New Company
Dynasty Financial Partners
New Position
Chief financial officer
New Company Website
Former Company
Dynasty Financial Partners
Former Position
Director of M&A
Dynasty Financial Partners is pleased to announce that Justin Weinkle has been named Chief Financial Officer.
Based in St. Petersburg, Florida, Mr. Weinkle is now responsible for all aspects of corporate financial management and reporting, leading Dynasty’s Finance team toward their goal of providing the right information to the right people at the right time. Mr. Weinkle will report directly to Dynasty’s President and CEO Shirl Penney.
Prior roles for Mr. Weinkle at Dynasty include Director of M&A, SVP of Finance and Head of Strategic Analysis, and Chief of Staff supporting Dynasty’s CEO. During his seven years at the firm, Mr. Weinkle has helped design, launch, and grow several key initiatives, including the Outsourced CFO, M&A Advisory, and Capital Strategies business lines. Prior to Dynasty, Mr. Weinkle was an Analyst in KKR’s Client & Partner Group, supporting capital markets, performance reporting and analysis, and fundraising activities across a variety of alternative investment vehicles. He earned a BSE in Operations Research and Financial Engineering from Princeton University and a MBA from Emory University.
“I am excited to step into this leadership position at Dynasty during a transformative time for the firm. As a proven disruptor and innovator in wealth management, Dynasty is well-positioned to continue its impressive growth trajectory while supporting the extraordinary independent advisors that make up the Dynasty Network,” said Mr. Weinkle.
"We are excited to promote Justin Weinkle, an outstanding professional, to the position of Chief Financial Officer," said Shirl Penney, Chief Executive Officer of Dynasty Financial Partners. "Justin has a proven track record of providing strategic business advice and guidance, and he has steadily grown his responsibilities within Dynasty since his joining. I am proud of our talent development efforts that someone of Justin’s caliber started as a summer analyst at Dynasty and, in a little over seven years, could climb the ranks to CFO of the firm. This tremendous growth opportunity is a big part of why we are attracting so many talented young professionals to the firm.”
