Page 39 - Investment Advisor November 2022

Executive Leadership

in order for it to support its network. All team members own the growing financial planning needs people have through
equity in the business. comprehensive and personalized offerings that address goals-
Under Penney’s direction, Dynasty hosted its largest in- based investing, estate planning, tax optimization, retirement
person summit in February 2022 in St. Petersburg, Florida, income and draw-down strategies, and wealth protection,”
with 165 attendees; earlier, its “Investment Forum” Network the firm says.
Partner’s event, staged in November 2021, had 125 guests in
Nashville. When Dynasty celebrated its 10-year anniversary, it Laxmi Ramanath
launched the Dynasty Foundation, which focuses on financial As the founder and CEO of La Meer Inc.,
literacy, diversity and inclusion, and local charitable efforts in Laxmi Ramanath leads the company’s devel-
cities where it has offices. opment, marketing and management of the
GRACE suite of cloud-based solutions to
Larry Raffone address multiple areas of risk, governance and regulatory
As CEO and president of Edelman Financial compliance. During the pandemic, the firm says it has
Engines, Larry Raffone is responsible for lead- focused on addressing more areas of risk and Regulation
ing an RIA with about $291 billion under Best Interest solutions. Also, Ramanth and La Meer’s con-
management, 1.3 million clients and 1,500 cerns with climate risk and interest in ESG were behind
employees, including over 340 planners; this asset level rose the development of two new products tied to best-practice
12% last year from 2020, and some 20,000 net new clients frameworks, reporting and disclosures: GRACE ESG for
came on board. In 2021, he helped EFE obtain an investment corporations and GRACE ESG Due Diligence for fund
from Warburg Pincus, while retaining Hellman & Friedman managers.
as majority shareholder. Raffone also led the purchase of The firm aims to make its GRACE suite more affordable,
Viridian Advisors, adding a team of CPAs to provide bundled as it works to share more easy-to-use solutions that can
tax-planning services to EFE, along with $846 million in be implemented across organizations to manage risk and
assets and 800-plus new clients. His is focused “on meeting compliance.

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Home Office: 501 North Broadway | St. Louis, Missouri 63102 | (314) 342-4051

NOVEMBER 2022 INVESTMENT ADVISOR 37

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