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Shirl Penney
President & CEO at Dynasty Financial Partners


Shirl Penney is the founder of Dynasty Financial Partners. He currently serves as president and CEO, and is a member of its board of directors. Dynasty is a leading integrated platform services company for independent wealth management advisory firms. It has received many industry awards and recognition for its impact on the wealth management industry since its launch in 2010. Penney is a frequent speaker at industry events, often quoted in various financial publications, and was named to Investment News' 2015 list of 40 most influential people in wealth management under the age of 40. He was also named to the 2016 inaugural list of Icons and Innovators in wealth management by Investment News. Previously, Penney worked at Citi Smith Barney in various leadership roles including director of private wealth management and head of executive financial services. He is a graduate of Bates College in Lewiston, Maine.

Agenda Sessions

  • What It Takes to Be a Great CEO


Speakers at this event