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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.

Photo of Tara Coakley

Tara Coakley
Vice President, Transition Services and Relationship Management

Ms. Coakley joined Dynasty from Bernstein Wealth Management where she served as a Private Client Manager, overseeing a portion of the sales team. She has 11 years of work experience in the financial services industry, all dedicated to partnering with Advisors in come capacity.   Prior to joining the firm, Tara spent 4 years working for Merrill Lynch, transitioning newly recruited financial advisors from all over the country onto the Merrill Lynch platform. Tara earned her Bachelors of Science in Finance from Florida State University’s College of Business.