Press release

Dynasty Financial Partners Welcomes Wealth Industry Veteran Joseph N. D’Agostino as Head of Strategic Development

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Dynasty Financial Partners today announced that it has hired Joseph D’Agostino as Head of Strategic Development. Mr. D’Agostino will be based in St. Petersburg, Florida and report directly to Dynasty President & CEO, Shirl Penney. In his role as Head of Strategic Development, Mr. D’Agostino will work across the organization to align Dynasty’s long-term strategy with that of its clients, and in doing so help Dynasty and its clients accelerate the growth of enterprise value through utilization of the firm’s technology platforms, investment offerings and capital solutions. He will also work with Dynasty’s clients to innovate and develop additional resources they need to meet the growing needs of their clients and businesses. Mr. D’Agostino will also help advance Dynasty’s Advisor-to-CEO program, which aims to give Network advisors the tools and training to evolve as leaders and CEOs of their growing businesses. Mr. D’Agostino joins Dynasty Financial Partners from WestEnd Advisors, an independent institutional asset management firm, where he was Chief Operating Officer.

“Having worked with Joe in the past at Citi/Smith Barney, I am delighted to welcome him to Dynasty. As an industry veteran with a remarkably diverse and accomplished background, he brings a depth of ultra-high-net-worth client and product wealth management experience to our Network Advisors,” said Shirl Penney, President and CEO of Dynasty Financial Partners. “As we have rapidly grown and expanded our client roster, our wealth management product and service offerings have also evolved to meet the needs of our clients. Joe will help us continue to scale and professionalize Dynasty and will be invaluable to advisors looking to grow their firms by ensuring they are maximizing the benefit of having Dynasty as their growth partner.”

“I am extremely excited to join Dynasty Financial Partners – a firm of world-class entrepreneurs serving other talented entrepreneurs in better caring for their clients and building better businesses. Over the first ten years of Dynasty’s existence, they have not only established themselves as the leader in powering true independence in wealth management, but also shaped the entire industry for the better. As the independent advisor space continues to expand, I am confident Dynasty will continue to build on an incredible track record of client-focused innovation,” said Mr. D’Agostino. “It is clear that the Dynasty platform represents the future of wealth management. I am excited to be a part of that growth, while also driving positive change in the industry.”

Biography of Mr. D’Agostino

Joseph N. D’Agostino has over 35 years of experience in financial services. For most of his career, Mr. D’Agostino served in a series of roles of increasing responsibility at Morgan Stanley-Smith Barney and predecessor firms. He launched his career as a financial advisor and was then a branch manager in three different office locations and regions. Following his time in the field, Mr. D’Agostino built the team that launched the industry’s first rep-as-advisor platform and then led the investment products division, where he collaborated with the industry’s leading asset managers and insurance companies to design and deliver best-in-class investment solutions for the firm’s financial advisors. In 2012, Mr. D’Agostino moved to the investment management side of the industry when he joined American Century Investments to lead business development and distribution strategy. Most recently, he was Chief Operating Officer at WestEnd Advisors, an independent institutional asset management firm.

Mr. D’Agostino received his BA from the College of the Holy Cross and his MBA from Columbia Business School. He currently lives in Charlotte, NC with his wife, Kitty, and they will be relocating to St. Petersburg, FL, to where Dynasty moved its headquarters in 2019.

About Dynasty Financial Partners

Dynasty Financial Partners is known for assisting advisors of integrity to better service their clients, run their businesses more profitably, grow faster, and enhance the enterprise value of their firms. Dynasty does this by providing wealth management and technology platforms for select independent financial advisory firms. Dynasty creates access to valuable resources and industry-leading capabilities through an open-architecture platform, enabling advisors to address their clients’ needs and to protect and grow their wealth. Dynasty supports independent advisors and their teams in being independent, but not alone, by creating exclusive community events and experiences. Dynasty also offers access to flexible capital solutions to help advisors expand, scale, and grow their business, as well as provides M&A support to firms looking to grow inorganically or to plan for succession. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to developing solutions that allow investment advisors to act as true fiduciaries to their clients. ​Dynasty has a leading network of RIAs who leverage its integrated platform and Dynasty’s growing Enterprise Group supports larger institutional clients who often have numerous advisors in multiple cities by delivering Dynasty’s platform at the home office and firm level. Dynasty has helped to level the playing field for advisors and firms looking to deliver Private Wealth Management capabilities to their UHNW clients vs many of the larger Wall Street firms in providing a robust suite of capabilities, products, and services, which when combined with Dynasty’s support offers independent advisors the ability to compete at the highest levels of wealth management client opportunities.

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