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Shirl Penney

Dynasty Financial Partners


Speaker Bio

Shirl Penney is the founder, president, chief executive, and a member of the board of directors of Dynasty Financial Partners, an integrated platform services company for independent wealth management advisory firms.



Previously, Mr. Penney worked at Citi 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 often quoted in financial publications. He has appeared on Investment News' list of the 40 most influential people in wealth management under the age of 40, and on the publication’s inaugural list of icons and innovators in wealth management. Mr. Penney has a bachelor’s degree from Bates College. He is a fellow of the inaugural class of the Finance Leaders Fellowship and a member of the Aspen Global Leadership Network.

Speaker Sessions