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Jason W. Pinkham, Director of Relationship Management & Transition Services
Member of the Dynasty Client Service Team

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Our Team

Dynasty is

Dynasty is

  • 100% owned by its Founders, Employees and Board of Directors
  • 50+ employees located in midtown New York City, Chicago, Miami and San Francisco

Every success we enjoy and share with our Network is attributable to the caliber and quality of the people on our team. Dynasty was founded by industry veterans who understood the role personal connectivity plays in the financial advisory field.

Entrepreneurial in spirit and truly caring at heart, the Dynasty team reflects the values of the advisors in our Network.

Photo of Edward C. Swenson

Edward C. Swenson
Chief Operating Officer

Mr. Swenson is the co-founder of Dynasty Financial Partners. He is responsible internally for all technology, operational and client servicing relationships and externally for all outside vendor and technology relationships established for the firm. Prior to Dynasty, he was a Portfolio Manager for the Legg Mason Partners Large Cap Growth Fund, where he oversaw trading, rebalancing and distribution network communications for Smith Barney’s Multiple Discipline Accounts division.

Mr. Swenson is a graduate of both the London School of Economics and New York University’s Stern School of Business. He serves on the boards of Citizens Union and the Urban Assembly New York Harbor School, where he also serves as treasurer.