Shirl Penney Overview

  • Primary Position
  • Co-Founder, Pres...

  • Primary Industry
  • Finance

Shirl Penney General Information

Biography

Mr. Shirl Penney is a Co-Founder, President, Board Member & Chief Executive Officer at Dynasty Financial Partners. Formerly he was Director of Business Development for Global Wealth Advisory Services at Citi Smith Barney. Before that, he was Head of Executive Financial Services and Director of Private Wealth Management at Smith Barney. Under his tenure, his group was named High Net Worth Platform of the Year for 2002, 2003, 2005, and 2006 by Private Asset Management magazine. In 2015 Shirl was recognized by Investment News Magazine's 40 Under 40 as a leader in the financial services industry. Mr. Penney received a BA in economics from Bates College.

Contact Information

Primary Position
Co-Founder, President, Board Member & Chief Executive Officer, Dynasty Financial Partners
Education
Bates College, BS (Bachelor of Science)
Gender
Male
Email
shursintoccaecatcupid@atatnonproide
Phone
+1 (212) 000-0000
Address
  • 1350 Avenue of the Americas
  • 32nd Floor
  • New York, NY 10019
  • United States
+1 (212) 000-0000

Shirl Penney Positions (1)

Firm name Firm type Title Location Industry Since
Dynasty Financial Partners Service Provider Co-Founder, President, Board Member & Chief Executive Officer Saint Petersburg, FL Management Consultants 0000-00-00

Shirl Penney Lead Partner on Deals (6)

Company Deal Date Deal Type Deal Size Deal Status Industry Location
Hofstetter Baron Group 07-May-2024 Merger/Acquisition Completed Other Financial Services Westport, CT
SmartRIA 30-Mar-2023 00000 00000 00 Completed Financial Software Knoxville, TN
Pivotal Planning Group 25-May-2021 00000000000000 Completed Asset Management Melville, NY
Advisor Services Exchange 08-Jan-2020 00000 0000000 Completed Financial Software Saint Petersburg, FL
Claybrook Capital 06-Jan-2017 Merger/Acquisition Completed Consulting Services (B2B) Wellesley, MA
Financial advisory Joint Venture (Intellectus Partners / Dynasty Financial Partners) 29-Jun-2015 Joint Venture Completed Asset Management CA

Shirl Penney Network (15)

Portfolio Executives (15)

Name Company Role Deal date Location
Adrian Carr SmartRIA Chief Technology Officer & Lead Software Developer 30-Mar-2023 Knoxville, TN
David Coyle SmartRIA Chief Revenue Officer 30-Mar-2023 Knoxville, TN
000 00000 SmartRIA Chief Revenue Officer 30-Mar-2023 Knoxville, TN
00000 000 SmartRIA Co-Founder & Board Member 30-Mar-2023 Knoxville, TN
000 00000 SmartRIA Co-Founder, Chief Executive Officer & Board Member 30-Mar-2023 Knoxville, TN

Shirl Penney FAQs

  • Who is Shirl Penney?

    Mr. Shirl Penney is a Co-Founder, President, Board Member & Chief Executive Officer at Dynasty Financial Partners.

  • How much does Shirl Penney typically invest?

    Shirl Penney's median deal size is 000000.

  • What is Shirl Penney’s main position?

    Shirl Penney’s primary position is Co-Founder, President, Board Member & Chief Executive Officer.

  • What are the contact details for Shirl Penney?

    Shirl Penney’s email address is shuat.Duisauteiruredo@lorinreprehe and his phone number is +1 (212) 000-0000.

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