Dynasty Financial Partners has appointed Kevin Monaco as Business Development Officer, a key move in the firm's national expansion strategy. Based in Los Angeles, California, Monaco brings over 30 years of financial services experience from senior roles at D.A. Davidson, Wells Fargo Private Bank, Raymond James & Associates, and Morgan Stanley, most recently as Southern California Regional Director at Oppenheimer, where he excelled in advisor recruitment.
Kevin Monaco joins Dynasty with a proven track record in business development, advisor recruitment, and leadership coaching across major wealth management platforms. His recent recognition as a top recruiting manager at Oppenheimer in 2023 and 2024 highlights his ability to drive growth in competitive markets. In his new role, Monaco will recruit top-tier independent advisory firms, develop strategic partnerships, and provide on-the-ground support to Dynasty's Network Partners in the western U.S., aligning with the firm's commitment to technology-enabled solutions for high net worth clients.
Tim Oden, Dynasty's Chief Growth Officer, emphasized Monaco's value: “Kevin’s deep experience, reputation as a strong leader, and regional expertise make him a critical asset as we expand our presence in the western U.S. He represents Dynasty’s commitment to fully supported independence for our partners, and his passion for serving advisors is a powerful addition to our field presence. His appointment fills an important role on our leadership team, and we are excited to welcome him to the Dynasty family.” Monaco shared his enthusiasm: “This is an exciting time to be joining Dynasty as they continue to redefine the independent advisory space with cutting-edge technology, high end investment products, a top tier investment bank, and lead generation capabilities that elevate the client experience and support growth-oriented clients.”
Shirl Penney, Founder and Chief Executive Officer of Dynasty, highlighted the strategic importance: “We are thrilled to welcome Kevin to Dynasty as we expand our presence on the West Coast. His three decades of experience and expertise will provide valuable on-the-ground value support to our Network Partners as well as prospective clients in the communities in which they live and work.” This appointment supports Dynasty's platform, which serves over 500 financial advisors and $120 billion in assets across 55 network firms, focusing on holistic investment management and open-architecture technology.
Dynasty's appointment of Kevin Monaco strengthens its leadership in wealth management, enabling further growth through enhanced advisor support and regional expansion. By leveraging Monaco's expertise, Dynasty continues to empower independent firms with comprehensive tools, fostering organic and inorganic scaling while prioritizing client-focused innovation in the evolving financial services landscape.
Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients.
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