Dynasty Takes Ownership Stake in FCF Advisors

Dynasty Financial Partners Names Bob Shea as Chief Investment Strategist

Date: 17 Nov 2022 · 18:04

Bob Shea, Chief Investment Strategist at Dynasty

Shea will be Responsible for Growing and Expanding Dynasty’s Investment Group, including OCIO
He will report to Ed Swenson, Chief Operating Officer of Dynasty
He began his career at Goldman Sachs where he worked from 1991-2004 and where he served as Partner, Co-Head of Cash Equity Trading

Dynasty Financial Partners announced that the firm has named Bob Shea to a new role as Chief Investment Strategist and has also taken a new ownership stake in FCF Advisors. FCF Advisors is a boutique Asset Management firm and Index provider based in NY, specializing in free cash flow focused research and investment strategies.

In this role, Mr. Shea will lead Dynasty’s Investment Committee, provide top-down asset allocation insights and guidance and lead investment manager selection. In addition, he will construct and maintain Dynasty’s Outsourced Chief Investment Officer (OCIO) portfolios, be responsible for asset manager relationships, and participate on the investment committees of the firm’s clients.

He will report to Ed Swenson, Chief Operating Officer of Dynasty.

Dynasty’s Investment Platform reported $32.6 Billion in Assets Under Advisement (AUA) as of the end of Q2, 2022, according the firm information.

“Bob’s analytical skills and deep experience in the investment arena make him a great fit for this new role,” said Mr. Swenson. “We are thrilled to have Bob on the team and look forward to supporting him as he builds out the Investment Group’s capabilities to catalyze growth in our advisory businesses.”

Mr. Shea joins Dynasty from investment firm FCF Advisors where he was the CEO and CIO. He began his career at Goldman Sachs where he worked from 1991-2004 and where he served as Partner, Co-Head of Cash Equity Trading.

As part of the announcement Dynasty is also taking an ownership stake in FCF advisors.

Independent advisors can tap the Dynasty Investment Platform specifically for research, or to completely outsource all or part of their investment management funds through the firm’s OCIO program. The group’s analysts focus on a wide range of asset classes, including equities, fixed income/capital markets and alternative investments, the company said.

Mr. Shea joins Dynasty as the firm is preparing to host its annual Investors Forum for independent advisors in early December. The conference is one of the largest investment forums in the industry for RIAs. This year’s conference will take place in Houston, TX from December 5^th– 7^th. Mr. Shea will be a featured speaker along with other executives from leading investment firms.