Dynasty Financial Partners has announced the appointment of Karim Simplis as director of private markets. As a direct report to CIO Bob Shea, Simplis will lead private markets sourcing, research and due diligence across Dynasty’s Outsourced CIO portfolios and proprietary investment models.
Simplis will be responsible for investment and operational due diligence across private equity, private credit and other alternative strategies. He also will help drive the accessibility of private markets to Dynasty's growing network of independent firms.
“Dynasty is brilliantly positioned to deliver institutional-quality private market solutions to independent advisers,” Simplis said. “We’re building the kind of private-markets access that puts advisers in the driver’s seat for clients in search of truly differentiated outcomes.”
Simplis brings more than 20 years of experience in alternative investments and portfolio strategy. Most recently, he served as direct
