Shirl Penney - Partner, President and CEO @ Dynasty Financial Partners

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Overview

Number of Founded Organizations

CB Rank (Investor)

113,267

Primary Job Title Partner, President and CEO
Primary Organization
Dynasty Financial Partners

Location St. Petersburg, Florida, United States
Regions Tampa Bay Area, East Coast, Southern US
Gender Male

Investor Type
obfuscated
obfuscation

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Shirl Penney is based out of St. Petersburg and is the Partner, President, CEO and Founder of Dynasty Financial Partners. Shirl previously worked at Citigroup as a Director of Business Development. Shirl Penney attended Bates College.

Partner Investments

Number of Partner Investments

Announced Date	Organization Name	Investor Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Cyndeo Wealth Partners	Dynasty Financial Partners	—	Venture Round - Cyndeo Wealth Partners	obfuscated obfuscation
obfuscated obfuscation	Abacus Global Management	Dynasty Financial Partners	Yes	Post-IPO Equity - Abacus Global Management	obfuscated obfuscation
obfuscated obfuscation	SmartRIA	Dynasty Financial Partners	—	Venture Round - SmartRIA	obfuscated obfuscation

Jobs

Number of Current Jobs

Shirl Penney

has

current jobs as

Finance Leaders Fellow

The Aspen Institute

and

Partner, President and CEO

Dynasty Financial Partners

The Aspen Institute Finance Leaders FellowAug 2016
Dynasty Financial Partners Partner, President and CEO

Related Hubs

Hub Name	CB Rank (Hub)
Private Equity Firms with Investments in Southern US	5,143
ABRY Partners Portfolio Companies	73,962
Consulting Private Equity Stage Companies With Less Than $1B in Revenue	41,094
Florida Companies With More Than $100M in Revenue	17,871
Florida Companies With Less Than $1B in Revenue (Top 10K)	2,067
Consulting Companies With Less Than $500M in Revenue (Top 10K)	506
United States Consulting Companies (Top 10K)	408
Florida Companies With Fewer Than 1000 Employees (Top 10K)	1,522
Florida Consulting Companies (Top 10K)	8,375
Advice Companies With More Than 10 Employees (Top 10K)	5,106

Education

Shirl Penney

studied at

Bates College

Bates College Bachelor’s DegreeEconomics19951999

Events

Number of Events

Shirl Penney

has participated in

events. They most recently attended, or will attend,

Wealth/Stack

Sep 8, 2019

Wealth/Stack Speaker Scottsdale, Arizona, United States, North AmericaSep 8, 2019
In|Vest 2019 Speaker New York, New York, United States, North AmericaJul 16, 2019