| Name | Title | Contact Details |
|---|---|---|
Andrew Kaufman |
Finance Director (Operating Partner) | Profile |
Whitney Hausmann |
Director, Marketing Excellence | Profile |
Jordan Henderson |
Director of Revenue Operations | Profile |
Jessica Miller |
Vice President, Financial Planning and Analysis/ ESG | Profile |
Sean English |
CFO in Residence | Profile |
Terra Capital Partners is a New York, NY-based company in the Financial Services sector.
Farmers & Merchants Savings Bank is a Waukon, IA-based company in the Financial Services sector.
Rorer Asset Management is a Conshohocken, PA-based company in the Financial Services sector.
Evolution Equity Partners is an international venture capital investor leveraging deep sector expertise to help exceptional entrepreneurs develop market leading companies. Evolution has invested in the US, Europe and in emerging markets and assists portfolio companies to expand in new markets.
Dynasty Financial Partners helps successful advisors become extremely successful entrepreneurs. Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping some of the wealth management industry`s leading investment advisors realize their dreams of business ownership with reduced conflict of interest.