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Ed Swenson Lands at Advisor Group Following Dynasty Departure

Published: June 5, 2023

Dynasty’s former COO will join as president of Advisor Group RIA Solutions after leaving the former firm he co-founded in 2010.

Source: wealthmanagement.com

Related Topics:

United StatesJamie PriceGreg CornickTodd ThomsonTed SwensonAustin PhilbinShirl PenneyAdvisor GroupPresident Jamie PriceCitigroup Asset ManagementLegg Mason Asset ManagementDynasty Chief Client Officer Austin PhilbinSally CatesFlorida Based Dynasty

Co-Founder and COO Ed Swenson to Depart Dynasty

Published: May 28, 2023

Swenson is leaving Dynasty Financial Partners after building the platform for more than 12 years, along with its chief client officer.

Source: wealthmanagement.com

Related Topics:

Sankt PeterburgNew JerseyUnited StatesTed SwensonBob SheaShirl PenneyTodd ThomsonAustin PhilbinEdward SwensonFranklin TempletonCharles SchwabMorgan StanleyDynasty Investment BankLegg MasonDynasty Financial PartnerChief Operating Officer Edward SwensonChief Client Officer Austin PhilbinKairos VenturesSally CatesResidence Andrew MarshRichardson WealthDynasty SecuritiesAbry Partners