BlogConnecting ideas and people through the advisor lens

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Market Update: The Market’s 2023 New Year Resolutions

Download the 1.6.23 Dynamic Market Update PDF for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management What’s the market hoping for in 2023?  The market had a lot of problems in 2022 and is looking for some resolutions to come in 2023. As per the performance table below, “Stock […]

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MISSION ACCOMPISHED: Banner Year for Dynamic Asset Management

“Your mission, should you choose to accept it…” – Mission Impossible Despite the headlines that dominated the news cycle in 2022 (Inflation and recession and politics, oh my!), Dynamic stayed the course in accelerating development of its institutionalized asset management services. That course was set in 2021 when a new position at Dynamic, Head of […]

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Steve Kulesza, CFP® Joins Dynamic, ‘Brings 360-Degree Perspective’

Dynamic recently welcomed Steve Kulesza, CFP® to the team as Chief Business Development Officer. As a member of the Dynamic leadership team reporting to Founder and Chief Executive Officer Jim Cannon, Kulesza will lead the firm’s revenue growth and practice initiatives, including advisor recruitment, asset management growth and other services such as Dynamic Concierge, the […]

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Get to Know… John Davis

John Davis joined Dynamic’s Portfolio Services team as an associate portfolio trader in April. This former Division I athlete from the University of Tennessee at Chattanooga earned Series 7 and Series 66 licenses. Prior to joining Dynamic, John worked at CollaborativeWEALTH®, an advisory firm headquartered in Lake Mary, Fla. He’s been in the financial services […]

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Get to Know… Heather Perry

Heather Perry joined Dynamic’s Advisor Support team from United Planners Financial Services in April, guiding advisors and making sure their needs are met. A Valley of the Sun Native, Heather has 12 years’ experience in the financial services industry. Prior to United Planners, she has held positions at Charles Schwab, Bank of America and Merrill […]

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The Value of Intergenerational Planning and Engaging Next-Gen Clients

In October, members of the Dynamic team attended Priority Financial Group’s (PFG) fifth annual Connect Conference at the JW Marriot Desert Ridge in Phoenix. This year’s theme, “Intergenerational Planning: A Blueprint for the Future,” focused on helping advisors understand the critical role intergenerational planning plays in both their clients’ success and their own. Along with […]

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