People Moves

Dynasty Financial Partners Appoints Director Of Strategic Relationships

Eliane Chavagnon Editor - Family Wealth Report December 4, 2013

Dynasty Financial Partners Appoints Director Of Strategic Relationships

Dynasty Financial Partners has appointed Ed Friedman as director of strategic relationships, reporting jointly to Shirl Penney, president and chief executive, and Ed Swenson, chief operating officer.

Dynasty Financial Partners has appointed Ed Friedman as
director of strategic relationships, reporting jointly to Shirl Penney, president
and chief executive, and Ed Swenson, chief operating officer.

Based in New York,
Friedman's responsibilities include business development, management of key
client relationships and delivering practice management programs, working with
Dynasty’s network of advisors.

Since leaving HighTower Advisors in 2011, Friedman has served as a consultant to the financial services
industry. He started working at HighTower
in 2008 as part of the firm’s founding management team and was most recently director
of advisor development.

Dynasty said Freidman has also had a long career in wealth
management, having previously held branch management positions and senior roles
at Morgan Stanley. He started his career at Morgan Stanley in 1985 as a
financial advisor and was named executive director and complex manager at
Morgan Stanley Global Wealth management from 2004-2008.  

Dynasty Financial Partners sources and integrates wealth
management services for independent investment advisor teams. Last month, the firm added Fusion Family Wealth, the New York City- and Long Island-based investment management firm
founded by former UBS senior vice president Jonathan Blau, to its roster of advisory firms.

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