Fast Growing Dynasty Financial Partners Welcomes Andrew Marsh, a Widely Regarded Leader in the Independent Wealth Management Space, as Executive in Residence for 2023

Dynasty Financial Partners today announced that the firm has begun working with Andrew Marsh, a Canadian entrepreneurial executive, and Founder of Richardson Wealth (formerly Richardson GMP).

With an extensive background in the wealth management industry, Mr. Marsh has a proven track record of creating shareholder value with strategic vision and strong client-focused execution. He is widely regarded as an inspirational values-based leader whose efforts contributed to the growth of Richardson Wealth from start-up to over $30 billion in AUM in 15 years, culminating in a company’s sale in 2020.

Andrew Marsh will be joining Dynasty as the first Executive-in-Residence. This program will feature wealth management executives who have founded successful businesses. Dynasty created the Executive-in-Residence position as a core part of the firm’s “Advisor to CEO” program, which provides content and coaching for CEOs in Dynasty’s Network of independent RIAs and will feature an on-campus summit at MIT’s Sloan Business School every year.

“We are extremely fortunate to have Andrew Marsh, someone who has done what so many of our clients aspire to do, as our first Executive-in-Residence,” says Dynasty Financial Partners CEO Shirl Penney. “At Dynasty, we strive to innovate and lead in partnership with our client RIAs by listening and understanding where their businesses are going and what their needs will be in the future.”

Mr. Marsh co-founded and ran one of the top independent wealth firms in Canada, Richardson Wealth. Under his leadership, the firm grew rapidly to more than 160 teams managing more than $30 billion before taking the business public in 2020. (Information provided by Richardson Wealth.)

“Andrew can speak peer-to-peer with firm leaders in our network, sharing his first-hand knowledge of the key issues they face at each stage of their firms’ ‘life’ cycles, from inceptive through succession and beyond,” Mr. Penney added. “He will also be assisting Dynasty in strategic business reviews, select corporate development opportunities and in the onboarding and development of future national U.S. based RIAs similar to the one he built from the ground up in Canada.”

In addition to his active leadership roles, Mr. Marsh offers governance experience through prior positions on the Board of Directors of Richardson Wealth and the Investment Industry Association of Canada. Mr. Marsh is also a former Member of the Board of Governors of the University of Guelph and the Advisory Board for Right to Play Canada. He is also a Member of the Centre for Fiduciary Excellence, a 2018 Fellow of the Aspen Institute’s Finance Leaders Fellowship, and a Member of the Aspen Global Leadership Network.

Mr. Penney is also a Fellow of the inaugural class of the Finance Leaders Fellowship and a member of the Aspen Global Leadership Network.

“I am excited for the opportunity to partner with the amazing team at Dynasty Financial Partners, proven leaders in wealth technology, platform services, capital, and business practice management offerings in the RIA space,” said Mr. Marsh. “I look forward to sharing my passion for the business and contributing to the powerful independent movement with elite advisors in our industry.”

About Dynasty Financial Partners

Dynasty is the leading provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high-net-worth and ultra-high-net-worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services, and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools, and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients.

For more than a decade, Dynasty has championed the benefits of independent wealth management for high-net-worth and ultra-high-net-worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management. As Dynasty is becoming a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths, including a deep understanding of and strong relationship with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, the entrepreneurial culture, and experienced and committed management team. Dynasty is committed to continually growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing the clients’ use of its broader capabilities, launching additional solutions, and carrying out complementary acquisitions.

For more information, please visit www.dynastyfinancialpartners.com.

Also visit Dynasty on social media:

LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners

Twitter: @DynastyFP

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