CoverProfile

Marcus Wilson

Senior Vice President, Investment Platforms Management and Head of Implementation

Dynasty Financial Partners

United States, Florida, St. Petersburg

About Me

Mr. Wilson oversees strategic relationships that help form Dynasty’s Investment Platforms, searching for new partnerships, services and technology, and ensuring the proper delivery of the platforms to the Dynasty Network. Most recently, as the Head of Investment Operations he was responsible for overseeing the Investment operations platform and has been with the firm since inception. Prior to joining Dynasty, he was with U.S. Trust, Bank of America/Merrill Lynch’s Private Wealth Management division, where he served as an Assistant Vice President on a team specializing in client relations, investment management and trust and estate planning for UHNW clients. In 2007, he was a Sales Assista

View more

Profile Information

Senior Vice President, Investment Platforms Management and Head of Implementation

Dynasty Financial Partners

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

St. Petersburg

Florida

United States

Feb 12, 2025

More profiles to browse

Profile Photo
Harris Baltch
Managing Director, Head of Investment Banking
SP
Shirl Penney
President & Chief Executive Officer
Profile Photo
John Shahda
Vice President, Investments

You Might Like

Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
NC
Najib Canaan
Chief Executive Officer
Kingswood Group