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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.

Photo of Rebecca Kavanagh

Rebecca Kavanagh
Assistant Vice President, Transition Services & Relationship Management

Ms. Kavanagh and the Transition Team are responsible for moving breakaway advisors along with existing RIA's through the Dynasty Network. Once fully transitioned she provides ongoing support to Dynasty Network Firms. Prior to joining the Transition Services and Relationship Management Team, she was the executive assistant to Dynasty's COO, Edward Swenson. Ms. Kavanagh holds a certificate in Finance from New York University along with a BA in art history from Rutgers University.