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.

Photo of Julia Pilzer

Julia Pilzer
Associate, Technology and Finance

Julia Pilzer supports both the Finance and Technology departments here at Dynasty, working closely with the Chief Technology Officer and the Chief Financial Officer. Prior to joining Dynasty, Julia spent her summer interning with the Legal department here and held a winter internship at GE Capital. Julia graduated with a BA in economics and political science from Bucknell University. She is an alumni of Kappa Kappa Gamma and volunteered for Habitat for Humanity.

In her free time, Julia enjoys playing lacrosse and traveling.