Dynasty Financial Partners has moved to new headquarters in New York City and made two new senior hires.

Dynasty Financial Partners has moved to new headquarters in New York City while making two
senior hires.

Rebecca Knauss has been appointed as vice president of
transition and advisor services, and Jim DiPisa has joined as vice president of
investments. Ed Friedman was also recently hired as director of strategic relationships.

Reporting to Ed Swenson, chief operating officer of Dynasty,
Knauss will support the firm’s divisions that are focused on the transition of
new advisor teams and the ongoing practice development of existing network
firms.

Between 2008 and 2012, Knauss held client service and transition
management roles – while also providing operations support to RIAs – at Chicago’s HighTower. Most
recently, she was an investment associate at Harris MyCFO.

Meanwhile, DiPisa will report to Michael Moriarty, director of Dynasty’s
investment platform, and support all activities and initiatives related to the
build out, development, marketing and implementation of the firm’s investment
products.

Additionally, he will work with Tom Petrone, director of capital markets, in expanding the capital
markets platform, which includes structured solutions, private placements, hedging
needs and equity syndicate opportunities. DiPisa began his career at Goldman Sachs, spending almost six years within the firm’s equities division. 

Dynasty Financial Partners sources and integrates wealth
management services for the independent investment advisor teams. Last month, for example, 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.