Overview

Gender

male

Shirl is the founder of Dynasty Financial Partners and serves as President and CEO. He is formerly Director of Business Development for Global Wealth Advisory Services at Citi Smith Barney and previously served as Head of Executive Financial Services and Director of Private Wealth Management at Smith Barney. During his tenure at Citi Smith Barney’s High Net Worth Group, which catered to the firm’s clients with $50 million or more investable assets, the group was named High Net Worth Platform of the year for 2002, 2003, 2005, and 2006 by Private Asset Management, the private client research arm of Institutional Investor. Shirl is a graduate of Bates College and serves as President of the Clarence E. Townsend Foundation, which supports various individuals and groups in need in his home state of Maine.