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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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Sharon Gupta
Vice President, Marketing and Experience

Sharon Gupta is Vice President of Marketing and Experience. Sharon will be responsible for leading the ongoing development of the growing Dynasty Community as well as helping Network Advisors build exceptional branded experiences for their clients and prospects. She will also work closely with the Dynasty Marketing team to bring new and innovative Marketing solutions to the Network. Prior to joining the team, Sharon worked as a independent consultant for Dynasty and other wealth management firms. Before going independent, she led the marketing effort at Fortigent LLC, where she customized events and programs including social/digital media, marketing strategies and tactics, thought leadership, and lead generation.

Sharon began her career in wealth management at Lydian Wealth Management, an independent RIA, where she was a Senior Client Service Associate servicing over 45 High Net Worth families. She later transitioned over to the Lydian Advisor Solutions Unit where she was instrumental in building out the client service model and establishing the brand that later became Fortigent. She is a native of Maryland and currently resides in Chicago where she is the Communications and Marketing Chair of the Private Directors Association and is Co-Director of Events for the Chicago Financial Women's organization. She holds the BA degree in Social Work from the Catholic University of America.