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Shirl Penney

Dynasty Financial Partners


Speaker Bio

Shirl Penney is the founder, president, chief executive officer, and a member of the Board of Directors of Dynasty Financial Partners, a leading provider of investment and technology platforms for independent wealth management advisory firms. He began the firm in the midst of the 2008 financial crisis to improve the financial advisor model by building a service platform that allows advisors to better serve clients and efficiently grow their businesses.



Previously, Dynasty, Mr. Penney worked at Citigroup Smith Barney (now Morgan Stanley Smith Barney) in various leadership roles, including director of private wealth management and head of executive financial services. He is a frequent speaker at industry events and is regularly quoted in various financial publications. Investment News named him to its 2015 list of 40 most influential people in wealth management under the age of 40 and to its 2016 inaugural list of “Icons and Innovators” in wealth management. He has a bachelor’s degree from Bates College.

Speaker Sessions