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

1 tim 8 min•1 april 2021

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

Om avsnittet

Fler avsnitt

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