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Dynasty hires key executive for strategic development

September 30, 2020 - Dynasty Financial Partners has hired Joseph D’Agostino as head of strategic development. In the newly created role, D’Agostino will work across the organization to align Dynasty’s long-term strategy with that of its clients, a news release said. Dynasty, based in St. Petersburg, provides wealth management and technology platforms for independent financial advisory firms. D'Agostino also will help Dynasty’s clients innovate and develop additional resources they need to meet the growing needs of their clients and businesses, as well as help advance Dynasty’s Advisor-to-CEO program, according to the news release. D'Agostino previously was chief operating officer at WestEnd Advisors. He is relocating to St. Petersburg and will report directly to Shirl Penney, Dynasty president and CEO.

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