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 Daniel Charbonnet

Daniel Charbonnet
Assistant Vice President, Technology

Daniel Charbonnet is an essential member of the Dynasty technology team where he is in charge of technology product management and development.

Prior to Dynasty, Daniel was a partner and lead product manager at Investors FastTrack, where he launched multiple investment focused SAAS products and used his own software to run a model driven private fund. Prior to FastTrack, Daniel was a banker at JPMorgan and SMBC where he focused on structured, short term liquidity products for Fortune 100 financial institutions. Daniel holds a BA in Economics from Fordham University.