NEW YORK--(BUSINESS WIRE)--Dynasty Financial Partners welcomes Joe Dursi to the Dynasty Investment team as Director of the Investment Platform reporting to Todd Thomson, Chairman of Dynasty Financial Partners who oversees the Investment Platform as well as the Finance team. In addition to heading the Investment Platform, Mr. Dursi will also lead Investment Solutions for Dynasty’s East Coast Division. Mr. Dursi will work closely with Dynasty’s Chief Investment Officer, Scott Welch, and will join the Investment Committee.
Mr. Dursi joins Dynasty from Deutsche Bank, where he was most recently U.S. Head of Investment Solutions for their Private Bank. Previously, he worked for Barclays/Lehman Brothers as U.S. Head of Portfolio Consulting. Mr. Dursi received his MBA, with distinction, from NYU Stern and his undergraduate degree from Notre Dame, summa cum laude.
According to Mr. Thomson, “We built Dynasty’s Turnkey Investment Platform to provide our advisors with integrated research, technology, and product access. As Director of the Investment Platform, Joe's expertise and track record in research and investments will add depth and capabilities to our investment team to continue the innovate on and growth of our Investment Platform and help our advisors implement some of the industry’s finest investment solutions on behalf of their clients.”
Dynasty Financial Partners provides institutional‐quality investment research, technology, and solutions sourced from across the industry from some of the best providers on Wall Street, along with, business and practice management solutions, allowing advisors to focus on their core competencies and provide the boutique‐quality client service that clients expect and demand.
High-end clients need a broad menu of tailored services in areas such as concentrated stock positions, lending, insurance, SMA/UMA portfolios, alternative investments, private equity offerings and business transitions. Dynasty’s Investment team develops, sources and integrates wealth management capabilities and combines them in a customized, open architecture platform of solutions and technology.
In the last six years, Dynasty has created Turnkey Investment Platforms, one of the fastest-growing platforms in the industry with capabilities ranging from Outsourced Chief Investment Officer (OCIO) services, feeder funds into leading hedge funds and private equity, access to dozens of research resources and state of the art rebalancing tools for advisors who manage their own portfolios. Dynasty Financial Partners now has 43 Network Advisory RIA Firms who manage over 50 offices across the U.S. with more than 120 advisors with north of $20 billion in client assets under advisement.
About Dynasty Financial Partners
Dynasty Financial Partners develops, sources and integrates management capabilities for some of the industry’s leading independent investment advisor firms. Dynasty’s integrated platform services delivery chassis offers a customized, open-architecture wealth management solutions and technology platform supporting advisors as they protect and seek to 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.
Dynasty Financial Partners has corporate offices in New York City, Chicago, Coral Gables, Florida and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com.
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