Menu

Jason W. Pinkham, Director, Eastern Division and Transitions
Member of the Dynasty Client Service Team

Learn more view bio

Our Team

Dynasty is

Dynasty is

  • 100% owned by its Founders, Employees and Board of Directors
  • 60 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 Katie Seeman

Katie Seeman
Assistant Vice President, Transition Services

Ms. Seeman is a member of the Transition Services and Relationship Management Team at Dynasty. Katie joined Dynasty from AB Bernstein where she was a part of the Global Wealth Management Team.

Katie has a bachelors degree from Muhlenberg College where she double majored in Finance and International Business. She received her concentration in International Business from Maastricht University School of Business in the Netherlands. When not traveling, Katie enjoys to read, hike, knit, snow ski and water ski.