Matthew Celenza, Shannon McLaughlin, Andrea Shieh, Andrew Aiello

Adviser/team AUM $1,000,000,000
Firm joining Dynasty Financial Partners
Firm leaving Bank of America Merrill Lynch
Adviser(s) location Beverly Hills, CA
Date July 11, 2017

Latest Moves to Dynasty Financial Partners

Adviser(s) Date
Jason Bratt, David Nanson, Ashley ColvinJuly 11, 2017
Ben Gordon, Laura Blair, Collin HartJuly 11, 2017
Frank Collins, Kim Lee Kenawell-HoffeckerJuly 11, 2017

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.