Announcing Action! Our new publication delivers actionable content for ‘doers’ in wealth management. Read more HERE
Portfolio Management purple - icon

View Our Brand Assets

Access a suite of logos, fonts and media resources for the AdvisorEngine Brand. If you can’t find what you need, please contact us.

View Assets
Sally Cates

Sally Cates Action! Leaders Group

Dynasty Financial Partners
Managing Director, PR and Communications


Sally Cates is responsible for public relations for Dynasty Financial Partners and the Dynasty Network of Advisors. She has designed and managed worldwide public relations programs and has strong, sophisticated media relations and communications skills. Prior, she handled public relations for Standard Chartered Private Bank – Americas, International Planning Group and Evercore Wealth Management. Before that, she led corporate communications at Thomson Reuters and at Epsilon, a leading digital marketing firm. Before that, she was at Citigroup and led global communications for The Citigroup Private Bank.