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Leslie Dentinger Norman Named Chief Technology Officer at Dynasty Financial Partners
Slice of Finance Team
26 Jul
Key Highlights:
Leslie Dentinger Norman promoted to Chief Technology Officer.
Dynasty surpassed $100 billion in assets on its platform in July 2024.
Dynasty Network consists of 55 independent firms and over 400 advisors.
Company boasts a significant female workforce at 42%.
Newly developed platform offers advisors a 360-degree view of essential data and insights.
Source (Business Wire)
Notable Quotes:
“Technology in the wealth management space is changing so quickly that it is challenging for advisors to keep up. We regularly hear from advisors with a broken tech stack that lacks integration and is too complex to use. Leslie’s ability to solve problems for our clients and keep them one step ahead with sophisticated tools has impressed us – and our Network - and we look forward to what she and her team will accomplish going forward.”
“In the wealth technology space, the pace of change and the complex range of technology options can be overwhelming to RIAs. So, when it comes to our technology strategy, we follow the same advice that we give our clients: find great partners to capitalize on outsourced scale when you can and build it yourself where you see a gap. We’ll continue to take this approach to building out a technology ecosystem that delivers both the ease of use and the sophistication that our clients need and expect.”
Our Take:
The promotion of Leslie Dentinger Norman to Chief Technology Officer at Dynasty Financial Partners is a strategic move that underscores the firm's commitment to staying at the forefront of wealth management technology. Mrs. Norman's extensive experience in developing innovative tools and modernizing operations positions her well to lead Dynasty's technology initiatives. Her leadership will be crucial as Dynasty continues to enhance its platform, providing advisors with advanced, integrated solutions to manage and grow their businesses efficiently. Additionally, Dynasty's focus on promoting women within the firm is commendable and sets a positive example in an industry where gender diversity remains a challenge. Mrs. Norman's new role not only highlights her individual achievements but also reflects Dynasty's progressive approach to leadership and innovation in wealth management technology.