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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
  • 60 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 Caitlin Douglas

Caitlin Douglas
Vice President, Transition Services

Ms. Douglas joined Dynasty from Keeney Financial Group where she served as the Director of Client Services for over six years.  While there, Caitlin was responsible for managing the firm’s transition from an independent broker-dealer to a Hybrid RIA platform.  She has 12 years of experience in the financial services industry, including working directly with clients and overseeing advisors, as well as, support staff.  Caitlin graduated from Ohio University with a Bachelor of Business Administration degree in Finance where she also played Division 1 Lacrosse.  She resides in Baltimore, MD with her husband Ryan and son Tucker.