# Shirl Penney

> Shirl Penney is the co-founder, president and CEO of Dynasty Financial Partners, a platform serving independent wealth management advisory firms. Raised by his step-grandfather in Eastport, Maine, he graduated from Bates College in 1999, worked in leadership roles at Citi Smith Barney, and launched Dynasty in 2010. Based in the St. Petersburg area, he also supports education and veteran services and participates in Team Penney Racing with his wife, Mary Ann.

- **Role:** Co-founder, President and CEO at Dynasty Financial Partners
- **Organizations:** Dynasty Financial Partners, Citi Smith Barney, Aspen Global Leadership Network, Penney Family Foundation, Team Penney Racing
- **From:** Eastport, United States
- **Education:** Bachelor’s degree in economics, Bates College
- **Known for:** Co-founded Dynasty Financial Partners, launched in 2010., Selected for InvestmentNews’ 2015 40 Under 40 and inaugural 2016 Icons and Innovators list., Member of the inaugural 22-person Aspen Finance Leaders Fellowship class.

## Career timeline

- **1999** — Graduated from Bates College and began his career at Smith Barney.
- **2005** — Appointed to lead business development for Smith Barney’s Wealth Management Group.
- **2010** — Launched Dynasty Financial Partners after researching the needs of independent advisors.
- **2015** — Named to InvestmentNews’ 40 Under 40.
- **2016** — Selected for the inaugural Aspen Finance Leaders Fellowship class.
- **2019** — Moved Dynasty’s headquarters from New York to St. Petersburg.
- **2025** — Named ThinkAdvisor CEO of the Year.

## Achievements

- Co-founded Dynasty Financial Partners, launched in 2010.
- Selected for InvestmentNews’ 2015 40 Under 40 and inaugural 2016 Icons and Innovators list.
- Member of the inaugural 22-person Aspen Finance Leaders Fellowship class.
- Named ThinkAdvisor’s 2025 CEO of the Year.
- Reported in August 2026 that Dynasty was approaching $140 billion in platform assets.

## Latest updates

- **2026-10** — Commented on DayMark Wealth Partners adding a $250 million team in DeLand, Florida, through the Dynasty network.
- **2026-09** — Discussed advisor independence, equity alignment and long-term culture on episode 75 of the Family Business Audiocast, published September 30.
- **2026-08** — Said Dynasty was approaching $140 billion in platform assets, had over 200 people in St. Petersburg, and was planning a move to 400 Central.
- **2026-05** — Citywire reported Dynasty was preparing an AI likeness of Penney called Virtual Shirl for employees and prospects.

## Links

- Website: https://www.dynastyfinancialpartners.com/
- LinkedIn: https://www.linkedin.com/in/shirlpenney
- Twitter/X: https://x.com/shirl_penney

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Profile page: https://yespress.io/shirl-penney
Published by YesPress — https://yespress.io
Last updated: 2026-10-27