Dynasty Financial Partners
Director of Operations
New Company Website
Vice President, Operations and Custody Compliance
Dynasty Financial Partners announced today that industry veteran Angela Gingras will join the firm as Director of Operations and will be based in the firm’s new headquarters in St. Petersburg, Florida. Ms. Gingras will report to the Director of Investments, Joe Dursi. She joins the firm from Raymond James.
Ms. Gingras will be responsible for the operational oversight of the firm’s turnkey asset management platform(TAMP). In 2018,Dynasty had an impressive growth year that saw the firm surpass $15 billion in assets on their TAMP. In addition, Dynasty’s Investment Platform is approaching $1 billion in alternative assets.
“Angela is an accomplished senior leader with over 20 years of success driving strategicinitiatives. Sheoffersauniqueblendofoperations,compliance,and practice management experience with a principal focus on advocating the needs of independent advisors,” said Mr. Dursi.
Shirl Penney, CEO of Dynasty Financial Partners added, “We anticipate that Angela will have a significant impact on the firm as we continue to expand our business. We are delighted to welcome her as the inaugural hire in our new headquarters.”
Ms. Gingras has worked at Raymond James Financial since 1997. Most recently, she was Vice President, Operations and Custody Compliance, responsible for the compliance oversight program.
“I am thrilled about joining Dynasty, a fast-growing firm in the wealth management industry. It’s incredibly exciting to be part of Dynasty’s ambitious business plan for expansion, while also advancing the success of top independent advisors utilizing the integrated turnkey asset management platform. Dynasty’s impressive partner network, innovative technology and emphasis on client service makes them a leader in the independent wealth management space,” said Ms. Gingras.
Ms.Gingras had worked for Raymond James since1997. During hert ime with the firm, she held a variety of positions that were primarily geared toward supporting independent financial advisors and their practices. Most recently, she was Vice President, Operations and Custody Compliance, responsible for the compliance oversight program of the broker dealer operations, clearing and custody functions. Ms. Gingras also held management roles with Morgan Stanley and Bank of America during her financial services career.
She holds her Series 7, 9, 10, and 63 licenses.