Dynasty Financial Partners has appointed Matthew Marsh as director of investment solutions.
Marsh will be responsible for leading investments solutions in the Western and Central divisions for Dynasty’s advisory firms, including the Dynasty TAMP, portfolio model management and rebalancing, SMA and UMA solutions, hedge funds, private equity, and capital markets.
Marsh will work closely with Scott Welch, chief investment officer, and Michael Moriarty, director of investment platforms, to provide Dynasty's network of advisory firms with technology and research to solve clients' investment needs. He will report to Todd Thomson, Dynasty Financial Partners' chairman who also chairs Dynasty’s investment committee. He will split time between Dynasty’s San Francisco and Chicago corporate offices.
Thomson says: “Having led sales and solutions for Morgan Stanley's consulting group regionally for the past 10 years, Matt's experience and reputation as a hands-on resource for top advisors is well known. Matt has the vision and expertise to work with our advisory firms on developing investment strategies and expanding and professionalizing their investment platforms to help drive performance and growth."
"As the growth partner to our advisory firms, Dynasty provides the research, technology and product access that allows our firms to ensure they can meet their client needs, from the most basic to the most sophisticated,” says Moriarty. “Most recently, we launched our Dynasty Select hedge fund and private equity offerings, which includes technology that allows limited partnership investments to be made in a remarkably efficient and scalable manner. We will continue to expand the investment platform to meet the needs of our growing client roster and expect Matt will allow us to get even better feedback from our clients on their evolving needs. We’re excited to have Matt join the Dynasty family.”
Marsh says: “I am thrilled to join Dynasty’s fast-paced entrepreneurial environment. The quality and breadth of Dynasty's investment capability rivals anything I have seen in the industry. I look forward to working with Dynasty’s independent advisory firms on their client investment solutions and growth opportunities."
