Dynamic recently welcomed Steve Kulesza, CFP® to the team as Chief Business Development Officer. As a member of the Dynamic leadership team reporting to Founder and Chief Executive Officer Jim Cannon, Kulesza will lead the firm’s revenue growth and practice initiatives, including advisor recruitment, asset management growth and other services such as Dynamic Concierge, the […]
John Davis joined Dynamic’s Portfolio Services team as an associate portfolio trader in April. This former Division I athlete from the University of Tennessee at Chattanooga earned Series 7 and Series 66 licenses. Prior to joining Dynamic, John worked at CollaborativeWEALTH®, an advisory firm headquartered in Lake Mary, Fla. He’s been in the financial services […]
Heather Perry joined Dynamic’s Advisor Support team from United Planners Financial Services in April, guiding advisors and making sure their needs are met. A Valley of the Sun Native, Heather has 12 years’ experience in the financial services industry. Prior to United Planners, she has held positions at Charles Schwab, Bank of America and Merrill […]
Senior Trade Support Associate and outdoor adventurist Anh (Anny) Nguyen joined Dynamic’s Investment Management team in March from Merrill Lynch where she started as a financial planning intern in 2017. She’s a 2022 graduate of the University of North Florida where she double majored in Finance and Financial Planning with a minor in Economics. Upon […]
The Concierge team welcomed Jason Cole in March, client service associate and world traveler with a penchant for photography. Jason joined Dynamic from F&M Trust, a community bank in South Central Pennsylvania. Prior to F&M Trust, he served the CFA Institute for 16 years and received the Investment Foundations® certificate. Jason holds an Associate of […]
Justin Patrick, Dynamic’s resident expert on all-things-computer-science-and-technology, has been streamlining software solutions for financial services for more than 20 years. As Dynamic’s chief technology officer, he is the leader behind Dynamic’s own cutting-edge technology and the tech services provided to Dynamic’s advisor clients. He’s been around Dynamic almost as long as Dynamic’s been around, joining […]