Norman Becomes One of the Highest-Ranking Women in Wealth Management Technology

Dynasty Financial Partners today announced the promotion of Leslie Dentinger Norman to Chief Technology Officer. Previously, Mrs. Norman served as Deputy Chief Technology Officer, responsible for directing the strategy and delivery of the technology solutions used across the Dynasty Network.

In July 2024, Dynasty announced that it had surpassed $100 billion in assets on its platform. 55 independent firms and over 400 advisors comprise the Dynasty Network. With average assets under management (AUM) per firm of $1.8 billion and average assets per advisor of approximately $250mm, the Dynasty Network represents some of the highest AUM-per-firm and assets-per-advisor ratios in the industry.

Dynasty Financial Partners Founder and CEO Shirl Penney said: “Technology in the wealth management space is changing so quickly that it is challenging for advisors to keep up. We regularly hear from advisors with a broken tech stack that lacks integration and is too complex to use. Leslie’s ability to solve problems for our clients and keep them one step ahead with sophisticated tools has impressed us – and our Network - and we look forward to what she and her team will accomplish going forward.”

In an industry where women account for barely 20% of a typical firm’s employees, Dynasty is proudly 42% female, and committed to promoting women’s unique and innate talent for advisory work. Dynasty’s own Women’s Network supports women in the wealth management industry and inspires more to join. In her new role, Mrs. Norman will be one of the highest-ranking female executives in the wealth technology industry.

Prior to joining Dynasty in 2022, Mrs. Norman was a leader in technology product development at Raymond James, where she designed innovative tools for advisors to manage daily operations and engage meaningfully with their clients. During her 11-year tenure with the firm, she also worked in Operations, leading projects to modernize the back office and deliver self-service cash management capabilities for advisors and clients.

Under Mrs. Norman’s leadership, Dynasty is rolling out a purpose-built, secure, and fully integrated platform, providing advisors with a holistic 360-degree view of the essential data, analytics, and insights they need to efficiently manage and grow their businesses while seamlessly connecting with clients. This new experience was developed at the intersection of technology and transformation, harnessing the power of data and automation to help Dynasty’s Network of firms serve their clients as never before. This new single pane of glass streamlines the workday starting with an intuitive, feature rich dashboard to drive action and seamless navigation across the technology stack.

“In the wealth technology space, the pace of change and the complex range of technology options can be overwhelming to RIAs,” said Mrs. Norman. “So, when it comes to our technology strategy, we follow the same advice that we give our clients: find great partners to capitalize on outsourced scale when you can and build it yourself where you see a gap. We’ll continue to take this approach to building out a technology ecosystem that delivers both the ease of use and the sophistication that our clients need and expect.”

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 nearly a decade and a half, 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. 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; an entrepreneurial culture; and an experienced and committed management team. Dynasty is committed to continually growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing clients’ use of its broader capabilities, launching additional solutions, and facilitating complementary acquisitions.

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

Also visit Dynasty on social media:

LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners

Twitter: @DynastyFP

Dynasty Financial Partners is a U.S. registered trademark of Dynasty Financial Partners, LLC (“Dynasty”). Any investment advisory services are offered through Dynasty Wealth Management, LLC, (“DWM”), a registered investment adviser with the Securities and Exchange Commission, and a subsidiary of Dynasty. Any security related services are offered through Dynasty’s wholly owned subsidiary Dynasty Securities LLC (“Dynasty Securities”), a U.S. registered broker-dealer and member FINRA/SIPC.

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