Brown brings with him members of his wealth management team, including Charles Britton who joins as partner. At US Trust, the private banking subsidiary of the Bank of America, Brown was a managing director and team leader focusing on banking, credit, investment management and trust and estate planning for ultra-high net worth clients.

New York-based Dynasty provides investment and technology platforms for independent financial advisors. It employs an open architecture approach and has partnered with vendors in areas such as reporting, investment research, trusts and estate planning, insurance, capital markets and custodial facilities.