Steve Kulesza, CFP® Joins Dynamic, ‘Brings 360-Degree Perspective’
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 […]
Get to Know… John Davis
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 […]
Get to Know… Heather Perry
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 […]
Get to Know…Anh (Anny) Nguyen
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 […]
Get to Know…Jason Cole
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 […]
Get to Know…Justin Patrick
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 […]
Get to Know…Shariss Tritschler
Shariss Tritschler has more than 14 years of experience in the financial industry. This Las Vegas native turned Phoenician brings a unique perspective to Dynamic, having worked in brokerage operations for much of her career, including roles at Vanguard and USAA. She earned Series 7 and 63 licenses and has specialized in change of ownership, […]
Get to Know…Whitney Johnson
Whitney Johnson plays a dual role at Dynamic, one-part Business Development and one-part Practice Development associate. As an Arizona native, she knows the Grand Canyon State’s 5 C’s well: Copper, Cattle, Cotton, Citrus and Climate. When she’s not busy assisting prospective advisors on how best Dynamic can partner with them and advisor affiliates on how […]
Get to Know…Mat Weiss
August 2021 marks Mat Weiss’s three-year work anniversary at Dynamic. He began his Dynamic career as a team lead in Portfolio Services and currently serves as a coordinator on the Business Development Team. Mat’s 14 years of experience in the financial services field includes Charles Schwab, where he served prior to Dynamic. At Schwab, he […]
Get to Know…Josh Farley
Dynamic has a magician in its midst. As Technology Service Associate on the Onboarding Team, Josh Farley joined Dynamic in the fall 2020. Josh’s unique perspective and ability to juggle an array of projects across Dynamic’s platform is fine-tuned by years as an accomplished magician. He has performed grand illusions from New York to California, […]
