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People - JULY 26, 2024

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Dynasty Financial Partners appoints Leslie Dentinger Norman as CTO

by Released

Dynasty Financial Partners today announced the promotion of Leslie Dentinger Norman to Chief Technology Officer. Previously, Norman served as Deputy Chief Technology Officer, responsible for directing the strategy and delivery of the technology solutions used across the Dynasty Network.

In July, Dynasty announced that it had surpassed $100 billion in assets on its platform. Fifty-five independent firms and more than 400 advisors comprise the Dynasty Network. With average assets under management (AUM) per firm of $1.8 billion and average assets per advisor of approximately $250 million, the Dynasty Network represents some of the highest AUM-per-firm and assets-per-advisor ratios in the industry.

Dynasty Financial Partners Founder and CEO Shirl Penney said, “Technology in the wealth management space is changing so quickly that it is challenging for advisors to keep up. We regularly hear from advisors with a broken tech stack that lacks integration and is too complex to

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