- Products
- News
- Resources
- Company
- Marketplace Login
- Book A Demo
The Dynasty Financial Partners’ executive team has undergone an internal reorganization with the hiring of a new chief operating officer and creation of roles for chief growth officer and head of core services, according to a September 26 press release.
Marc Hineman joins the Florida-based RIA as COO, having worked previously in the same position at fintech company Pico before his departure in April. Two executives-in-residence have also been appointed into new roles: Vice Chairman Andrew Marsh as head of core services, and Tim Oden as chief growth officer. The new roles intend to streamline operations and drive growth in Dynasty and its network of firms.
Per its website, Dynasty has over 400 financial advisors in its network, and oversees $100B in AUM as of the second quarter.
View the press release here.
Written By: Dakota
Report: Mercer Global’s David Barton Retires as M&A Head
October 21, 2024
Alera Group Appoints CEO of RIA Affiliate as Wealth Services Head
October 15, 2024
Summit Trail Enlists New Compliance Chief from Rockefeller
October 15, 2024
Nuveen Nabs New Global Private Wealth Head from Ares
October 15, 2024
Report: Pine Grove to acquire $110M Aurochs Financial
October 11, 2024
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy
