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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.

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Sally Cates
Director of Public Relations and Communications

Ms. Cates is responsible for public relations for Dynasty Financial Partners and the Dynasty Network of Advisors. She has designed and managed worldwide public relations programs and has strong, sophisticated media relations and communications skills. Prior, she handled public relations for Standard Chartered Private Bank – Americas, International Planning Group and Evercore Wealth Management. Before that, she led corporate communications at Thomson Reuters and at Epsilon, a leading digital marketing firm. Before that, she was at Citigroup and led global communications for The Citigroup Private Bank.