$6B Ohio investment firm adds Sarasota office

An investment firm headquartered in Cincinnati has opened a Sarasota office. DayMark Wealth Partners announced its expansion into the Sarasota market Tuesday with the addition of four team members.

The group, which brings more than $250 million in assets under management to DayMark, includes Skylar Mosconi from Fidelity Investments and Andrew Cardone, Chuck Brown and Michael Callahan from Wells Fargo.

Mosconi is the director of client relations, Cardone and Brown are managing partners, and Callahan is managing director and wealth manager. All specialize in advising high-net-worth multigenerational families, corporate executives and business owners as well as handling retirement planning and alternative/private investments, according to a statement.

“Their expertise enhances the value we deliver while supporting our continued growth,” DayMark Wealth Partners co-founder Mike Quin says in a statement. “As an increasing number of people move from the Northeast and Midwest to Florida, DayMark is committed to expanding our presence throughout the state.”

Sarasota is the third office in Florida for the firm, which has $6 billion in assets under management. It opened offices in Stuart and Fort Lauderdale in June 2025, so the newest addition marks its debut on the Gulf Coast. Founded in 2022, DayMark also has a presence in Illinois, Ohio, Connecticut, Wisconsin and Utah. It is a member of the St. Petersburg-based Dynasty Financial Partners network of independent advisory firms.

“DayMark has experienced remarkable growth since their launch just four years ago, and we are honored to support the firm as it expands its reach and impact,” Shirl Penney, founder and CEO of Dynasty Financial Partners, says in the statement. 

DayMark Wealth Partners' Sarasota office is located in One Sarasota Tower at 2 N. Tamiami Trail, Suite 314.