ria
Cyndeo Wealth Partners
In PWD coverage since September 1, 2026 · 1 story
1Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Casey Jorgensen
Aug 31 · exec change
PWD coverage
Moves
Cyndeo hires Dynasty's Casey Jorgensen to run growth
The $3.7 billion RIA is installing a platform-trained operator to turn recruiting, M&A, and organic growth into a single scalable engine.