New Company
Dynasty Financial Partners
New Position
Chief technology officer
New Company Website
Former Company
Stelac Advisory Services
Former Position
Chief technology officer and chief operating officer
Dynasty Financial Partners announced today that Eric Castillo is joining the firm as Chief Technology Officer, reporting to Ed Swenson, Dynasty’s Chief Operating Officer.
In this position, Mr. Castillo will be responsible for driving the strategic direction of Dynasty’s technology platform for Dynasty Network Partners and their end clients. He will initially focus on Dynasty Desktop 2.0 and a new advisor client portal.
“Technology is vitally important to the RIA community and to Dynasty’s Network Partners. We are delighted to add Eric Castillo, a technology leader, to drive Dynasty’s premier integrated technology platform to a whole new level,” said Mr. Swenson.
Mr. Castillo joins Dynasty from the RIA, Stelac Advisory Services, where he was CTO and COO. During his twelve years there, he designed and developed a custom, integrated wealth management platform covering data aggregation, reporting, rebalancing, operations, CRM and compliance. Earlier in his career, he worked as a Financial Advisor at Morgan Stanley and in Emerging Markets Institutional Sales at Lehman Brothers. He received his BA from Harvard University.
He replaces former CTO Paul Metzger who will pursue other ventures but will be staying on as a consultant to Dynasty.
“I am thrilled to join the Dynasty team. Dynasty is the industry’s premier provider of technology platforms for independent advisors. I look forward to working closely with our Network Partners to develop the next generation of Dynasty’s innovative platform,” said Mr. Castillo.
"Dynasty is very excited about the future and our ability to help tech-enable our advisory firm clients. We thank Paul for helping us lay the foundation of our technology platform and are thrilled to have Eric coming onboard to build the next chapters. Our strategy remains focused on technology integration for ease of use for our advisor clients and their end clients via our desktop, driving the digital client experience through our proprietary client applications, providing enhanced technology servicing and training to our clients, and leveraging our growing data warehousing to help empower our RIA clients to make better business and investing decisions for themselves and their clients. I am very confident that Ed and Eric will be great partners with our clients to help us execute on this vision," said Shirl Penney, CEO of Dynasty Financial Partners.
