Dynasty Financial Partners has appointed Ed Friedman as director of strategic relationships reporting jointly to Shirl Penney, president and chief executive, and Ed Swenson, chief operating officer.
Based in New York, Friedman's responsibilities will include business development, management of key client relationships, and delivering practice management programmes working with Dynasty's network advisors.
Friedman (pictured) has been a consultant to the financial services industry after leaving HighTower Advisors in 2011. He worked at HighTower since 2008 as part of the founding management team and was, most recently, director of advisor development for HighTower. Friedman also has a long career as a leader in wealth management having held branch management positions and senior wealth management roles at Morgan Stanley over the course of his career.
"I am delighted to welcome Ed to Dynasty Financial Partners. We continue to see an acceleration in our business with the number and the size of teams looking to join Dynasty's network and thus continue to look to add top intellectual capital to the team to support this growth," says Penney. "Ed brings a unique perspective to Dynasty having experience in wirehouse world, independent space, and as a consultant to advisors around areas of practice management. He will be a great educator for advisors considering independence, and a great advisor advocate and coach for those in our growing network.”
Friedman says: "I am thrilled to be joining the Dynasty team. They have proven over and over that they provide the industry-leading platform for advisors seeking independence or to RIAs looking for a growth partner. I look forward to bringing my experience to Dynasty’s network advisors in helping them to achieve all their business goals.”
