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 Ravi Velagaleti

Ravi Velagaleti
Assistant Vice President, Finance and Assistant Controller

Mr. Velagaleti is responsible for financial reporting, client billing & invoicing, expense management, strategic analysis, and coordination of audit functions. Prior, he was an Audit Senior at Ernst & Young LLP, where he assisted with the audits of Public Companies in a wide variety of industries. Before that, he was a part of the Accounting/Finance function at Novo Nordisk focused on Corporate Tax Initiatives, Unclaimed Property Project, and Reconciliations. Mr. Velagaleti earned a BS in Accounting and Economics from Rutgers University and holds a Certified Public Accountant (CPA) designation.