NEW YORK--(BUSINESS WIRE)--Dynasty Financial Partners (“Dynasty”), the leading provider of investment and technology platforms for independent financial advisors with sophisticated client needs, announced today that Loren Morris has joined the firm as Partner and Director of RIA Services. In this new position, Mr. Morris will lead the on-boarding of new financial advisor teams who join the Dynasty network. He will serve as the primary liaison to help teams and their clients transition successfully to Dynasty’s platform, ensuring the successful integration and execution of the best-in-class services provided through Dynasty.
Dynasty President and CEO Shirl Penney said, “We are thrilled to welcome Loren to Dynasty and to gain his valuable insight and over twenty years of operational expertise. His presence will help make the transition of advisor teams to the Dynasty network even more efficient.”
Mr. Morris said, “I am excited about the opportunity to work with advisors in the Dynasty network and to help them serve their high net worth clients. With its unique offering, diversified open-architecture platform and highly talented management, Dynasty is a true leader in the evolving landscape of private wealth management.”
Mr. Morris joins Dynasty from Charles Schwab Advisor Services where he served as National Head of the Consolidator Segment for their Strategic Business Development Group. Charles Schwab is one of the key providers of custodial services on the Dynasty platform.
"Charles Schwab is an important partner for Dynasty, and we believe Loren will make that partnership even stronger. While at Schwab, Loren was known for his ability to make even the largest custodian feel like a small boutique for many of their top RIA firms. He'll bring that skill set to Dynasty to help our network of independent advisors navigate their choice of custodian and other service providers as seamlessly as possible for their clients," said Mr. Penney.
T. Patrick Mulvey, Partner and Director of Investment Platforms at Dynasty, said, “We have built a top-notch platform, and having someone of Loren’s capabilities and industry experience enhances the ability of our advisors to access the world class products and services we have selected from across the wealth management industry. Adding Loren to the team reinforces our commitment to be an advocate for the independent advisor community.”
Prior to his tenure at Charles Schwab, Mr. Morris was Managing Director at RCM Saratoga Capital. Earlier in his career, Mr. Morris served as an investment banker in the Global Financial Institutions Group at Merrill Lynch. He began his career in financial services as an Underwriter with the Chubb Group of Insurance Companies. Mr. Morris is a graduate of Yale University and Dartmouth College’s Tuck School of Business and holds NASD Series 7 24, and 63 Licenses.
ABOUT DYNASTY FINANCIAL PARTNERS
Dynasty Financial Partners is the leading provider of investment and technology platforms for independent financial advisors with sophisticated client needs. We offer a comprehensive open-architecture platform of the finest wealth management solutions and technology to help independent advisors best protect and grow their clients’ wealth with absolute objectivity.
Our core principle is “objectivity without compromise,” which means we are committed to providing solutions that allow investment advisors to act as true fiduciaries to their clients. With Dynasty, independent investment advisors have access to the best technology, research, solutions and products available in the industry today, without the limitations and conflicts that exist within wirehouses and banks. For more information, please visit www.dynastyfinancialpartners.com.