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Dynasty Financial Partners appoints Michael Moriarty as director of investment platforms

Dynasty Financial Partners has appointed Michael Moriarty as director of investment platforms.

Moriarty will be based in New York City and has been appointed to the Dynasty Financial Partners investment committee. He will report to Todd Thomson, chairman of Dynasty, in Thomson's role as interim chief investment officer.

As head of investment platforms, Moriarty's responsibilities include developing and expanding the firm's investment management solutions, including the Dynasty Separately Managed Account (SMA) and unified Managed Account (UMA) capabilities delivered in partnership with Callan Associates, one of the largest institutional investment consulting firms in the US, and Envestnet, a provider of technology-enabled wealth management solutions.

Thomson says: “We are delighted to welcome Michael to the Dynasty team. He brings a depth of experience in investments and hedge funds to our investment platform and our Network Advisors. As we continue to expand our sophisticated, institutionally-researched investment solutions for the elite advisory firms in the Dynasty Network, Michael will be invaluable in structuring solutions, educating Network Advisors, and ensuring the platform operates seamlessly.”

Moriarty joins Dynasty Financial Partners after 20 years of experience in financial services, primarily in building and managing businesses investing in and allocating to hedge funds. Most recently, he served as chief operating officer of PioneerPath and Surveyor Capital, Citadel Asset Management hedge funds.

Prior to Citadel, he was managing director and head of hedge fund linked derivatives in the Americas for J.P. Morgan, responsible for merging the Bear Stearns and JP Morgan businesses as well as managing the combined hedge fund portfolio. Previously, he was senior managing director and global head of the hedge fund linked derivatives business at Bear Stearns.

Moriarty will be leading a number of major initiatives for Dynasty to expand its investment platform. The first is Alternative Direct Solutions (ADS), which provides access to LP hedge funds and sleeves of hedge funds in mutual fund structures using the investment and operational expertise of Wilshire Funds Management, the global investment unit of Wilshire Associates Incorporated.

Shirl Penney, president and chief executive of Dynasty, says: "Dynasty has experienced tremendous growth in assets in its investment platform over the past year. With the addition of Mike, we are pleased to be launching our alternative investment access programme called Alternative Direct Solutions (ADS). With Wilshire's unbiased, institutional-quality research and Dynasty's unique platform, ADS provides our network advisers and their clients with access to one of the most sophisticated and flexible alternatives platform in the industry."

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