NEW YORK–(BUSINESS WIRE)–Dynasty Financial Partners announced today that Eric Castillo is joining
the firm as Chief Technology Officer, reporting to Ed Swenson, Dynasty’s
Chief Operating Officer.
In this position, Mr. Castillo will be responsible for driving the
strategic direction of Dynasty’s technology platform for Dynasty Network
Partners and their end clients. He will initially focus on Dynasty
Desktop 2.0 and a new advisor client portal.
“Technology is vitally important to the RIA community and to Dynasty’s
Network Partners. We are delighted to add Eric Castillo, a technology
leader, to drive Dynasty’s premier integrated technology platform to a
whole new level,” said Mr. Swenson.
Mr. Castillo joins Dynasty from the RIA, Stelac Advisory Services, where
he was CTO and COO. During his twelve years there, he designed and
developed a custom, integrated wealth management platform covering data
aggregation, reporting, rebalancing, operations, CRM and compliance.
Earlier in his career, he worked as a Financial Advisor at Morgan
Stanley and in Emerging Markets Institutional Sales at Lehman Brothers.
He received his BA from Harvard University.
He replaces former CTO Paul Metzger who will pursue other ventures but
will be staying on as a consultant to Dynasty.
“I am thrilled to join the Dynasty team. Dynasty is the industry’s
premier provider of technology platforms for independent advisors. I
look forward to working closely with our Network Partners to develop the
next generation of Dynasty’s innovative platform,” said Mr. Castillo.
“Dynasty is very excited about the future and our ability to help
tech-enable our advisory firm clients. We thank Paul for helping us lay
the foundation of our technology platform and are thrilled to have Eric
coming onboard to build the next chapters. Our strategy remains focused
on technology integration for ease of use for our advisor clients and
their end clients via our desktop, driving the digital client experience
through our proprietary client applications, providing enhanced
technology servicing and training to our clients, and leveraging our
growing data warehousing to help empower our RIA clients to make better
business and investing decisions for themselves and their clients. I am
very confident that Ed and Eric will be great partners with our clients
to help us execute on this vision,” said Shirl Penney, CEO of Dynasty
About Dynasty Financial Partners
Dynasty Financial Partners is known for assisting advisors of integrity
to better service their clients, run their businesses more profitably,
grow faster, and enhance the enterprise value of the advisor’s firm.
Dynasty does this by developing, sourcing and integrating management
capabilities for some of the industry’s leading independent investment
advisory firms. Dynasty’s award-winning integrated platform services
delivery chassis offers a customized, open-architecture wealth
management solutions and technology platform supporting advisors as they
protect and grow their clients’ wealth. Dynasty hosts numerous events to
allow the community to come together and allow top RIA firms to be
independent but not alone. Dynasty also offers access to capital to help
advisors expand, scale and grow their business. Dynasty’s core principle
is “objectivity without compromise,” and the firm is committed to
crafting solutions that allow investment advisors to act as true
fiduciaries to their clients.
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