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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
  • 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.

William H. Donaldson
Director

William H. Donaldson is Chairman of Donaldson Enterprises and Chairman of the Advisory Council of Perella Weinberg Partners. He currently serves as a member of the FDIC Systemic Resolution Advisory Committee and was a member of the President’s Economic Recovery Advisory Board. During his career, he served as the 27th Chairman of the SEC, Undersecretary of State under Secretary Henry Kissinger, and Council to Vice President Nelson Rockefeller. He was Chairman and CEO of the New York Stock Exchange; Chairman, President and CEO of Aetna Inc.; the Co-Founder, Chairman and CEO of Donaldson Lufkin and Jenrette (DLJ); and co-founder of DLJ former subsidiary Alliance Capital Management. He has been director of numerous publically held corporations and privately owned businesses. He has also served on boards of many philanthropic, arts and educational institutions, among them the Ford Foundation, Lincoln Center for Performing Arts, Yale University, and the Aspen Institute. He was the founding Dean and tenured Professor of Management at the Yale Graduate School of Management. He holds a BA from Yale University, an MBA with distinction from Harvard Business School, and is a Chartered Financial Analyst (CFA). Mr. Donaldson served as a first lieutenant in the U.S. Marine Corps in the Far Eastern Theatre (Japan-Korea).