Dynasty Financial Partners Demonstrates Commitment to Network Advisor Growth by Addition of Paul Landaiche as Director of RIA Growth

Firm also Adds Gordon Ross to Relationship Management Team

NEW YORK--()--Dynasty Financial Partners today welcomes Paul Landaiche who joins the firm as Director of RIA Growth reporting to Tim Bello, Partner, Director of Network Development.

Mr. Landaiche will be responsible for working with Dynasty’s current Network Advisors to assist them with inorganic growth opportunities such as acquisitions and advisor tuck-ins. He will assist Dynasty’s relationship managers with overall business development. Mr. Landaiche worked at Merrill Lynch Wealth Management for 14 years, most recently as Director of the Oklahoma Complex.

Mr. Landaiche joined Merrill Lynch Wealth Management in 1999 as a Financial Advisor and, over the next 14 years, had increasingly senior roles as Sales Manager, Resident Director and Director of the Oklahoma Complex from 2009-2013. He received a B.S. from Hampden-Sydney College in Virginia and holds Series 7, 9, 10, 31 and 66 licenses with FINRA.

“We are delighted to have Paul join our Dynasty team as Director of RIA growth. He is an industry veteran, proven leader, advisor advocate and is adept in growing businesses. He will have a significant impact in assisting our Network Partner firms accelerate growth and increase profitability,” said Mr. Bello.

“Over the last four years, Dynasty has demonstrated a commitment to helping our advisor clients grow their businesses. Increasingly, more advisors in our network are looking to buy other advisory firms and grow by adding advisors to their teams. We have a robust offering in helping advisors with these transactions and have a large appetite to provide our network firms credit for acquisitions. Given the increased demand for these services, we thought it was time to hire a person to oversee these growth initiatives for our increasing roster of clients,” said Dynasty’s President and CEO Shirl Penney.

Dynasty Financial Partners also welcomed Gordon Ross as a member of the Relationship Management team. Reporting to Senior Vice President John Sullivan, Mr. Ross will focus on the transition of new advisor teams and the ongoing practice development and servicing of existing Network firms.

Mr. Ross has over ten years experience in the wealth management industry in both the UK and US. A native of Scotland, he worked for seven years at Bestinvest Brokers in London, one of the UK's leading private client investment groups, becoming the youngest investment manager in the history of the company. Mr. Ross then worked for two years at Atlantic Trust Private Wealth Management, where he helped manage the personal client book of the COO. Prior to joining Dynasty, he was a relationship manager at BBR Partners in New York, a multi-family office.

He received an Economics degree from Durham University in the UK and an MBA from Harvard Business School.

In the last two months, Dynasty has added an additional five operations and service team members.

“We have seen significant growth in the number of advisors joining our platform and the average size of the teams continues to grow," said Mr. Penney. “In order to maintain our high quality of service to our Network Partner firms, we will continue to build out our service and operations teams with experienced and talented professionals.”

Dynasty Financial Partners now has 24 Network Partner firms who manage 29 offices across the U.S. with 75 advisors representing more than $22 billion in client assets.

About Dynasty Financial Partners

Dynasty Financial Partners is the premiere integrated platform service provider for the wealth management industry’s top advisors. Dynasty develops, sources and integrates the finest wealth management capabilities, solutions and technology into its customized open-architecture platform to help independent advisors protect and grow their clients’ wealth. Dynasty’s core principle is “objectivity without compromise”, and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients. For more information, please visit www.dynastyfinancialpartners.com and follow us on Twitter @DynastyFP.

Contacts

Dynasty Financial Partners
Sally Cates, 212-373-1000
sallycates@dynastyfinancialpartners.com

Release Summary

Dynasty Financial Partners Demonstrates Commitment to Network Advisor Growth by Addition of Paul Landaiche as Director of RIA Growth

Contacts

Dynasty Financial Partners
Sally Cates, 212-373-1000
sallycates@dynastyfinancialpartners.com