Tag: Dynasty Financial Partners

St. Pete Makes a Name for itself with NYC Firms

ST. PETERSBURG, FL (October 2, 2019)— A cohort representing St. Pete’s financial services leaders joined the Greater St. Petersburg Area EDC in Times Square on October 25 to talk to New York-based companies about the business opportunity in the Sunshine City.  Immediately following the media panel, Elwyn and Penney joined Co-Founder and CEO of Intrinio… Read more »

St. Pete Rocks the Headquarters Relocation Business

Business Observer Florida By: Mark Gordon May 3, 2019 The sun shines bright on St. Petersburg in the race to win headquarters relocations. Says one official: ‘We are just getting started.’ Christmas came early to St. Petersburg economic development officials in 2014, when, on Dec. 10, New York City-based outsourcing and logistics company iQor announced… Read more »

Dynasty Financial Builds New Home in Florida and Employees Are Awestruck by One Big Difference

RIA Intel By: Michael Thrasher August 28, 2019 Employees who relocated from New York are enjoying world-class beaches, golf, sailing, a burgeoning arts scene, and favorable taxes. However, they are most excited about something else entirely. Shirl Penney, the president and CEO of Dynasty Financial Partners, crisscrossed two dozen cities during the yearlong process of… Read more »

Business in the ‘Burg

Industry leaders spanning Marine & Life Sciences, Financial Services, and Creative sectors choose to grow their operations and their careers in St. Pete. We sat down with star of TLC’s, The Little Couple, Dr. Jen Arnold of Johns Hopkins All Children’s Hospital, Founder & CEO of Dynasty Financial Partners, Shirl Penney, Founder of Echo Bridge,… Read more »

Behind the Scenes of the Dynasty Deal with Founder & CEO Shirl Penney

Shirl Penney, Founder & CEO of Dynasty Financial Partners In February 2019, the New York City-based wealth management and technology provider, Dynasty Financial Partners, announced the relocation of its headquarters from Manhattan to St. Petersburg, Florida. Founder & CEO of Dynasty Financial Partners, Shirl Penney shares why St. Pete proved to be the perfect fit for… Read more »