SMArtX Advisory Solutions, a leader in enterprise managed account technology, seamlessly integrates semi-liquid alternative investments, including interval and tender offer funds, directly into Unified Managed Accounts (UMAs) using its fully proprietary, end-to-end platform.
"Shawn brings valuable experience that strengthens our legal team as we continue to grow," said Shirl Penney, CEO and founder of Dynasty Financial Partners. "His judgment and insight will help us continue to support independent advisors as they build their businesses."
