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Jason W. Pinkham, Director, Eastern Division and Transitions
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.

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Jeremy Zoladz
Senior Vice President, Relationship Management

Mr. Zoladz and the relationship management team are responsible for the ongoing partnerships with the Dynasty Network advisors. Prior to joining Dynasty, he was an Institutional Consultant and Corporate Retirement Director with Graystone Consulting, a business of Morgan Stanley. Before that, he was with Morgan Stanley Smith Barney. During his tenure, he assisted financial advisors with financial, retirement, and wealth planning strategies and was also involved in business development and the hiring, training, and growth of new financial advisors. He began his career as a Financial Advisor at Morgan Stanley. Mr. Zoladz received a BA in economics from DePauw University and an MBA from The Ohio State University. He has also earned the Chartered Retirement Plans SpecialistSM designation from the College for Financial Planning.