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 Meghan Lamar

Meghan Lamar
Vice President, Outsourced Chief Financial Officer

Meghan Lamar is responsible for managing and expanding the OCFO offering across the Dynasty network. She began her career as a tax professional and has since moved through various roles in the Capital Markets sector serving as an Accountant, Analyst, and Business Manager. Prior to joining the Dynasty team, Meghan last served as Vice President responsible for supporting the Chief Information Officer and Chief Financial Officer as Cowen Group’s Technology Controller. Meghan received her B.S. from Fordham University.