Dynasty Financial Partners announced efforts to expand its leadership team to balance a recent wave of RIA recruitments.
Firm Co-Founder Jason Pinkham was appointed to director of relationship management and transition services, according to Dynasty. In his new role, Pinkham will be responsible for transition and relationship management in New York, Chicago and San Francisco, the firm says.
Pinkham will report directly to Dynasty CEO Shirl Penney, according to the firm.
"Adding a physical presence in new markets is incredibly important to maintain the level of service necessary to support our network firms on a more localized basis and we will continue to make strategic investments in our people, platforms and capabilities," Pinkham explains.
With an influx of RIAs joining Dynasty in the last six months, the firm says it recruited former Cantor Fitzgerald Wealth Management Co-CEO Stan Gregor to assist with network development activities on the East Coast.
Prior to joining Cantor as co-CEO in 2012, Gregor served as head of Wells Fargo Wealth Management Eastern U.S. Markets and the firm's wealth insurance group, according to the Dynasty. Gregor will report Tim Bello, Dynasty's head of network development.
"At Dynasty, we have had tremendous momentum in the wealth industry, particularly in the last six months," Bello says. "[Stan] will be a significant addition to our network development team as Dynasty continues its tremendous growth."
Dynasty recently recruited Pittsburgh-based D. B. Root & Co., its 10th RIA this year.
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