Edward Swenson

Co-Founder and Chief Operating Officer

Ed Swenson is an accomplished entrepreneur having co-founded Dynasty Financial Partners, a leading integrated platform service company for independent RIAs. As Chief Operating Officer, he is responsible internally for all technology, operational and client servicing relationships and externally for all outside vendor and technology relationships established for the firm.

Additionally, Ed is the President of the Envestnet Advisor Services Exchange by Dynasty (ASx). ASx is focused on using data to empower advisors by accelerating enterprise value. ASx provides services that help RIAs get better through insights and recommendations. There are eight services in the exchange, offerings include: Capital, Data and Analytics, Performance Marketing, Compliance Support, The CFO Program, M&A Strategy, Intelligent Investments and Transition Teams.

Prior to Dynasty, Ed was a Director at Legg Mason working within the Asset Management Division where he oversaw trading, rebalancing and distribution network communications for Smith Barney’s Multiple Discipline Accounts division.

Ed is a frequent speaker at industry events and is often quoted in various financial publications. Ed is a graduate of both the London School of Economics and New York University’s Stern School of Business.

financial advisor in light shirt at conference