The latest senior moves, appointments and personnel changes in the North American wealth management sector.

Dynasty Financial Partners
Dynasty Financial Partners has appointed Sam Anderson and Harris Baltch as co-heads of Dynasty Investment Bank. Before joining Dynasty, they worked at Goldman Sachs and UBS, respectively. 

The St Petersburg, Florida-based firm said the appointments are the “next stage” in the development of the investment bank (officially launched in 2023) and Dynasty’s wider business.

Anderson and Baltch will report to Justin Weinkle, Dynasty's chief financial officer, who was concurrently named chair of Dynasty's capital committee. 

The bank provides specialized services to both wealth management and asset management firms, including merger and acquisition advice and execution to both buyers and sellers, capital underwriting, valuations, and succession planning. In 2024, this business advised on 15 M&A and capital-raising deals.

During their three years at Dynasty, the duo have collaborated on deals on behalf of the Dynasty Network. Dynasty Investment Bank exclusively advised Abacus Life, a publicly traded global alternative asset manager, on its $200 million acquisition of Carlisle Management Co, an alternative asset manager based in Luxembourg. More recently, the bank exclusively advised Jenkins Wealth, a Denver-based RIA with $250 million under management, on its January 2025 announced sale to Mariner, a Kansas-based RIA overseeing $258 billion nationwide.

"In a similar fashion as many areas of our business, the official launch of Dynasty Investment Bank two years ago and this expanded leadership team we announced today developed naturally from activity already underway supporting our network of firms,” Shirl Penney, founder and CEO of Dynasty Financial Partners, said.