93 min listen
Shirl Penney on Building a $100 Billion RIA Platform (Podcast)
Shirl Penney on Building a $100 Billion RIA Platform (Podcast)
ratings:
Length:
68 minutes
Released:
Apr 1, 2021
Format:
Podcast episode
Description
Bloomberg Opinion columnist Barry Ritholtz speaks with Shirl Penney, who is the founder of Dynasty Financial Partners, a leading integrated platform services company for independent wealth-management advisory firms. Penney currently serves as Dynasty's president and CEO and is a member of its board of directors. The firm has over $60 billion in assets on its platform.
Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Released:
Apr 1, 2021
Format:
Podcast episode
Titles in the series (100)
Masters in Business: Altegris Group CIO Jack Rivkin (Audio): Masters in Business: Altegris Group CIO Jack Rivkin (Audio) by Masters in Business