DayMark Wealth Partners announced that Rex Mack, CFP, Patrick Petsche, Vince Costanzo, and Anthony Costanzo have joined the firm from Morgan Stanley, bringing a team that previously advised on approximately $820 million in assets. Based in Pepper Pike, Ohio, the group specializes in multigenerational wealth management planning focused on family dynamics, legacy objectives, and long-term wealth preservation.
The addition pushes DayMark’s total assets beyond $6 billion and further strengthens the firm’s presence in the Midwest. DayMark said the team’s expertise in serving high net worth families complements its broader strategy of expanding its advisory capabilities and geographic footprint.
Mike Quin, Co-Founder of DayMark Wealth Partners, said the new hires bring significant experience in family planning and a client-focused approach that aligns with the firm’s mission and service model.
DayMark is a member of the Dynasty Financial Partners network of independent advisory firms. Dynasty Founder and CEO Shirl Penney said the addition reflects DayMark’s ability to attract top advisory talent and highlights the firm’s commitment to supporting advisors as they grow their practices.
Since launching in 2022 with approximately $1.4 billion in assets, DayMark has experienced rapid expansion. The firm reported $5.04 billion in assets as of December 2025 and has pursued growth through acquisitions and strategic hires across multiple markets. In late 2025, Constellation Wealth Capital acquired a minority stake in the business.
Headquartered in Cincinnati, DayMark Wealth Partners is a registered investment advisor serving high net worth individuals, families, and business owners. The firm has expanded its presence through acquisitions and growth initiatives in Illinois, Ohio, Connecticut, Florida, and Utah.
KEY QUOTES:
“We are thrilled to welcome Rex, Patrick, Vince, Anthony and their entire team to DayMark. They bring meaningful experience in family planning and a client-first mindset that aligns perfectly with our mission and commitment to client service.”
Mike Quin, Co-Founder, DayMark Wealth Partners
“We could not be prouder to support the continued growth of our partners at DayMark. 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.”
Shirl Penney, Founder and Chief Executive Officer, Dynasty Financial Partners
