Dynasty Financial Partners today announced that it has named prominent equity compensation plan expert Brian McDonald as a Senior Advisor to the firm.

McDonald brings decades of leadership experience from Morgan Stanley, where he served as Managing Director overseeing workplace financial solutions, equity compensation, and retirement benefits, as well as Charles Schwab, where he held key leadership roles spanning wealth management, stock plan services, and financial technology-driven solutions.

As evidenced by the recent record-breaking launch of Atlanta-based OpenArc, a member of Dynasty’s Network of firms, into independence, there is a growing demand for better alignment between benefits and wealth solutions – a need less-effectively met by traditional brokerage models as the RIA space swells in both size and scope. McDonald’s Advisory appointment into this new role signals Dynasty’s shift into high gear to bolster its offerings for independent financial advisors by strategically utilizing his expertise in the wealth management industry.

According to Dynasty Founder and Chief Executive Officer Shirl Penney: “Brian is one of the most respected names in the stock plan space, and we are extremely proud to welcome him to our team and introduce him to our Network. His seasoned guidance and extensive leadership experience will be integral to Dynasty’s expansion and of enormous value to the evolution of the independent RIA space.”

McDonald recently launched Grantd, an AI-driven equity compensation advice platform helping employees and advisors make confident, timely decisions about their corporate stock holdings. As part of its commitment to building out this emerging segment of the RIA market, Dynasty will take a minority stake in Grantd.

“I am excited for the opportunity to partner with the Dynasty team and appreciate their investment in Grantd – they are true industry leaders,” McDonald said. “Several new models are taking shape in the independent arena for technology and stock plan services, and I look forward to helping Dynasty take the industry to new levels.”

Dynasty services over $120 billion for the clients of more than 500 advisors in 55 independent firms. It manages more than $75 billion on its turnkey investment platform and continues to expand its private markets capabilities.

About Dynasty

For more than 15 years, Dynasty has championed the benefits of independent wealth management by providing access to an open-architecture platform of software and technology tools, business services, and holistic investment management capabilities delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools, and services provide advisory firms with Supported Independence to better serve their clients as they launch, scale, and grow. Dynasty owns and operates one of the largest investment platforms in the RIA space offering a vast selection of investment solutions, as well as a leading investment bank dedicated to serving the asset and wealth management industry.

For more information, please visit www.dynastyfinancialpartners.com.

Also visit Dynasty on social media:

LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners

Twitter: @DynastyFP

Youtube: http://bit.ly/1MKXhC8

About Grantd

Grantd is an AI-driven platform that turns complex stock options, RSUs, ISOs, and ESPPs into clear, actionable opportunities for advisors and clients. By combining real-time market data, tax-aware insights, and scenario modeling, Grantd allows advisors to provide clear, data-driven guidance that maximizes the value of equity compensation. Founded by Brian McDonald, Grantd empowers advisors to unlock previously untapped wealth, reduce risk, and simplify equity compensation planning.

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