Dynasty Appoints Mr. Insana to Investment Committee, Taps Him to Work with Leading Financial Advisors

Dynasty’s Investment Platform Administers Over $36 Billion in Client Assets*

Dynasty Financial Partners has named Ron Insana to the new role of Chief Market Strategist. Mr. Insana will join the firm's Investment Committee and the investment committees of Dynasty Network firms. He will, in addition, meet and share insights with financial advisors in Dynasty’s Network and their clients.

As Dynasty’s Chief Market Strategist, Mr. Insana will be a spokesperson for the company on investment, economic, and related topics.

“We are thrilled to have Ron Insana, a legend in the financial services industry and a pioneer of financial journalism, representing Dynasty and sharing his deep and varied investment experience in hopes to catalyze growth for our partner firms,” said Shirl Penney, Dynasty’s CEO and co-founder.

Mr. Insana has had a distinguished career in broadcast journalism. Significant moments include his award-winning coverage of the market crash of 1987 and one of the first eyewitness accounts of the collapse of the World Trade Center towers on 9/11. He has also worked as an asset manager. As a bestselling author, his books include “The Message of the Markets” and “Trend Watching: How to Avoid Wall Street's Next Fads, Manias, and Bubbles.” He is a frequent guest on CNBC and MSNBC, where he sheds light on pressing economic and market issues. He also shares his syndicated Market Scoreboard Report with radio listeners everywhere.

Named one of the “Top 100 Business News Journalists of the 20th Century,” Mr. Insana is known for his high-profile interviews with world leaders such as President Bill Clinton and President George Bush, billionaire investors including Warren Buffett and George Soros, captains of industry like Bill Gates and Jack Welch, as well as top economists, analysts, and influencers.

Mr. Insana joins Dynasty as the firm prepares to host its annual Investors Forum for independent advisors in November 2023. A leading investment conference for RIAs, this year’s Investment Forum will take place in Nashville, Tenn., from November 13 through November 15, 2023. Mr. Insana will be a featured speaker along with other leading investment-firm executives.

In his new role with Dynasty, Mr. Insana will work closely with Chief Investment Officer Bob Shea to identify strategic opportunities for the investment portfolios. Mr. Shea oversees Dynasty’s Investment Platform, which administered $36 Billion in end-client assets as of Q1 2023 Period End.

“Ron is a giant in the investment industry, both as an incisive reporter and a hands-on practitioner,” said Mr. Shea. “To say my team and I are looking forward to this collaboration is an understatement.”

Besides the responsibilities described above, Mr. Insana’s work with Dynasty will include developing and leveraging investment content and advising Dynasty’s leadership on investment strategy, market intelligence, and business development.

Independent advisors can use Dynasty’s Investment Platform in several ways, from research and due diligence to outsourced investment products and services through the company’s OCIO program, featuring a range of asset classes, including equities, fixed income/capital markets, and alternative investments.

*As of period ending 3/31/2023

About Dynasty

Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients.

For more than a decade, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management. As Dynasty is becoming a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths, including a deep understanding of and strong relationship with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, the entrepreneurial culture and experienced and committed management team. Dynasty is committed to continually growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing the clients’ use of its broader capabilities, launching additional solutions and carrying out complementary acquisitions.

For more information, please visit www.dynastyfinancialpartners.com.

Also visit Dynasty on social media:

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Twitter: @DynastyFP

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