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Who's Moving Where In Wealth Management? - Envestnet, Dynasty

Editorial Staff, October 15, 2020


The latest senior moves in wealth and asset management from across North America.

Envestnet’s Advisor Services Exchange by Dynasty Financial Partners, aka ASx, has hired James Gardiner as director of business development. He will report to ASx president Ed Swenson and his responsibilities will be managing ASx’s existing sales channels and business development outreach.  

Previously, Gardiner was co-founder and chief operating officer at TPW Investment.

In January, Envestnet and Dynasty Financial Partners launched ASx to offer financial advisors using Envestnet's platforms an enhanced set of tools and services. The service is designed to help RIAs improve their businesses through learning and recommendations from a range of offerings, such as data and analytics, capital strategies, performance marketing, and transition service, among others.

A former COO of exchange traded fund strategist firm JAForlines Global, Gardiner helped lead JFG from a start-up phase through to its being a major ETF Strategist. That firm was acquired in late 2017.

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