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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Sarah Baker
Executive Assistant

Sarah Baker serves as the Executive Assistant to both the Chairman of the Board, Todd Thomson, and Chief Operating Officer, Ed Swenson, here at Dynasty. Prior to joining Dynasty, Sarah worked as an Executive Assistant for Zenith Optimedia. She graduated with a BA in journalism from Indiana University.