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Home > Masters in Business > Shirl Penney on Building a $100 Billion RIA Platform (Podcast)
Podcast: Masters in Business
Episode:

Shirl Penney on Building a $100 Billion RIA Platform (Podcast)
Category: Business
Duration: 01:07:51
Publish Date: 2021-04-01 20:44:00
Description:

Bloomberg Opinion columnist Barry Ritholtz speaks with Shirl Penney, who is the founder of Dynasty Financial Partners, a leading integrated platform services company for independent wealth-management advisory firms. Penney currently serves as Dynasty's president and CEO and is a member of its board of directors. The firm has over $60 billion in assets on its platform.

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