Print this article
Dynasty Financial Partners Appoints Capital Markets Director
Sandra Kilhof
25 September 2013
has hired Tom Petrone as director
of capital markets, based in New York
City. Petrone has also been appointed to the Dynasty Financial
Partners Investment Committee and will report to the firm’s chairman and chief
investment officer, Todd Thomson. In his new role Petrone will lead a number of initiatives to expand the firm’s capital markets platform. This will include trading securities, structuring derivatives, and designing hedging and
monetization strategies on restricted securities and originating structured
notes. He will also build a community of syndicate providers and an investment
banker referral network, Dynasty said. Petrone most recently served as head of capital markets for Citi Private
Bank in North America, responsible for the
securities and transactional business across all asset classes. Dynasty’s asset management program currently has over $3
billion in assets, while its strategy portfolios, UMAs and SMAs, have over
$1 billion in assets.