The executive is part of an "advisor to CEO" program that Dynasty now runs. This is designed to provide coaching and content for the chief executives at firms in the Dynasty network.

Dynasty Financial Partners, the US firm, said it has started to work with Andrew Marsh, a Canadian entrepreneurial executive, and founder of Richardson Wealth.

Marsh’s work at Richardson Wealth helped propel it from a startup to having more than $30 billion of assets under management in 15 years – the business was sold in 2020.

At Dynasty, Marsh takes up the role of executive-in-residence, a role that St Petersburg-based Dynasty created as part of its “Advisor to CEO” program. This provides content and coaching for CEOs in Dynasty’s network of independent RIAs. It will include an on-campus summit at MIT’s Sloan Business School every year, Dynasty said in a statement yesterday. 

“We are extremely fortunate to have Andrew Marsh, someone who has done what so many of our clients aspire to do, as our first executive-in-residence,” Dynasty Financial Partners CEO Shirl Penney, said. 

“Andrew can speak peer-to-peer with firm leaders in our network, sharing his first-hand knowledge of the key issues they face at each stage of their firms’ ‘life’ cycles, from inception through succession and beyond,” Penney said. 

In other roles, Marsh offers governance experience through prior positions on the board of directors of Richardson Wealth and the Investment Industry Association of Canada. Marsh is a former member of the board of governors of the University of Guelph and the advisory board for Right to Play Canada. He is also a member of the Centre for Fiduciary Excellence, a 2018 fellow of the Aspen Institute’s Finance Leaders Fellowship, and a member of the Aspen Global Leadership Network.