Dynasty Financial Partners today announced the appointment of Ed Friedman as director of strategic relationships.
Based in New York, Friedman's responsibilities will include business development, management of key client relationships, and delivering practice management programs working with Dynasty's network advisors. The firm’s open-architecture platform is designed to offer wealth management services and technology for independent investment advisor teams.
He will report to Shirl Penney, president and CEO, and Ed Swenson, chief operating officer of the firm.
Most recently, Friedman has been a consultant to the financial services industry, counseling advisors in the areas of practice management, growth strategies and succession planning.
Friedman worked at HighTower from 2008 to 2011. He served as part of the founding management team at HighTower and also as the director of advisor development.
He began his career at Morgan Stanley as a financial advisor. Friedman held ever increasing senior roles, ultimately becoming executive director, complex manager at Morgan Stanley Global Wealth management from 2004-2008.