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January 9, 2020 3:42 PM “Frank will greatly help our partnership with Envestnet,” says Ed Swenson, Dynasty’s COO and president of ASx. “He knows the team over there and will closely collaborate on some key initiatives.” Dynasty has also hired Taylor Howard for the newly created role of chief digital officer. Howard most recently served as a managing director at technology consulting firm AgileThought, where he led the artificial intelligence, application engineering, digital workplace and data analytics practices. Howard will be primarily focused on Dynasty’s digital architecture, including its advisor dashboard and technology integrations. Both will report to Swenson, who says the hires represent a commitment to building unique technology products that cater to RIAs serving ultra-high net worth clients. Swenson’s vision is “chairlift advisors,” where Dynasty partners have everything they need to run an RIA practice while hitting the slopes at a ski resort.

Shirl penneyEric castilloTaylor howardTed swensonFrank coatesMerrill lynchAdvisor services exchange asxDynasty financial partnersWheelhouse analyticsAdvisor services exchangeஶர்ல் பென்னிஎரிக் காஸ்டிலோடெய்லர் ஹோவர்ட்எட் ஸ்வென்சன்வெளிப்படையான பூச்சுகள்மெரில் லிஞ்ச்