
the wealth technology industry.
Prior to joining Dynasty in 2022, Mrs. Norman was a leader in
technology product development at Raymond James, where she designed
innovative tools for advisors to manage daily operations and engage
meaningfully with their clients. During her 11-year tenure with the
firm, she also worked in Operations, leading projects to modernize
the back office and deliver self-service cash management
capabilities for advisors and clients.
Under Mrs. Norman’s leadership, Dynasty is rolling out a
purpose-built, secure, and fully integrated platform, providing
advisors with a holistic 360-degree view of the essential data,
analytics, and insights they need to efficiently manage and grow
their businesses while seamlessly connecting with clients. This new
experience was developed at the intersection of technology and
transformation, harnessing the power of data and automation to help
Dynasty’s Network of firms serve their clients as never before.
This new single pane of glass streamlines the workday starting with
an intuitive, feature rich dashboard to drive action and seamless
navigation across the technology stack.
“In the wealth technology space, the pace of change and the
complex range of technology options can be overwhelming to RIAs,”
said Mrs. Norman. “So, when it comes to our technology strategy, we
follow the same advice that we give our clients: find great
partners to capitalize on outsourced scale when you can and build
it yourself where you see a gap. We’ll continue to take this
approach to building out a technology ecosystem that delivers both
the ease of use and the sophistication that our clients need and
expect.”
About Dynasty
Dynasty is a provider of technology-enabled wealth management
solutions and business services for financial advisory firms
primarily focused on serving high net worth and ultra-high net
worth clients. Dynasty provides access to a comprehensive platform
of software and technology tools, business services, and holistic
investment management capabilities through an open-architecture
platform delivered via a suite of proprietary and third-party
technologies. Dynasty’s technology, tools, and services provide
advisory firms the supported independence to launch their business,
scale their operations, and grow their firms — both organically and
inorganically — while also allowing them to be more focused on and
better equipped to serve their clients.
For nearly a decade and a half, Dynasty has championed the
benefits of independent wealth management for high net worth and
ultra-high net worth clients and has contributed to the movement of
assets from traditional brokerage channels to the independent
channels of wealth management. A recognized industry leader,
Dynasty has differentiated itself by developing competitive
strengths, including a deep understanding of and strong
relationship with its clients; a comprehensive offering of services
and technology-enabled solutions; the ability to leverage its size
and breadth to invest; the flexibility and seamlessness enabled by
a modular technology solution; an entrepreneurial culture; and an
experienced and committed management team. Dynasty is committed to
continually growing its business by facilitating existing advisory
firm clients’ growth, onboarding new clients, increasing clients’
use of its broader capabilities, launching additional solutions,
and facilitating complementary acquisitions.
For more information, please visit
www.dynastyfinancialpartners.com.
Also visit Dynasty on social media:
LinkedIn:
https://www.linkedin.com/company/dynasty-financial-partners
Twitter: @DynastyFP
Dynasty Financial Partners is a U.S. registered trademark of
Dynasty Financial Partners, LLC (“Dynasty”). Any investment
advisory services are offered through Dynasty Wealth Management,
LLC, (“DWM”), a registered investment adviser with the Securities
and Exchange Commission, and a subsidiary of Dynasty. Any security
related services are offered through Dynasty’s wholly owned
subsidiary Dynasty Securities LLC (“Dynasty Securities”), a U.S.
registered broker-dealer and member FINRA/SIPC.
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Media Contact Sally Cates
sallycates@dynastyfinancialpartners.com 646-704-4500