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 Samantha Sullivan

Samantha Sullivan
Vice President, Platform Operations

Ms. Sullivan is responsible for implementation and administration of managed accounts in the Dynasty Turnkey Asset Management Program, providing ongoing support to the network firms. Prior to joining Dynasty, she was at Las Olas Capital Advisors, a South Florida RIA, where she was in charge of research and portfolio management. Samantha started her career at UBS Financial Services working with a team of Wealth Management Advisors in Fort Lauderdale and continued to work in the Atlanta and New York offices. She received her MBA with a concentration in Finance from Nova Southeastern University and a BS in Exercise Science from Florida State University.