Menu

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

Learn more view bio

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 Scott Welch

Scott Welch
Chief Investment Officer

Scott Welch is the Chief Investment Officer of Dynasty Financial Partners. Prior to joining Dynasty, Scott was a Co-Founder and former Chief Investment Officer of Fortigent, LLC, a provider of outsourced investment research technology, and practice management solutions to RIAs and banks that targeted high net worth investors.

Prior to joining Fortigent and its predecessor RIA in 1998, Scott spent more than 12 years on Wall Street, where he focused on capital markets, corporate finance, and derivatives. He is a frequent speaker on the topics of wealth management, portfolio management, and the macroeconomic and investment landscape, and he is an award-winning author of numerous articles that have appeared in a variety of industry trade journals.

Scott holds the Certified Investment Management Analyst (CIMA®) designation and earned the Investment Strategist, Advanced Investment Strategist, and Alternative Investments Certificates from the Investment Management Consultants Association (IMCA).

He sits on the Board of Directors of IMCA, the Advisory Board of the ABA Wealth Management & Trust Conference, and the Editorial Advisory Boards of the Journal of Wealth Management and the IMCA Investments & Wealth Monitor. Scott earned a Bachelor of Science in Mathematics from the University of California at Irvine and an MBA with a concentration in Finance from the University of Massachusetts at Amherst.