US-based Dynasty Financial Partners has appointed Paul Metzger to the newly-created role of chief technology officer.
In his new role, Metzger will be responsible for launching Dynasty Desktop to focus at independent RIAs.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
According to Dynasty Financial, the new offering will provide functionality and integration across RIA practice areas including client and relationship management, planning, workflow, reporting, portfolio management, business analytics, research and practice management.
Based in New York, Metzger will report to Ed Swenson, co-founder and chief operating officer of Dynasty.
Most recently, he served as chief administrative officer of global technology and operations from 2011 to 2013 at Neuberger Berman, having started working at the firm in 2008.
Metzger has over 25 years of experience working in the financial services technology industry.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
