Jason W. Pinkham, Director of Relationship Management & Transition Services
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
  • 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 Michael Twomey

Michael Twomey
Vice President, Investments

Mr. Twomey works with senior Dynasty leadership on investments and platform related matters applicable to the Dynasty network. Most recently he was a member of the Envestnet | PMC portfolio consulting team where he worked with advisors in the independent broker deal channel providing portfolio construction and investment product expertise. Prior to the portfolio consulting team, he was an associate wealth analyst with Envestnet where he worked with a dedicated external wholesaler servicing the investment and operational needs of Prudential financial advisors located in the western region. Mike began his career in finance in operations and sales support roles for Barclays Capital, Credit Suisse Private Bank and RBC Capital Markets.

Mr. Twomey is a graduate of Fordham Preparatory School in the Bronx, NY and earned a BS from Georgetown University McDonough School of Business.