Dynasty Financial Partners CEO and leadership

Shirl is the founder of Dynasty Financial Partners and serves as President and CEO. He is formerly Director of Business Development for Global Wealth Advisory Services at Citi Smith Barney and previously served as Head of Executive Financial Services and Director of Private Wealth Management at Smith Barney. During his tenure at Citi Smith Barney’s High Net Worth Group, which catered to the firm’s clients with $50 million or more investable assets, the group was named High Net Worth Platform of the year for 2002, 2003, 2005, and 2006 by Private Asset Management, the private client research arm of Institutional Investor. Shirl is a graduate of Bates College and serves as President of the Clarence E. Townsend Foundation, which supports various individuals and groups in need in his home state of Maine.

Ed is the co-founder of Dynasty Financial Partners and is responsible for strategic oversight of all financial, operational, custodial, legal, and vendor relationships. Prior to joining Dynasty, he was a Portfolio Manager for the Legg Mason Partners Large Cap Growth Fund and oversaw trading, rebalancing and distribution network communications for Smith Barney’s Multiple Discipline Accounts division. Ed is a graduate of both the London School of Economics and New York University’s Stern School of Business. He serves on the boards of Citizens Union and the Urban Assembly New York Harbor School, where he also serves as Treasurer.

Amit serves as Chief Financial Officer of Dynasty. He has over 15 years of experience in the financial services industry. Previously Amit headed Family Office Special Services at Morgan Stanley. Prior to that, Amit was Business Manager responsible for building the administrative platform for Citi Family Office. Prior to joining Citi Family Office, Amit worked in the Strategy Group and was primarily responsible for managing Risk Capital for Smith Barney. Amit also worked as an Investment Banker in the Leveraged Finance Group of Salomon Smith Barney and raised bank and bond capital for companies through highly structured credit deals involving asset-based borrowing facilities, debtor-in-possession and exit financings. Amit earned an MBA from Penn State and holds Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.

Brendan Bell is a Chief Of Staff at Dynasty Financial Partners and is based in New, York. He has worked as Post-graduate Fellow, Biomedical Engineering at Yale University; AVP - Corporate Strategy at Dynasty Financial Partners; and Research Intern at University at Albany, College of Nanoscale Science and Engineering. Brendan studied at London School of Economics and Political Science (LSE) and Boston College until 2014.

Brian Layton is a Chief Product Officer at Dynasty Financial Partners; Director, Business Optimization at Dynasty Financial Partners; and Vice President at Bernstein Global Wealth Management and is based in Boston, Massachusetts. He has worked as New England Office Head, Senior Vice President at Neuberger Berman; Co-Founder at Passkey (now part of Cvent); and Co-Founder at THINQ Learning Solutions. Brian attended University of Richmond.

I have lived in over 13 cities across the United States and Italy. I went to three different high schools (two in Florida, one in California) and graduated with distinction in 2014. While living in Los Angeles, I decided to take Mandarin Chinese because I wanted to use it for future business. I am currently business proficient in writing and speaking Mandarin. My passions include listening to music, flying, and playing guitar. I graduated from The University of Tampa (UT) with an International Business and Finance degree with minors in Asian Studies and History. At UT, I was a part of Delta Sigma Pi Professional Business Fraternity, UT Diplomats, Beta Alpha Psi Financial Information Honor Society, St. Jude Up 'Til Dawn, and was the Founder and President of UT Guitar Club. I was an Audit Associate at PwC from 2018-2020 and am now an OCFO finance associate at Dynasty Financial Partners. I am also a part-time MBA/MS Finance student at the University of Tampa. In November 2019, I was a speaker and part of a commemoration ceremony to dedicate a historical marker for Jimi Hendrix in Tampa.

Cheryl Quinn is a Senior Vice President, Outsourced CFO Services at Dynasty Financial Partners and is based in St. Petersburg, Florida. She has worked as Manager of Client Services at Market Street Trust; Director, Financial Planning & Analysis at Amtrak; and Senior Associate at Ernst & Young. Cheryl attended Bishop O' Reilly High School between 1992 and 1996 and Wilkes University between 1996 and 2000.

Joseph Dursi is a Chief Investment Officer at Dynasty Financial Partners and is based in New, York. He has worked as Vice President / Assistant Vice President - Portfolio Consultant at Barclays Wealth Investment & Management, Intern - Assistant Portfolio Administrator at Lord Abbett, and Director - U.S. Head of Portfolio Consulting at Barclays Wealth Management. Joseph studied at University of Notre Dame - Mendoza College of Business between 1999 and 2003 and NYU Stern School of Business between 2008 and 2010.

Ed is the co-founder of Dynasty Financial Partners and is responsible for strategic oversight of all financial, operational, custodial, legal, and vendor relationships. Prior to joining Dynasty, he was a Portfolio Manager for the Legg Mason Partners Large Cap Growth Fund and oversaw trading, rebalancing and distribution network communications for Smith Barney’s Multiple Discipline Accounts division. Ed is a graduate of both the London School of Economics and New York University’s Stern School of Business. He serves on the boards of Citizens Union and the Urban Assembly New York Harbor School, where he also serves as Treasurer.