Dynasty Brings Another Wealth Manager Into Its Embrace

Tom Burroughes

19 April 2017

Dynasty Financial Partners, the US group, has welcomed the independent wealth management firm, Next Capital Management, to its advisory network.

Next Capital Management was founded in 1999 by Andrew Hart. Based in New York City, the firm oversees $750 million in client assets and a team of 13 professionals. Prior to founding Next, Hart was a vice president in the private client services division of Goldman Sachs. During his eight years at Goldman Sachs, he oversaw a team that managed investments for high net worth individuals and families.

Next works predominately with HNW individuals and families on the East Coast. The firm manages assets for business owners and as well as trusts, pension and profit-sharing plans, and business entities. The firm has formed strategic partnerships with Schwab Advisor Services and Dynasty Financial Partners for the robust analytics and operational support.

Next Capital Management will engage with Dynasty on building out their technology, practice management, marketing and branding capabilities while streamlining their operations and investments platform.