Rebecca Knauss has been appointed as vice president of transition and advisor services, and Jim DiPisa has joined as vice president of investments. Ed Friedman was also recently hired as director of strategic relationships.

Reporting to Ed Swenson, chief operating officer of Dynasty, Knauss will support the firm’s divisions that are focused on the transition of new advisor teams and the ongoing practice development of existing network firms.

Between 2008 and 2012, Knauss held client service and transition management roles – while also providing operations support to RIAs – at Chicago’s HighTower. Most recently, she was an investment associate at Harris MyCFO.

Meanwhile, DiPisa will report to Michael Moriarty, director of Dynasty’s investment platform, and support all activities and initiatives related to the build out, development, marketing and implementation of the firm’s investment products.

Additionally, he will work with Tom Petrone, director of capital markets, in expanding the capital markets platform, which includes structured solutions, private placements, hedging needs and equity syndicate opportunities. DiPisa began his career at Goldman Sachs, spending almost six years within the firm’s equities division. 

sources and integrates wealth management services for the independent investment advisor teams. Last month, for example, the firm added Fusion Family Wealth, the New York City- and Long Island-based investment management firm founded by former UBS senior vice president Jonathan Blau, to its roster of advisory firms.