Envestnet’s Advisor Services Exchange by Dynasty Financial Partners (ASx) Welcomes James Gardiner as Director of Business Development
St. Petersburg, Florida. October 12, 2020 – Envestnet’s Advisor Services Exchange by Dynasty Financial Partners (ASx) announced today that they have hired James Gardiner as Director of Business Development. In this role, he will report to ASx President Ed Swenson and his responsibilities will be managing ASx’s existing sales channels and business development outreach. Previously, Mr. Gardiner was Co-Founder & COO at TPW Investment.
In January 2020, Envestnet and Dynasty Financial Partners launched the Advisor Services Exchange (ASx) to offer financial advisors using Envestnet’s platforms an enhanced set of tools and services to help them grow and increase their enterprise value. The data-driven and tech-enabled Advisor Services Exchange helps RIAs optimize their businesses through learning and recommendations delivered by eight unique offerings: Data & Analytics, Capital Strategies, M&A Strategy, Performance Marketing, Smart Compliance, The CFO Program, Intelligent Investments, and Transition Services.
Mr. Swenson said “Jamie’s proven background developing relationships within the financial services industry will be a huge benefit to our team and to our clients. He knows the business of RIAs, he knows the Envestnet ecosystem and he knows what it takes to succeed in a competitive commercial environment. With Jamie’s passion and skill, we look forward to further leveraging and integrating our combined capabilities on behalf of leading independent advisors and their firms.”
“ASx is uniquely positioned to help RIA firms execute with precision as this industry evolves,” Said Mr. Gardiner. “I am thrilled to join ASx and to have the opportunity to partner with RIAs and to help them grow.”
As a long-standing client, Dynasty came together with Envestnet to build upon their relationship: Creating the Advisor Services Exchange in order to protect and to grow RIA enterprise value by empowering advisors and their firms with data, analytics, and insights. The alchemy of Envestnet’s cutting-edge technology and Dynasty’s many years of focused experience with the inner business of RIA firms is a potent combination that will set the next generation of RIAs up for success in an age of industry consolidation.
Jamie Gardiner was Co-Founder & COO at TPW Investment Management where he was responsible for management of all operations, business development, and partnerships. In addition, as a member of the portfolio team he was responsible for ETF research and selection as well as portfolio construction across TPWIM’s product suite.
Former COO of one of the industry’s leading ETF Strategist firms JAForlines Global, Jamie helped lead JFG from a startup to one of the industry’s leading ETF Strategists, which was acquired in late 2017. As COO he also oversaw aspects of the business including product development, sales, marketing, trading, and operations. The firm was also named Envestnet’s Strategist of the Year in 2016 and was a finalist again for 2018.
For more information, please visit https://www2.
About the Envestnet Advisor Services Exchange by Dynasty Financial Partners
The Advisor Services Exchange (ASx) is dedicated to protecting and growing RIA enterprise value by empowering advisors and their firms with data, analytics, and insights. ASx offers RIAs three tiers of products and services across Data & Analytics, Capital Strategies, M&A Strategy, Performance Marketing, The CFO Program, Smart Compliance, Intelligent Investments and Transition Services.
Also visit Advisor Services Exchange on social media: