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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
  • 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.

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Anthony Natelli
Assistant Vice President, Investments

Anthony Natelli joined Dynasty Financial Partners in 2018. He is a member of the Investment Team and his duties include supporting investment research, conducting portfolio reviews, and acting as a resource for the Dynasty network of advisors.

Prior to joining Dynasty Financial Partners, Mr. Natelli worked as a Portfolio Analyst at City National Rochdale. In this role he was on a team which managed accounts for high net worth clients. Mr. Natelli has also held positions at NYLIFE Securities and SMB Capital. 

Mr. Natelli earned his BBA in Finance from Iona College. He holds the Chartered Financial Analyst® designation and the Chartered Alternative Investment Analyst designation. He is a member of the CFA Institute, CFA Society New York, and the CAIA Association. In his free time he enjoys catch & release fishing in New York waters.