New Team Previously Advised on $820M in Assets, Deepens DayMark's Multigenerational Wealth Capabilities, Strengthens Midwest Positioning

DayMark Wealth Partners (“DayMark”) today announced that Rex Mack, CFP^®, Patrick Petsche, Vince Costanzo, and Anthony Costanzo joined the firm. Formerly with Morgan Stanley, the team specializes in multigenerational wealth management planning that addresses family dynamics and legacy goals. They are based in the Pepper Pike, Ohio office. The team previously managed $820M in assets.

“We are thrilled to welcome Rex, Patrick, Vince, Anthony and their entire team to DayMark,” said Mike Quin, Co-Founder of DayMark Wealth Partners. “They bring meaningful experience in family planning and a client-first mindset that aligns perfectly with our mission and commitment to client service.”

DayMark is a member of the Dynasty Financial Partners (“Dynasty”) network of independent advisory firms.

“We could not be prouder to support the continued growth of our partners at DayMark,” said Shirl Penney, Founder and Chief Executive Officer of Dynasty. “This team’s addition speaks to the exceptional talent DayMark continues to attract. Their focus on welcoming and empowering elite advisors as they grow is evident in the strength of this newest group.”

In the past 4 years, DayMark has achieved significant growth, expanding from $1.4 billion in assets at launch in 2022 to $5.04B in assets as of December 2025. Constellation Wealth Capital took a minority stake in the firm in late 2025.

About DayMark Wealth Partners

Founded in 2022 and headquartered in Cincinnati, Ohio, DayMark Wealth Partners is a registered investment advisor serving high net worth individuals, families, and business owners. Since its founding, DayMark has pursued strategic growth through acquisitions in key markets in Illinois, Ohio, Connecticut, Florida, and Utah.

For more information, please visit https://www.daymarkwealthpartners.com

About Dynasty

Dynasty empowers independent wealth management firms by providing access to an open architecture platform of technology, business services, and holistic investment management capabilities. Dynasty delivers Supported Independence^®, helping advisory firms launch, scale, and grow through proprietary and third party solutions, one of the largest investment platforms in the RIA space, and a leading investment bank dedicated to the asset and wealth management industries.

For more information, visit www.dynastyfinancialpartners.com.

Also visit us on social media:

LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners

Twitter: @DynastyFP

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