firm
Dynasty Financial Partners
In PWD coverage since August 16, 2026 · 5 stories
+2Talent net · 12 months2 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +2 · 2 arrivals · 0 departures
Greg Resh
Aug 14 · exec change
Departures
None tracked.
PWD coverage
practice
Vestmark at 25: $50 billion, five cycles, and an AI bet
The firm has survived five market cycles; its new AI tools face a simpler test, advisor adoption.