Joseph DursiDirector of Investments, Dynasty Financial Partners

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Joseph Dursi is responsible for overseeing Dynasty’s investment platforms, managing relationships with third party due diligence and research partners, working closely with network firms to deliver institutional quality investment solutions to their clients, and continuing to enhance Dynasty’s award-winning Outsourced CIO offering. He was most recently the Head of Investment Solutions for Deutsche Bank Wealth Management in the Americas, responsible for identifying and creating unique investment solutions for ultra-high-net-worth clients.

Previously, Mr. Dursi served as the Head of Portfolio Consulting at Barclays Wealth Americas where he and his team were responsible for developing tactical investment solutions through asset allocation modeling and product selection for ultra-high-net-worth individuals, family offices, and endowments/foundations. Mr. Dursi joined Barclays in September 2008 as part of the organization’s acquisition of Lehman Brothers’ Private Investment Management business in the Americas.