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investmentnews.com

Joe Duran-backed Cyndeo names new chief growth officer amid RIA ...

Casey Jorgensen, EVP at Cyndeo Wealth Partners — previously at Dynasty Financial Partners

Cyndeo Wealth Partners has appointed Casey Jorgensen as Chief Growth Officer to lead advisor recruiting, M&A, and organic growth efforts. Jorgensen joins the firm from Dynasty Financial Partners, where she previously served as director of relationship management.

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Move details

Corporate title
EVP
Business function
Strategy
Hiring company
Cyndeo Wealth Partners
Departed company
Dynasty Financial Partners
Industry
Wealth Management
Employer location
St. Petersburg, FL
Work location
St. Petersburg, FL
Employer headcount
Under 1,000
Employer revenue
Under $1B

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