Dynasty launches second advisor team
June 19, 2020 - For the second time this week, Dynasty Financial Partners in St. Petersburg has launched a new financial firm. The new company, Interchange Capital Partners, is an independent wealth management firm headquartered in Pittsburgh. It is led by Ahmie Baum, who is founder and CEO. Baum and his team previously managed $400 million in client assets at UBS. Cyndeo Wealth Partners in St. Petersburg, which launched earlier this week, also is made up of advisors who previously were at UBS. Both companies will use Dynasty as their platform services provider. Dynasty provides wealth management and technology platforms for independent financial advisor firms.