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Dynasty Adds Ron Insana as Chief Market Strategist

By Jeff Berman

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Dynasty Financial Partners appointed Ron Insana to the new role of chief market strategist at the firm, a role in which he will serve as a spokesperson for the company on investment, economic and related topics, it said Wednesday.

Insana will also join the Dynasty’s investment committee and the investment committees of Dynasty Network firms, as well as meet and share insights with financial advisors in Dynasty’s Network and their clients, the company said.

In his new role with Dynasty, Insana will work closely with Bob Shea, chief investment officer, to “identify strategic opportunities” for investment portfolios, Dynasty said.

Shea oversees Dynasty’s Investment Platform, which administered $36 billion in end-client assets as of the end of the first quarter this year, the company said.

Insana is a broadcast journalism veteran who covered the market crash of 1987 and provided one of the first eyewitness accounts of the collapse of the World Trade Center towers on 9/11. He has also worked as an asset manager.

As an author, his books have included “The Message of the Markets” and “Trend Watching: How to Avoid Wall Street’s Next Fads, Manias, and Bubbles.”

Insana is a frequent guest on CNBC and MSNBC, where he discusses economic and market issues. He also shares his syndicated Market Scoreboard Report with radio listeners.

Insana joins Dynasty, a 2023 ThinkAdvisor LUMINARIES award finalist, as the firm prepares to host its annual Investors Forum for independent advisors, which will take place in Nashville, Tennessee, from Nov. 13-15. Insana will be a featured speaker along with other leading investment firm executives.

Insana’s work with Dynasty will also include developing and leveraging investment content and advising Dynasty’s leadership on investment strategy, market intelligence and business development.

Jeff Berman

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