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Articles tagged "Todd Thomson"


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Todd Thomson: In the past 12 months, it's become more of a normal [hands-off] chairman role.

Executive shake-up and staff hiring binge change Dynasty Financial Partners' talent mix, with Todd Thomson, Scott Welch, Ed Friedman and 12 women as headliners

The St. Petersburg-based producer of 'synthetic RIA scale' will continue to aggressively hire and adjust its talent ranks as it readies for next growth push.

September 24, 2019 at 2:02 AM

Matthew Celenza: The barriers are now broken.

Schwab and Dynasty break $1B Celenza team out of Merrill Lynch five years after Barclays effort flags

Matthew Celenza reunites with former Citi contacts Shirl Penney and Todd Thomson to resume shared vision

July 11, 2017 at 2:01 PM

Shirl Penney: We're taping the key to the handcuffs.

Dynasty Financial toes roll-up model's edge with new plan to buy revenue from its RIAs

By maxing deals at 10% of revenues and allowing a three-year bailout option, the New York-based firm seeks to hew to its non-intrusive roots

May 3, 2017 at 2:01 PM

Tom Petrone is back in the game, but this time he'll be squaring off against his old charges.

After several quiet months, Dynasty Financial hunts a big ex-Citi head to unblock the sales process and make good it's original promise to corner-office prospects

By luring Tom Petrone out of Greenwich hibernation, the NYC platform company can tell would-be breakaways that their offering is strictly hard-bodied

September 25, 2013 at 4:45 PM

Andrew Marsh: It's a way for them to manage the account and get paid on it.

A $15-billion roll-up-like venture in Canada gets a US foothold with a Dynasty Financial deal -- and vice-versa

With the deal, born on a frozen lake in Montana, both companies are attempting to keep assets from crossing their borders

May 1, 2013 at 9:34 AM

Todd Thomson lives on an evacuated island but decided to stay with neighbors and depend on generators.

How RIA business players in New York are roughing it through Hurricane Sandy

Principals at Dynasty, Envestnet and AppCrown are engaging in guerrilla tactics to brave near-impossible business conditions

October 31, 2012 at 6:57 PM

Jerry Eberhardt: I know a lot of people [from Smith Barney] who may be appropriate to look at the independent space.

Extracting a mentor from retirement, Shirl Penney continues to make Dynasty look more like Smith Barney than Smith Barney

Jerry Eberhardt oversaw Citi's wirehouse for the Western U.S. and now he's eager to help advisors looking to transition from the big branded firms

April 12, 2012 at 4:37 AM

Shirl Penney and Todd Thomson: The reason to [go independent] is that you want to build equity in something that's yours."

The top 10 people to watch in the RIA business in 2012, Part 2

Keeping an eye on those gaining the most ground in the fleet-footed RIA industry

March 13, 2012 at 4:18 AM

Ed Swenson: This is the big bang.

Attack of the killer app: Dynasty targets the corner-office broker by combining Envestnet and Callan

Cheap research, big manager access and smooth technology may prove a magnetic force

December 5, 2011 at 4:28 AM

Shirl Penney: We wanted [the company] built to last rather than built to flip.

What exactly is Dynasty Financial Partners and why is the Smith Barney execs' startup gaining so much attention?

Some combination of a bold business model, powerful backers and good PR -- lawsuit aside -- made for a good break out of the gate

December 13, 2010 at 2:05 PM

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