Group 1: Dynasty Financial Partners - Dynasty Financial Partners has hired Brian McDonald, a former Morgan Stanley executive, as a senior advisor and made a minority investment in his startup, Grantd, which is an AI-driven compensation advice platform [2][3] - The hiring of McDonald aims to enhance the capabilities of independent financial advisors on Dynasty's platform, responding to increased demand for benefits guidance in the Registered Investment Advisor (RIA) space [3][4] - Grantd, launched by McDonald in July, focuses on providing personalized and tax-aware equity compensation guidance for both advisors and individuals [4][5] Group 2: Sequoia Financial Group - Sequoia Financial Group, a $30 billion RIA based in Akron, Ohio, has promoted Annie McCauley from chief client experience officer to president as part of a long-term strategic plan [5][6] - McCauley, who has been with Sequoia since 1999, will oversee the firm's strategy, organic growth plans, and team development while continuing to lead its national network of advisors [6] - Founder Tom Haught will transition from day-to-day operations to focus on long-term enterprise strategy, growth partnerships, and capital formation, while also mentoring the executive team [7]
People Moves: Dynasty Hires Employer Compensation Expert
Yahoo Finance·2025-10-28 14:39