Dynasty Financial Partners announced the promotion of Leslie Dentinger Norman to Chief Technology Officer.
Norman served as Deputy Chief Technology Officer, responsible for directing the strategy and delivery of the technology solutions used across the Dynasty Network.
Dynasty Financial Partners Founder and CEO Shirl Penney said: “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 an industry where women account for barely 20% of a typical firm’s employees, “Dynasty is proudly 42% female, and committed to promoting women’s unique and innate talent for advisory work”, the press release said.
Prior to joining Dynasty in 2022, Norman was a leader in technology product development at Raymond James, where she designed innovative tools for advisors to manage daily operations and engage meaningfully with their clients. During her 11-year tenure with the firm, she also worked in Operations, leading projects to modernize the back office and deliver self-service cash management capabilities for advisors and clients.
Under Norman’s leadership, Dynasty is rolling out a purpose-built, secure, and fully integrated platform, providing advisors with a holistic 360-degree view of the essential data, analytics, and insights they need to efficiently manage and grow their businesses while seamlessly connecting with clients, the firm added.
“In the wealth technology space, the pace of change and the complex range of technology options can be overwhelming to RIAs,” said Norman. “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.”
